NeoVolta
NEOV
25 hedge funds and large institutions have $35M invested in NeoVolta in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
9% more funds holding
Funds holding: 23 → 25 (+2)
8% less capital invested
Capital invested by funds: $37.9M → $35M (-$2.97M)
10.6% less ownership
Funds ownership: 33.64% → 23.04% (-11%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMI
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
+$4.13M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$370K |
| 3 |
SA
Sovran Advisors
San Diego,
California
|
+$289K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$210K |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$570K |
| 2 |
RF
Rossby Financial
Melbourne,
Florida
|
-$343K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$133K |
| 4 |
Jane Street
New York
|
-$130K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$46.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RF
26
Rossby Financial
Melbourne,
Florida
| – | -$343K | -104,000 | Closed |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$46.7K | -14,141 | Closed |
|
28
Raymond James Financial
St Petersburg,
Florida
| – | -$4.92K | -1,490 | Closed |
|
NEOV Hedge Fund Activity: Q3 2025 in Review
25 of the 7,628 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q3 2025, worth a combined $35M — down 7.8% from $37.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NEOV positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Legacy Wealth Management (Idaho), adding an estimated $4.13M. The largest seller was UBS Group, cutting an estimated $570K.
- 25 institutional investors held NeoVolta (NEOV) as of Q3 2025, up from 23 in Q2 2025.
- Funds reported $35M of NeoVolta stock for Q3 2025, down 7.8% quarter-over-quarter.
- 6 funds opened new NeoVolta positions in Q3 2025 and 3 closed out, a net change of +3 holders.
- The largest NeoVolta buyer in Q3 2025 was Legacy Wealth Management (Idaho), an estimated $4.13M added.
- The largest NeoVolta seller in Q3 2025 was UBS Group, an estimated $570K sold.
Based on aggregated 13F filings for Q3 2025.