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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
BlackRock
1
BlackRock
New York
$222M -$9.53M -476,098 -5%
CM
2
Cercano Management
Washington
$90.6M
Vanguard Group
3
Vanguard Group
Pennsylvania
$85.8M -$2.36M -117,777 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$66.3M +$2.95M +147,557 +5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$53.3M +$7.9M +394,648 +21%
State Street
6
State Street
Massachusetts
$50.2M +$267K +13,324 +0.6%
Swedbank
7
Swedbank
Sweden
$34.6M -$8.01M -400,000 -21%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$32M +$627K +31,311 +2%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$31.6M +$26.5M +1,322,992 +2,862%
AAM
10
Alpine Associates Management
Florida
$30.5M +$26.5M +1,322,232 New
American Century Companies
11
American Century Companies
Missouri
$28.6M -$24.4M -1,217,764 -50%
SSA
12
Schonfeld Strategic Advisors
New York
$24.9M +$21.1M +1,054,861 +4,355%
GCM
13
Geneva Capital Management
Wisconsin
$19.4M -$17.7M -885,071 -51%
Charles Schwab
14
Charles Schwab
California
$17.6M -$131K -6,553 -0.9%
TCM
15
Tributary Capital Management
Nebraska
$16M -$3.36M -167,803 -20%
RGC
16
Redwood Grove Capital
California
$14.2M +$1.56M +78,000 +14%
JGC
17
J. Goldman & Co
New York
$14.1M +$12.2M +609,115 New
Northern Trust
18
Northern Trust
Illinois
$13.7M -$483K -24,144 -4%
KCM
19
Kornitzer Capital Management
Kansas
$12.9M
NPIC
20
Neumeier Poma Investment Counsel
California
$12.5M -$1.62M -81,052 -13%
Millennium Management
21
Millennium Management
New York
$12.4M +$5.17M +258,129 +93%
Bank of America
22
Bank of America
North Carolina
$11.8M +$8.68M +433,558 +574%
Morgan Stanley
23
Morgan Stanley
New York
$11.6M -$4.83M -241,248 -32%
GCL
24
Glazer Capital LLC
New York
$9.81M +$8.5M +424,696 New
BCM
25
Beryl Capital Management
California
$9.51M +$8.25M +411,983 New

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.