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
PS
201
Principal Securities
Iowa
$12.6K
FFA
202
Farther Finance Advisors
California
$10.6K
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$10.3K
PWS
204
Peterson Wealth Services
Utah
$9.24K
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$8.84K
BNP Paribas Asset Management
206
BNP Paribas Asset Management
France
$8K
EWA
207
EverSource Wealth Advisors
Alabama
$6.51K
PTC
208
Private Trust Company
Ohio
$6.33K
AA
209
Ancora Advisors
Ohio
$6.26K
MSG
210
Main Street Group
Virginia
$6.1K
PA
211
Parallel Advisors
California
$5.84K
SPIA
212
Steward Partners Investment Advisory
New York
$3.33K
MAFA
213
MJT & Associates Financial Advisory
Minnesota
$3.23K
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$3.12K
HFS
215
Hantz Financial Services
Michigan
$3K
IA
216
IFP Advisors
Florida
$2.89K
GRP
217
Global Retirement Partners
California
$2.73K
RIL
218
Rothschild Investment LLC
Illinois
$2.65K
Bessemer Group
219
Bessemer Group
New Jersey
$2K
AF
220
Allworth Financial
California
$1.73K
VCM
221
Versant Capital Management
Arizona
$1.41K
Jones Financial Companies
222
Jones Financial Companies
Missouri
$1.39K
PFBT
223
Parkside Financial Bank & Trust
Missouri
$1.39K
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.39K
MCM
225
MAI Capital Management
Ohio
$1.32K