NeoVolta
NEOV
30 hedge funds and large institutions have $34.5M invested in NeoVolta in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1,500% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 1
400% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 2
100% more funds holding
Funds holding: 15 → 30 (+15)
2.14% more ownership
Funds ownership: 25.69% → 27.83% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
15% less capital invested
Capital invested by funds: $40.5M → $34.5M (-$5.98M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$478K |
| 2 |
Jane Street
New York
|
+$330K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$193K |
| 4 |
LIS
Legacy Investment Solutions
Meridian,
Idaho
|
+$181K |
| 5 |
LWMI
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
+$181K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$109K |
| 2 |
Barclays
London,
United Kingdom
|
-$29.3K |
| 3 |
RAM
Riggs Asset Management
Dallas,
Pennsylvania
|
-$1.85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PD
26
Point72 (DIFC)
Dubai,
United Arab Emirates
| $8.33K | +$6.73K | +1,599 | New |
|
|
RS
27
R Squared
Central,
Hong Kong
| $4.32K | +$3.5K | +830 | New |
|
|
AF
28
Allworth Financial
Folsom,
California
| $3.66K | +$4K | +950 | New |
|
29
Fidelity Investments
Boston,
Massachusetts
| $1.04K | +$842 | +200 | New |
|
|
HI
30
Harbour Investments
Madison,
Wisconsin
| $521 | +$421 | +100 | New |
|
|
RAM
31
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$1.85K | -600 | Closed |
|
NEOV Hedge Fund Activity: Q4 2024 in Review
30 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q4 2024, worth a combined $34.5M — down 15% from $40.5M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new NEOV positions and 1 closed out — a net gain of 15 holders — while 10 added to existing stakes and 2 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $478K. The largest seller was UBS Group, cutting an estimated $109K.
- 30 institutional investors held NeoVolta (NEOV) as of Q4 2024, up from 15 in Q3 2024.
- Funds reported $34.5M of NeoVolta stock for Q4 2024, down 15% quarter-over-quarter.
- 16 funds opened new NeoVolta positions in Q4 2024 and 1 closed out, a net change of +15 holders.
- The largest NeoVolta buyer in Q4 2024 was Goldman Sachs, an estimated $478K added.
- The largest NeoVolta seller in Q4 2024 was UBS Group, an estimated $109K sold.
Based on aggregated 13F filings for Q4 2024.