NEOV icon

NeoVolta

22 hedge funds and large institutions have $37.9M invested in NeoVolta in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
6
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LWMI
1
Legacy Wealth Management (Idaho)
Idaho
$15.1M 4,567,051 +944,758 +26%
LIS
2
Legacy Investment Solutions
Idaho
$15.1M 4,567,051 +4,567,051 New
BlackRock
3
BlackRock
New York
$1.38M 418,558 -37,979 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.36M 411,467
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.06M 319,584 -1,087 -0.3%
UBS Group
6
UBS Group
Switzerland
$1.03M 311,314 +157,626 +103%
BW
7
BIP Wealth
Georgia
$747K 226,225
SA
8
Sovran Advisors
California
$609K 166,921 +250 +0.1%
Northern Trust
9
Northern Trust
Illinois
$410K 124,172 +614 +0.5%
State Street
10
State Street
Massachusetts
$390K 118,264 +8,000 +7%
RF
11
Rossby Financial
Florida
$343K 104,000 -11,000 -10%
BCM
12
Bridgeway Capital Management
Texas
$172K 52,200
Jane Street
13
Jane Street
New York
$162K 49,019 -13,238 -21%
Charles Schwab
14
Charles Schwab
California
$42.8K 12,964
CWA
15
Centennial Wealth Advisory
Michigan
$33.3K 10,100
Morgan Stanley
16
Morgan Stanley
New York
$11.9K 3,591 -5,241 -59%
Raymond James Financial
17
Raymond James Financial
Florida
$4.92K 1,490 +1,490 New
TRCT
18
Tower Research Capital (TRC)
New York
$3.64K 1,102 -5,051 -82%
AF
19
Allworth Financial
California
$3.14K 950
Bank of America
20
Bank of America
North Carolina
$967 293 +50 +21%
HI
21
Harbour Investments
Wisconsin
$330 100
Fidelity Investments
22
Fidelity Investments
Massachusetts
$110 33 +33 New
AFA
23
Arlington Financial Advisors
California
-58,000 Closed
HF
24
HRT Financial
New York
-13,212 Closed
Barclays
25
Barclays
United Kingdom
-202 Closed