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NVEE

NV5 Global

Delisted

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

3 hedge funds and large institutions have $818K invested in NV5 Global in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 232 closing their positions.

New
Increased
Maintained
Reduced
Closed

79.67% less ownership

Funds ownership: 79.72%0.05% (-80%)

99% less funds holding

Funds holding: 2383 (-235)

100% less capital invested

Capital invested by funds: $1.21B → $818K (-$1.21B)

100% less funds holding in top 10

Funds holding in top 10: 70 (-7)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 232

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
3
Holders Change
-235
Holders Change %
-98.74%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
Reduced
2
Closed
232
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KOC
1
Koss-Olinger Consulting
Florida
$795K
Osaic Holdings
2
Osaic Holdings
Arizona
$20.4K -$118K -5,147 -85%
IA
3
IFP Advisors
Florida
$2.37K -$92 -4 -4%
BlackRock
4
BlackRock
New York
-$222M -9,610,552 Closed
CM
5
Cercano Management
Washington
-$90.6M -3,925,599 Closed
Vanguard Group
6
Vanguard Group
Pennsylvania
-$85.8M -3,714,597 Closed
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
-$66.3M -2,870,793 Closed
Bank of New York Mellon
8
Bank of New York Mellon
New York
-$53.3M -2,307,879 Closed
State Street
9
State Street
Massachusetts
-$50.2M -2,175,412 Closed
Swedbank
10
Swedbank
Sweden
-$34.6M -1,500,000 Closed
Geode Capital Management
11
Geode Capital Management
Massachusetts
-$32M -1,384,779 Closed
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
-$31.6M -1,369,224 Closed
AAM
13
Alpine Associates Management
Florida
-$30.5M -1,322,232 Closed
American Century Companies
14
American Century Companies
Missouri
-$28.6M -1,236,763 Closed
SSA
15
Schonfeld Strategic Advisors
New York
-$24.9M -1,079,081 Closed
GCM
16
Geneva Capital Management
Wisconsin
-$19.4M -838,608 Closed
Charles Schwab
17
Charles Schwab
California
-$17.6M -760,634 Closed
TCM
18
Tributary Capital Management
Nebraska
-$16M -692,520 Closed
RGC
19
Redwood Grove Capital
California
-$14.2M -617,108 Closed
JGC
20
J. Goldman & Co
New York
-$14.1M -609,115 Closed
Northern Trust
21
Northern Trust
Illinois
-$13.7M -595,040 Closed
KCM
22
Kornitzer Capital Management
Kansas
-$12.9M -559,480 Closed
NPIC
23
Neumeier Poma Investment Counsel
California
-$12.5M -540,395 Closed
Millennium Management
24
Millennium Management
New York
-$12.4M -536,262 Closed
Bank of America
25
Bank of America
North Carolina
-$11.8M -509,142 Closed

NVEE Hedge Fund Activity: Q3 2025 in Review

3 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NV5 Global (NVEE) for Q3 2025, worth a combined $818K — down 100% from $1.21B a quarter earlier.

Sellers outnumbered buyers: 232 funds closed out of NVEE and 0 opened new positions — a net loss of 232 holders — while 2 trimmed existing stakes and 0 added.

The largest seller was BlackRock, exiting entirely with an estimated $222M sold.

  • 3 institutional investors held NV5 Global (NVEE) as of Q3 2025, down from 238 in Q2 2025.
  • Funds reported $818K of NV5 Global stock for Q3 2025, down 100% quarter-over-quarter.
  • 0 funds opened new NV5 Global positions in Q3 2025 and 232 closed out, a net change of -232 holders.
  • The largest NV5 Global seller in Q3 2025 was BlackRock, an estimated $222M sold.

Based on aggregated 13F filings for Q3 2025.