NeoVolta
NEOV
23 hedge funds and large institutions have $13M invested in NeoVolta in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 9 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
10.04% less ownership
Funds ownership: 27.83% → 17.79% (-10%)
23% less funds holding
Funds holding: 30 → 23 (-7)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
62% less capital invested
Capital invested by funds: $34.5M → $13M (-$21.5M)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$505K |
| 2 |
LWMI
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
+$316K |
| 3 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$194K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$175K |
| 5 |
SA
Sovran Advisors
San Diego,
California
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$592K |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
-$185K |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$167K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$154K |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$90.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Marshall Wace
London,
United Kingdom
| – | -$167K | -32,132 | Closed |
|
|
27
Balyasny Asset Management
Chicago,
Illinois
| – | -$90.2K | -17,309 | Closed |
|
|
PAS
28
Point72 Asia (Singapore)
Singapore
| – | -$47.5K | -9,116 | Closed |
|
|
BCMLT
29
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$26.1K | -5,000 | Closed |
|
|
PD
30
Point72 (DIFC)
Dubai,
United Arab Emirates
| – | -$8.33K | -1,599 | Closed |
|
|
RS
31
R Squared
Central,
Hong Kong
| – | -$4.32K | -830 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | -$1.04K | -200 | Closed |
|
NEOV Hedge Fund Activity: Q1 2025 in Review
23 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q1 2025, worth a combined $13M — down 62% from $34.5M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NEOV and 3 opened new positions — a net loss of 6 holders — while 5 trimmed existing stakes and 9 added.
The largest buyer was UBS Group, adding an estimated $505K. The largest seller was Goldman Sachs, exiting entirely with an estimated $592K sold.
- 23 institutional investors held NeoVolta (NEOV) as of Q1 2025, down from 30 in Q4 2024.
- Funds reported $13M of NeoVolta stock for Q1 2025, down 62% quarter-over-quarter.
- 3 funds opened new NeoVolta positions in Q1 2025 and 9 closed out, a net change of -6 holders.
- The largest NeoVolta buyer in Q1 2025 was UBS Group, an estimated $505K added.
- The largest NeoVolta seller in Q1 2025 was Goldman Sachs, an estimated $592K sold.
Based on aggregated 13F filings for Q1 2025.