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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
PS
201
Principal Securities
Iowa
$12.6K -$2.52K -126 -19%
FFA
202
Farther Finance Advisors
California
$10.6K +$8.75K +437 +1,986%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$10.3K
DB
204
Danske Bank
Denmark
$9.24K
PWS
205
Peterson Wealth Services
Utah
$9.24K
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$8.84K +$3.62K +181 +90%
BNP Paribas Asset Management
207
BNP Paribas Asset Management
France
$8K +$6.67K +333 New
EWA
208
EverSource Wealth Advisors
Alabama
$6.51K -$1.38K -69 -20%
PTC
209
Private Trust Company
Ohio
$6.33K -$1.04K -52 -16%
AA
210
Ancora Advisors
Ohio
$6.26K +$5.42K +271 New
MSG
211
Main Street Group
Virginia
$6.1K
PA
212
Parallel Advisors
California
$5.84K -$7.81K -390 -61%
SPIA
213
Steward Partners Investment Advisory
New York
$3.33K
MAFA
214
MJT & Associates Financial Advisory
Minnesota
$3.23K -$701 -35 -20%
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$3.12K -$4.88K -244 -64%
HFS
216
Hantz Financial Services
Michigan
$3K +$2.7K +135 New
IA
217
IFP Advisors
Florida
$2.89K +$2.18K +109 New
GRP
218
Global Retirement Partners
California
$2.73K +$2.36K +118 New
RIL
219
Rothschild Investment LLC
Illinois
$2.65K -$100 -5 -4%
Bessemer Group
220
Bessemer Group
New Jersey
$2K +$1.7K +85 New
AF
221
Allworth Financial
California
$1.73K -$260 -13 -15%
VCM
222
Versant Capital Management
Arizona
$1.41K -$12.8K -639 -91%
Jones Financial Companies
223
Jones Financial Companies
Missouri
$1.39K +$340 +17 +39%
PFBT
224
Parkside Financial Bank & Trust
Missouri
$1.39K -$480 -24 -29%
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.39K

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.