NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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223 hedge funds and large institutions have $975M invested in NV5 Global in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 62 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+4
Holders Change %
+1.83%
% of All Funds
3.03%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
42
Increased
84
Reduced
62
Closed
34
Calls
$148K
Puts
$747K
Net Calls
-$599K
Net Calls Change
+$32K

Top Buyers

1
BlackRock
BlackRock
New York
$194M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$10.7M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$36.9M
4
American Century Companies
American Century Companies
Missouri
$47.3M
5
Swedbank
Swedbank
Sweden
$36.6M

Top Sellers

1
EA
Emerald Advisers
Pennsylvania
$0
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
3
NTCM
Nine Ten Capital Management
Illinois
$7.32M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$380K
5
KCM
Kennedy Capital Management
Missouri
$1.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
176
Vermillion & White Wealth Management Group
Pennsylvania
$57.8K +$38.5K +2,000 +200%
CA
177
Clearstead Advisors
Ohio
$54K – – –
BTI
178
Blue Trust Inc
Georgia
$50.9K +$2.47K +128 +5%
FHA
179
First Horizon Advisors
Tennessee
$44.4K -$193K -10,000 -81%
CCM
180
Coldstream Capital Management
Washington
$32.7K +$32.7K +1,695 New
TRCT
181
Tower Research Capital (TRC)
New York
$30K -$93.7K -4,861 -76%
Osaic Holdings
182
Osaic Holdings
Arizona
$23.8K -$71.1K -3,692 -75%
UB
183
UMB Bank
Missouri
$18.8K +$443 +23 +2%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$17.8K +$5.07K +263 +40%
SCM
185
Sterling Capital Management
North Carolina
$15.7K -$13.3K -689 -46%
RA
186
Rise Advisors
New York
$15.5K +$15.5K +802 New
VCM
187
Versant Capital Management
Arizona
$13.5K +$13.5K +700 New
PS
188
Principal Securities
Iowa
$12.6K – – –
PA
189
Parallel Advisors
California
$12.4K +$12.4K +643 New
LC
190
Lindbrook Capital
California
$11K +$11K +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
$8.06K +$8.06K +418 New
PWS
194
Peterson Wealth Services
Utah
$7.71K – – –
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$7.3K +$5.99K +311 +457%
EWA
196
EverSource Wealth Advisors
Alabama
$6.76K +$6.76K +351 New
PTC
197
Private Trust Company
Ohio
$6.28K – – –
MSG
198
Main Street Group
Virginia
$5.09K – – –
PWMG
199
Private Wealth Management Group
New Jersey
$4.18K +$2.51K +130 +149%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$3.89K +$1.02K +53 +36%
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