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NeoVolta
NEOV

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
-7
Holders Change %
-23.33%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
9
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$327K
2
LWMI
Legacy Wealth Management (Idaho)
Idaho
+$205K
3
AFA
Arlington Financial Advisors
California
+$126K
4
BCM
Bridgeway Capital Management
Texas
+$113K
5
SA
Sovran Advisors
California
+$94.7K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$592K
2
SSA
Schonfeld Strategic Advisors
New York
-$185K
3
Marshall Wace
Marshall Wace
United Kingdom
-$167K
4
Bank of America
Bank of America
North Carolina
-$99.5K
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$90.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMI
1
Legacy Wealth Management (Idaho)
Idaho
$7.86M +$205K +94,397 +3%
BlackRock
2
BlackRock
New York
$991K +$10.7K +4,951 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$893K – – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$696K +$26.2K +12,049 +4%
BW
5
BIP Wealth
Georgia
$491K +$15.4K +7,119 +3%
SA
6
Sovran Advisors
California
$353K +$94.7K +44,671 +37%
UBS Group
7
UBS Group
Switzerland
$334K +$327K +150,662 +4,979%
RF
8
Rossby Financial
Florida
$309K +$89.9K +33,500 +41%
Northern Trust
9
Northern Trust
Illinois
$268K -$9.64K -4,440 -3%
State Street
10
State Street
Massachusetts
$239K – – –
Jane Street
11
Jane Street
New York
$135K -$34.9K -16,078 -21%
AFA
12
Arlington Financial Advisors
California
$126K +$126K +58,000 New
BCM
13
Bridgeway Capital Management
Texas
$113K +$113K +52,200 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$32.1K -$30 -14 -0.1%
Charles Schwab
15
Charles Schwab
California
$28.1K – – –
HF
16
HRT Financial
New York
$28K +$28K +13,212 New
CWA
17
Centennial Wealth Advisory
Michigan
$21.9K – – –
Morgan Stanley
18
Morgan Stanley
New York
$19.2K +$4.45K +2,049 +30%
TRCT
19
Tower Research Capital (TRC)
New York
$13.4K +$6.72K +3,097 +101%
AF
20
Allworth Financial
California
$2.17K – – –
Bank of America
21
Bank of America
North Carolina
$527 -$99.5K -45,888 -99%
HI
22
Harbour Investments
Wisconsin
$217 – – –
Goldman Sachs
23
Goldman Sachs
New York
– -$592K -113,616 Closed
SSA
24
Schonfeld Strategic Advisors
New York
– -$185K -35,543 Closed
Marshall Wace
25
Marshall Wace
United Kingdom
– -$167K -32,132 Closed
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