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NeoVolta

36 hedge funds and large institutions have $32.3M invested in NeoVolta in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $26.2M → $32.3M (+$6.09M)

9% more funds holding

Funds holding: 3336 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.01% less ownership

Funds ownership: 24.64%24.63% (-0.01%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
7
Reduced
10
Closed
9
Calls
$41K
Puts
Net Calls
+$41K
Net Calls Change
+$41K
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
1
Legacy Wealth Management (Idaho)
Idaho
$16.4M -$1.34M -344,059 -6%
VCM
2
Vanguard Capital Management
Pennsylvania
$5.19M +$6.57M +1,685,921 New
BlackRock
3
BlackRock
New York
$1.51M +$220K +56,469 +13%
DKCM
4
Davidson Kempner Capital Management
New York
$1.23M +$1.56M +400,000 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.14M +$162K +41,471 +13%
Millennium Management
6
Millennium Management
New York
$800K +$1.01M +259,900 New
UBS Group
7
UBS Group
Switzerland
$736K +$675K +173,068 +263%
VFT
8
Vanguard Fiduciary Trust
Pennsylvania
$720K +$911K +233,615 New
BW
9
BIP Wealth
Georgia
$660K -$47K -12,066 -5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$617K +$780K +200,167 New
6CM
11
683 Capital Management
New York
$524K -$92.8K -23,798 -12%
State Street
12
State Street
Massachusetts
$459K +$51.4K +13,200 +10%
Marshall Wace
13
Marshall Wace
United Kingdom
$388K +$413K +106,036 +531%
Northern Trust
14
Northern Trust
Illinois
$352K -$2.27K -583 -0.5%
Barclays
15
Barclays
United Kingdom
$334K +$414K +106,270 +4,708%
Goldman Sachs
16
Goldman Sachs
New York
$196K +$248K +63,643 New
Hudson Bay Capital Management
17
Hudson Bay Capital Management
Connecticut
$182K +$231K +59,182 New
SSA
18
Schonfeld Strategic Advisors
New York
$156K +$198K +50,718 New
Truist Financial
19
Truist Financial
North Carolina
$131K
Bank of America
20
Bank of America
North Carolina
$118K +$149K +38,158 +131,579%
OAC
21
OMERS Administration Corp
Ontario, Canada
$105K -$162K -41,600 -55%
Morgan Stanley
22
Morgan Stanley
New York
$70.5K -$8.82K -2,262 -9%
SA
23
Sovran Advisors
California
$63K -$1.69M -433,178 -95%
Charles Schwab
24
Charles Schwab
California
$39.9K
BHCM
25
Brevan Howard Capital Management
Jersey
$38.5K +$48.8K +12,510 New

NEOV Hedge Fund Activity: Q1 2026 in Review

36 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q1 2026, worth a combined $32.3M — up 23% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NEOV positions and 9 closed out — a net gain of 5 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Davidson Kempner Capital Management, opening a new position worth an estimated $1.56M. The largest seller was Sovran Advisors, cutting an estimated $1.69M.

  • 36 institutional investors held NeoVolta (NEOV) as of Q1 2026, up from 33 in Q4 2025.
  • Funds reported $32.3M of NeoVolta stock for Q1 2026, up 23% quarter-over-quarter.
  • 14 funds opened new NeoVolta positions in Q1 2026 and 9 closed out, a net change of +5 holders.
  • The largest NeoVolta buyer in Q1 2026 was Davidson Kempner Capital Management, an estimated $1.56M added.
  • The largest NeoVolta seller in Q1 2026 was Sovran Advisors, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2026.