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NeoVolta
NEOV

Overview Fund Activity

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.

Holders
30
Holders Change
+15
Holders Change %
+100%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
10
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$592K
2
SA
2
Sovran Advisors
California
$514K
3
RF
3
Rossby Financial
Florida
$425K
4
Jane Street
4
Jane Street
New York
$408K
5
Bank of America
5
Bank of America
North Carolina
$240K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$15.8K
2
Barclays
2
Barclays
United Kingdom
$24K
3
RAM
3
Riggs Asset Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWMI
1
Legacy Wealth Management (Idaho)
Idaho
$11.5M 3,527,896 +43,102 +1%
LIS
2
Legacy Investment Solutions
Idaho
$11.5M 3,527,896 +43,102 +1%
BlackRock
3
BlackRock
New York
$2.35M 451,586 +30,423 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.14M 411,467 +19,574 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.61M 308,622 +2,298 +0.8%
BW
6
BIP Wealth
Georgia
$1.14M 219,106 +18,892 +9%
Northern Trust
7
Northern Trust
Illinois
$667K 127,998 +42,678 +50%
Goldman Sachs
8
Goldman Sachs
New York
$592K 113,616 +113,616 New
State Street
9
State Street
Massachusetts
$574K 110,264 +9,450 +9%
SA
10
Sovran Advisors
California
$514K 122,000 +122,000 New
RF
11
Rossby Financial
Florida
$425K 81,500 +81,500 New
Jane Street
12
Jane Street
New York
$408K 78,335 +78,335 New
Bank of America
13
Bank of America
North Carolina
$240K 46,131 +45,833 +15,380%
SSA
14
Schonfeld Strategic Advisors
New York
$185K 35,543 +35,543 New
Marshall Wace
15
Marshall Wace
United Kingdom
$167K 32,132 +32,132 New
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$90.2K 17,309 +17,309 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$77.2K 14,814 +14,814 New
Charles Schwab
18
Charles Schwab
California
$67.5K 12,964 – –
CWA
19
Centennial Wealth Advisory
Michigan
$52.6K 10,100 – –
PAS
20
Point72 Asia (Singapore)
Singapore
$47.5K 9,116 +9,116 New
Morgan Stanley
21
Morgan Stanley
New York
$35.3K 6,783 +5,783 +578%
BCMLT
22
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.1K 5,000 +5,000 New
Barclays
23
Barclays
United Kingdom
$24K 4,527 -6,948 -61%
TRCT
24
Tower Research Capital (TRC)
New York
$15.9K 3,056 +3,056 New
UBS Group
25
UBS Group
Switzerland
$15.8K 3,026 -25,789 -89%
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