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NeoGenomics

256 hedge funds and large institutions have $1.2B invested in NeoGenomics in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 74 increasing their positions, 91 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

508% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $1.78M

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

2.77% more ownership

Funds ownership: 95.56%98.33% (+2.8%)

1% more funds holding

Funds holding: 253256 (+3)

19% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 91

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

41% less capital invested

Capital invested by funds: $2.02B → $1.2B (-$821M)

Holders
256
Holders Change
+3
Holders Change %
+1.19%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
74
Reduced
91
Closed
35
Calls
$10.8M
Puts
$1.78M
Net Calls
+$9.03M
Net Calls Change
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$1.27K
SS
227
Sunbelt Securities
Texas
$1.22K
SPIA
228
Steward Partners Investment Advisory
New York
$1.11K
BAM
229
Bellevue Asset Management
Washington
$1.06K
RIL
230
Rothschild Investment LLC
Illinois
$1.04K -$562 -45 -29%
AT
231
Arlington Trust
Alabama
$1.02K
TWD
232
True Wealth Design
Ohio
$1.02K +$1.34K +107 New
Amundi
233
Amundi
France
$959 +$787 +63 +134%
PWA
234
Physician Wealth Advisors
Utah
$959 +$1.26K +101 New
VFM
235
Vision Financial Markets
Connecticut
$949 +$1.25K +100 New
SC
236
SouthState Corp
Florida
$931 +$1.22K +98 New
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$902
PS
238
Principal Securities
Iowa
$824
BWL
239
Bogart Wealth LLC
Virginia
$759 -$1.34K -107 -57%
CFD
240
Creative Financial Designs
Indiana
$759
LFG
241
Larson Financial Group
Missouri
$759 +$812 +65 +433%
SW
242
SVB Wealth
Massachusetts
$550 +$724 +58 New
BFS
243
Bare Financial Services
Pennsylvania
$456 +$599 +48 New
PWMG
244
Private Wealth Management Group
New Jersey
$390
SC
245
Stephens Consulting
Michigan
$380 +$499 +40 New
HCP
246
Hexagon Capital Partners
Arkansas
$237 +$312 +25 New
HNB
247
Huntington National Bank
Ohio
$199 +$12 +1 +5%
AWM
248
Abound Wealth Management
Tennessee
$86 -$37 -3 -25%
IA
249
IFP Advisors
Florida
$85
FGAM
250
Financial Gravity Asset Management
Texas
$38 +$50 +4 New

NEO Hedge Fund Activity: Q1 2025 in Review

256 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NeoGenomics (NEO) for Q1 2025, worth a combined $1.2B — down 41% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new NEO positions and 35 closed out — a net gain of 7 holders — while 74 added to existing stakes and 91 trimmed.

The largest buyer was Millennium Management, adding an estimated $66.1M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $40.1M.

  • 256 institutional investors held NeoGenomics (NEO) as of Q1 2025, up from 253 in Q4 2024.
  • Funds reported $1.2B of NeoGenomics stock for Q1 2025, down 41% quarter-over-quarter.
  • 42 funds opened new NeoGenomics positions in Q1 2025 and 35 closed out, a net change of +7 holders.
  • The largest NeoGenomics buyer in Q1 2025 was Millennium Management, an estimated $66.1M added.
  • The largest NeoGenomics seller in Q1 2025 was T. Rowe Price Investment Management, an estimated $40.1M sold.

Based on aggregated 13F filings for Q1 2025.