NeoVolta
NEOV
33 hedge funds and large institutions have $26.2M invested in NeoVolta in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
32% more funds holding
Funds holding: 25 → 33 (+8)
1.59% more ownership
Funds ownership: 23.04% → 24.64% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less capital invested
Capital invested by funds: $35M → $26.2M (-$8.78M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sovran Advisors
San Diego,
California
|
+$952K |
| 2 |
6CM
683 Capital Management
New York
|
+$818K |
| 3 |
LWMI
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
+$717K |
| 4 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$319K |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$229K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$492K |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$269K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$62.1K |
| 4 |
Millennium Management
New York
|
-$52.6K |
| 5 |
Morgan Stanley
New York
|
-$24.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| $6.86K | +$9.53K | +2,257 | New |
|
27
CIBC Private Wealth Group
Atlanta,
Georgia
| $3.04K | +$4.22K | +1,000 | New |
|
|
AF
28
Allworth Financial
Folsom,
California
| $2.89K | – | – | – |
|
29
JP Morgan Chase
New York
| $1.83K | +$2.54K | +603 | New |
|
|
QL
30
Quarry LP
New York
| $1.61K | +$2.24K | +531 | New |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $304 | – | – | – |
|
32
Fidelity Investments
Boston,
Massachusetts
| $269 | +$232 | +55 | +167% |
|
|
33
Bank of America
Charlotte,
North Carolina
| $88 | -$62.1K | -14,707 | -100% |
|
|
34
Millennium Management
New York
| – | -$52.6K | -11,792 | Closed |
|
35
Citigroup
New York
| – | -$80 | -18 | Closed |
|
NEOV Hedge Fund Activity: Q4 2025 in Review
33 of the 8,243 institutional investors tracked by Wall St. Rank reported a position in NeoVolta (NEOV) for Q4 2025, worth a combined $26.2M — down 25% from $35M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new NEOV positions and 2 closed out — a net gain of 8 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Sovran Advisors, adding an estimated $952K. The largest seller was UBS Group, cutting an estimated $492K.
- 33 institutional investors held NeoVolta (NEOV) as of Q4 2025, up from 25 in Q3 2025.
- Funds reported $26.2M of NeoVolta stock for Q4 2025, down 25% quarter-over-quarter.
- 10 funds opened new NeoVolta positions in Q4 2025 and 2 closed out, a net change of +8 holders.
- The largest NeoVolta buyer in Q4 2025 was Sovran Advisors, an estimated $952K added.
- The largest NeoVolta seller in Q4 2025 was UBS Group, an estimated $492K sold.
Based on aggregated 13F filings for Q4 2025.