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NVEE

NV5 Global
NVEE

Delisted

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

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224 hedge funds and large institutions have $975M invested in NV5 Global in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 85 increasing their positions, 63 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

35% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 63

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

2% more funds holding

Funds holding: 220 → 224 (+4)

1.16% more ownership

Funds ownership: 76.42% → 77.58% (+1.2%)

4% more capital invested

Capital invested by funds: $937M → $975M (+$38.2M)

80% less call options, than puts

Call options by funds: $148K | Put options by funds: $747K

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
3%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
40
Increased
85
Reduced
63
Closed
35
Calls
$148K
Puts
$747K
Net Calls
-$599K
Net Calls Change
+$32K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$11.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.48M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$7.37M
4
American Century Companies
American Century Companies
Missouri
+$5.62M
5
Swedbank
Swedbank
Sweden
+$4.9M

Top Sellers

Rank Fund Capital Flow
1
EA
Emerald Advisers
Pennsylvania
-$13.2M
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$7.22M
3
NTCM
Nine Ten Capital Management
Illinois
-$6.04M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.76M
5
KCM
Kennedy Capital Management
Missouri
-$4.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$3.89K +$971 +53 +36%
MAFA
202
MJT & Associates Financial Advisory
Minnesota
$3.37K +$3.21K +175 New
PA
203
PSI Advisors
Florida
$3.08K – – –
HNB
204
Huntington National Bank
Ohio
$2.83K -$6.01K -328 -69%
SPIA
205
Steward Partners Investment Advisory
New York
$2.77K – – –
BIG
206
Brooklyn Investment Group
New York
$2.51K +$2.38K +130 New
RIL
207
Rothschild Investment LLC
Illinois
$2.31K +$1.92K +105 +700%
PFBT
208
Parkside Financial Bank & Trust
Missouri
$1.62K +$1.54K +84 New
AF
209
Allworth Financial
California
$1.42K +$1.61K +88 New
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16K +$1.1K +60 New
C
211
Covestor
United Kingdom
$1K +$128 +7 +24%
Jones Financial Companies
212
Jones Financial Companies
Missouri
$847 +$806 +44 New
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$694 – – –
FFA
214
Frazier Financial Advisors
Ohio
$540 – – –
SC
215
SouthState Corp
Florida
$540 +$513 +28 New
TWD
216
True Wealth Design
Ohio
$502 +$476 +26 New
FFA
217
Farther Finance Advisors
California
$424 +$403 +22 New
SC
218
Stephens Consulting
Michigan
$386 +$366 +20 New
SS
219
SBI Securities
Japan
$385 +$146 +8 +67%
IA
220
IFP Advisors
Florida
$366 – – –
AWM
221
Abound Wealth Management
Tennessee
$193 +$183 +10 New
LFG
222
Larson Financial Group
Missouri
$77 – – –
CIAM
223
Caitong International Asset Management
Hong Kong
$39 +$37 +2 New
Kayne Anderson Rudnick Investment Management
224
Kayne Anderson Rudnick Investment Management
California
$19 +$18 +1 New
EA
225
Emerald Advisers
Pennsylvania
– -$13.2M -702,679 Closed
7 8
9
10 11

NVEE Hedge Fund Activity: Q1 2025 in Review

224 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q1 2025, worth a combined $975M — up 4.1% from $937M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NVEE positions and 35 closed out — a net gain of 5 holders — while 85 added to existing stakes and 63 trimmed.

The largest buyer was BlackRock, adding an estimated $11.6M. The largest seller was Emerald Advisers, exiting entirely with an estimated $13.2M sold.

  • 224 institutional investors held NV5 Global (NVEE) as of Q1 2025, up from 220 in Q4 2024.
  • Funds reported $975M of NV5 Global stock for Q1 2025, up 4.1% quarter-over-quarter.
  • 40 funds opened new NV5 Global positions in Q1 2025 and 35 closed out, a net change of +5 holders.
  • The largest NV5 Global buyer in Q1 2025 was BlackRock, an estimated $11.6M added.
  • The largest NV5 Global seller in Q1 2025 was Emerald Advisers, an estimated $13.2M sold.

Based on aggregated 13F filings for Q1 2025.