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
+$12.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.98M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.76M
4
American Century Companies
American Century Companies
Missouri
+$5.92M
5
Swedbank
Swedbank
Sweden
+$5.16M

Top Sellers

1
EA
Emerald Advisers
Pennsylvania
-$13.2M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$7.22M
3
NTCM
Nine Ten Capital Management
Illinois
-$6.36M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$5.01M
5
KCM
Kennedy Capital Management
Missouri
-$4.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFA
201
MJT & Associates Financial Advisory
Minnesota
$3.37K +$3.37K +175 New
PA
202
PSI Advisors
Florida
$3.08K – – –
HNB
203
Huntington National Bank
Ohio
$2.83K -$6.32K -328 -69%
SPIA
204
Steward Partners Investment Advisory
New York
$2.78K – – –
BIG
205
Brooklyn Investment Group
New York
$2.51K +$2.51K +130 New
RIL
206
Rothschild Investment LLC
Illinois
$2.31K +$2.02K +105 +700%
PFBT
207
Parkside Financial Bank & Trust
Missouri
$1.62K +$1.62K +84 New
AF
208
Allworth Financial
California
$1.42K +$1.42K +88 New
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16K +$1.16K +60 New
C
210
Covestor
United Kingdom
$1K +$194 +7 +24%
Jones Financial Companies
211
Jones Financial Companies
Missouri
$847 +$847 +44 New
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$694 – – –
FFA
213
Frazier Financial Advisors
Ohio
$540 – – –
SC
214
SouthState Corp
Florida
$540 +$540 +28 New
TWD
215
True Wealth Design
Ohio
$502 +$502 +26 New
FFA
216
Farther Finance Advisors
California
$424 +$424 +22 New
SC
217
Stephens Consulting
Michigan
$386 +$386 +20 New
SS
218
SBI Securities
Japan
$385 +$154 +8 +67%
IA
219
IFP Advisors
Florida
$366 -$358 – –
AWM
220
Abound Wealth Management
Tennessee
$193 +$193 +10 New
LFG
221
Larson Financial Group
Missouri
$77 – – –
CIAM
222
Caitong International Asset Management
Hong Kong
$39 +$39 +2 New
Kayne Anderson Rudnick Investment Management
223
Kayne Anderson Rudnick Investment Management
California
$19 +$19 +1 New
EA
224
Emerald Advisers
Pennsylvania
– -$13.2M -702,679 Closed
EMFAT
225
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$7.22M -383,146 Closed
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