NVEE

NV5 Global

Delisted

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

236 hedge funds and large institutions have $1.21B invested in NV5 Global in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 62 increasing their positions, 90 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 223236 (+13)

2.15% more ownership

Funds ownership: 77.58%79.74% (+2.2%)

31% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 90

Holders
236
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$823K
Puts
$1K
Net Calls
Net Calls Change

Top Buyers

1 +$30.5M
2 +$30.5M
3 +$24.4M
4
JGC
J. Goldman & Co
New York
+$14.1M
5
Bank of America
Bank of America
North Carolina
+$10M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
176
Orion Capital Management
California
$164K
CTC
177
Cetera Trust Company
Minnesota
$164K
Osaic Holdings
178
Osaic Holdings
Arizona
$154K
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$146K
FA
180
Financial Avengers
California
$139K
AIP
181
Ameritas Investment Partners
Nebraska
$133K
EIM
182
Essex Investment Management
Massachusetts
$129K
VWWMG
183
Vermillion & White Wealth Management Group
Pennsylvania
$115K
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$105K
CIBC Private Wealth Group
185
CIBC Private Wealth Group
Georgia
$102K
N
186
Natixis
France
$92.1K
Raymond James Financial
187
Raymond James Financial
Florida
$85.7K
AAP
188
Arax Advisory Partners
Colorado
$82.8K
CA
189
Clearstead Advisors
Ohio
$64.7K
KBC Group
190
KBC Group
Belgium
$61K
BTI
191
Blue Trust Inc
Georgia
$57.3K
GI
192
GAMMA Investing
California
$47.1K
FHA
193
First Horizon Advisors
Tennessee
$42K
SCM
194
Sterling Capital Management
North Carolina
$36.2K
BIG
195
Brooklyn Investment Group
New York
$28.7K
RA
196
Rise Advisors
New York
$18.5K
CIAM
197
Caitong International Asset Management
Hong Kong
$17.7K
S
198
SignatureFD
Georgia
$15.7K
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$14.7K
UB
200
UMB Bank
Missouri
$14.5K