NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

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

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233 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, 87 reducing their positions, and 38 closing their positions.

Holders
233
Holders Change
+10
Holders Change %
+4.48%
% 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
53
Increased
62
Reduced
87
Closed
38
Calls
$823K
Puts
$1K
Net Calls
+$822K
Net Calls Change
+$1.42M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$31.6M
2
AAM
2
Alpine Associates Management
Florida
$30.5M
3
SSA
3
Schonfeld Strategic Advisors
New York
$24.9M
4
JGC
4
J. Goldman & Co
New York
$14.1M
5
Bank of America
5
Bank of America
North Carolina
$11.8M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$28.6M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$377K
3
GCM
3
Geneva Capital Management
Wisconsin
$19.4M
4
BlackRock
4
BlackRock
New York
$222M
5
Swedbank
5
Swedbank
Sweden
$34.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
201
Peterson Wealth Services
Utah
$9.24K 400 – –
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$8.84K 383 +181 +90%
BNP Paribas Asset Management
203
BNP Paribas Asset Management
France
$8K 333 +333 New
EWA
204
EverSource Wealth Advisors
Alabama
$6.51K 282 -69 -20%
PTC
205
Private Trust Company
Ohio
$6.33K 274 -52 -16%
AA
206
Ancora Advisors
Ohio
$6.26K 271 +271 New
MSG
207
Main Street Group
Virginia
$6.1K 264 – –
PA
208
Parallel Advisors
California
$5.84K 253 -390 -61%
SPIA
209
Steward Partners Investment Advisory
New York
$3.33K 144 – –
MAFA
210
MJT & Associates Financial Advisory
Minnesota
$3.23K 140 -35 -20%
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$3.12K 135 -244 -64%
HFS
212
Hantz Financial Services
Michigan
$3K 135 +135 New
IA
213
IFP Advisors
Florida
$2.89K 109 +109 New
GRP
214
Global Retirement Partners
California
$2.73K 118 +118 New
RIL
215
Rothschild Investment LLC
Illinois
$2.66K 115 -5 -4%
Bessemer Group
216
Bessemer Group
New Jersey
$2K 85 +85 New
AF
217
Allworth Financial
California
$1.73K 75 -13 -15%
VCM
218
Versant Capital Management
Arizona
$1.41K 61 -639 -91%
Jones Financial Companies
219
Jones Financial Companies
Missouri
$1.39K 61 +17 +39%
PFBT
220
Parkside Financial Bank & Trust
Missouri
$1.39K 60 -24 -29%
FDCDDQ
221
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.39K 60 – –
MCM
222
MAI Capital Management
Ohio
$1.32K 57 +57 New
CT
223
Clearstead Trust
Maine
$970 42 +42 New
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$831 36 – –
BFS
225
Bare Financial Services
Pennsylvania
$716 31 +31 New
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