NeoVolta
NEOV
23 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, 7 reducing their positions, and 3 closing their positions.
193% more capital invested
Capital invested by funds: $13M → $37.9M (+$25M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15.85% more ownership
Funds ownership: 17.79% → 33.64% (+16%)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMI
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
+$2.71M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$452K |
| 3 |
State Street
Boston,
Massachusetts
|
+$22.9K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$4.27K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$1.76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
-$126K |
| 2 |
BlackRock
New York
|
-$109K |
| 3 |
Jane Street
New York
|
-$38K |
| 4 |
RF
Rossby Financial
Melbourne,
Florida
|
-$31.5K |
| 5 |
HF
HRT Financial
New York
|
-$28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| – | -$438 | -202 | Closed |
|
NEOV Hedge Fund Activity: Q2 2025 in Review
23 of the 7,601 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q2 2025, worth a combined $37.9M — up 193% from $13M a quarter earlier.
Fund positioning in NEOV was balanced in Q2 2025: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 7 trimmed.
The largest buyer was Legacy Wealth Management (Idaho), adding an estimated $2.71M. The largest seller was Arlington Financial Advisors, exiting entirely with an estimated $126K sold.
- 23 institutional investors held NeoVolta (NEOV) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $37.9M of NeoVolta stock for Q2 2025, up 193% quarter-over-quarter.
- 3 funds opened new NeoVolta positions in Q2 2025 and 3 closed out, a net change of 0 holders.
- The largest NeoVolta buyer in Q2 2025 was Legacy Wealth Management (Idaho), an estimated $2.71M added.
- The largest NeoVolta seller in Q2 2025 was Arlington Financial Advisors, an estimated $126K sold.
Based on aggregated 13F filings for Q2 2025.