We are live on ! Find out more
NVEE

NV5 Global

Delisted

NVEE was delisted on the 1st of August, 2025.

224 hedge funds and large institutions have $975M invested in NV5 Global in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

35% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 63

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

2% more funds holding

Funds holding: 220224 (+4)

1.16% more ownership

Funds ownership: 76.42%77.58% (+1.2%)

4% more capital invested

Capital invested by funds: $937M → $975M (+$38.2M)

80% less call options, than puts

Call options by funds: $148K | Put options by funds: $747K

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
40
Increased
85
Reduced
63
Closed
35
Calls
$148K
Puts
$747K
Net Calls
-$599K
Net Calls Change
+$32K
Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
176
Vermillion & White Wealth Management Group
Pennsylvania
$57.8K +$36.6K +2,000 +200%
CA
177
Clearstead Advisors
Ohio
$54K
BTI
178
Blue Trust Inc
Georgia
$50.9K +$2.34K +128 +5%
FHA
179
First Horizon Advisors
Tennessee
$44.4K -$183K -10,000 -81%
CCM
180
Coldstream Capital Management
Washington
$32.7K +$31K +1,695 New
TRCT
181
Tower Research Capital (TRC)
New York
$30K -$89K -4,861 -76%
Osaic Holdings
182
Osaic Holdings
Arizona
$23.8K -$67.6K -3,692 -75%
UB
183
UMB Bank
Missouri
$18.8K +$421 +23 +2%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$17.8K +$4.82K +263 +40%
SCM
185
Sterling Capital Management
North Carolina
$15.7K -$12.6K -689 -46%
RA
186
Rise Advisors
New York
$15.5K +$14.7K +802 New
VCM
187
Versant Capital Management
Arizona
$13.5K +$12.8K +700 New
PS
188
Principal Securities
Iowa
$12.6K
PA
189
Parallel Advisors
California
$12.4K +$11.8K +643 New
LC
190
Lindbrook Capital
California
$11K +$10.5K +572 New
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$8.59K
TFIPS
192
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.48K
SW
193
SVB Wealth
Massachusetts
$8.05K +$7.65K +418 New
DB
194
Danske Bank
Denmark
$7.71K
PWS
195
Peterson Wealth Services
Utah
$7.71K
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$7.3K +$5.7K +311 +457%
EWA
197
EverSource Wealth Advisors
Alabama
$6.76K +$6.43K +351 New
PTC
198
Private Trust Company
Ohio
$6.28K
MSG
199
Main Street Group
Virginia
$5.09K
PWMG
200
Private Wealth Management Group
New Jersey
$4.18K +$2.38K +130 +149%

NVEE Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2025, worth a combined $975M — up 4.1% from $937M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NVEE positions and 35 closed out — a net gain of 5 holders — while 85 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $11.6M. The largest seller was Emerald Advisers, exiting entirely with an estimated $13.2M sold.

  • 224 institutional investors held NV5 Global (NVEE) as of Q1 2025, up from 220 in Q4 2024.
  • Funds reported $975M of NV5 Global stock for Q1 2025, up 4.1% quarter-over-quarter.
  • 40 funds opened new NV5 Global positions in Q1 2025 and 35 closed out, a net change of +5 holders.
  • The largest NV5 Global buyer in Q1 2025 was BlackRock, an estimated $11.6M added.
  • The largest NV5 Global seller in Q1 2025 was Emerald Advisers, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2025.