We are live on ! Find out more
NVEE

NV5 Global

Delisted

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

238 hedge funds and large institutions have $1.21B invested in NV5 Global in 2025 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 62 increasing their positions, 90 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

82,200% more call options, than puts

Call options by funds: $823K | Put options by funds: $1K

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

42% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 38

24% more capital invested

Capital invested by funds: $975M → $1.21B (+$233M)

6% more funds holding

Funds holding: 224238 (+14)

2.15% more ownership

Funds ownership: 77.58%79.72% (+2.1%)

31% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 90

Holders
238
Holders Change
+14
Holders Change %
+6.25%
% of All Funds
3.13%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
54
Increased
62
Reduced
90
Closed
38
Calls
$823K
Puts
$1K
Net Calls
+$822K
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
176
Orion Capital Management
California
$164K -$14K -700 -9%
CTC
177
Cetera Trust Company
Minnesota
$164K +$27.6K +1,380 +24%
BNP Paribas Financial Markets
178
BNP Paribas Financial Markets
France
$146K +$20.4K +1,018 +19%
FA
179
Financial Avengers
California
$139K -$80.1K -4,000 -40%
AIP
180
Ameritas Investment Partners
Nebraska
$133K
EIM
181
Essex Investment Management
Massachusetts
$129K
Osaic Holdings
182
Osaic Holdings
Arizona
$123K +$96.5K +4,823 +391%
VWWMG
183
Vermillion & White Wealth Management Group
Pennsylvania
$115K +$40K +2,000 +67%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$105K -$24.9K -1,245 -22%
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$102K -$110K -5,505 -55%
N
186
Natixis
France
$92.1K -$7.71K -385 -9%
Raymond James Financial
187
Raymond James Financial
Florida
$85.7K -$756K -37,787 -91%
AAP
188
Arax Advisory Partners
Colorado
$82.8K -$1.3K -65 -2%
CA
189
Clearstead Advisors
Ohio
$64.7K
KBC Group
190
KBC Group
Belgium
$61K -$31.8K -1,588 -38%
BTI
191
Blue Trust Inc
Georgia
$57.3K -$3.18K -159 -6%
GI
192
GAMMA Investing
California
$47.1K -$19.3K -966 -32%
FHA
193
First Horizon Advisors
Tennessee
$42K -$9.69K -484 -21%
SCM
194
Sterling Capital Management
North Carolina
$36.2K +$15.1K +753 +92%
BIG
195
Brooklyn Investment Group
New York
$28.7K +$22.3K +1,115 +858%
RA
196
Rise Advisors
New York
$18.5K
CIAM
197
Caitong International Asset Management
Hong Kong
$17.7K +$15.3K +766 +38,300%
S
198
SignatureFD
Georgia
$15.7K -$54.5K -2,724 -80%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$14.7K -$5.74K -287 -31%
UB
200
UMB Bank
Missouri
$14.5K -$6.95K -347 -36%

NVEE Hedge Fund Activity: Q2 2025 in Review

238 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q2 2025, worth a combined $1.21B — up 24% from $975M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NVEE positions and 38 closed out — a net gain of 16 holders — while 62 added to existing stakes and 90 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $26.5M. The largest seller was American Century Companies, cutting an estimated $24.4M.

  • 238 institutional investors held NV5 Global (NVEE) as of Q2 2025, up from 224 in Q1 2025.
  • Funds reported $1.21B of NV5 Global stock for Q2 2025, up 24% quarter-over-quarter.
  • 54 funds opened new NV5 Global positions in Q2 2025 and 38 closed out, a net change of +16 holders.
  • The largest NV5 Global buyer in Q2 2025 was Balyasny Asset Management, an estimated $26.5M added.
  • The largest NV5 Global seller in Q2 2025 was American Century Companies, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2025.