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NeoVolta

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.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
6
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LWMI
1
Legacy Wealth Management (Idaho)
Idaho
$15.1M +$3.12M +944,758 +26%
LIS
2
Legacy Investment Solutions
Idaho
$15.1M +$15.1M +4,567,051 New
BlackRock
3
BlackRock
New York
$1.38M -$125K -37,979 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.36M
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.06M -$3.59K -1,087 -0.3%
UBS Group
6
UBS Group
Switzerland
$1.03M +$520K +157,626 +103%
BW
7
BIP Wealth
Georgia
$747K
SA
8
Sovran Advisors
California
$609K +$913 +250 +0.1%
Northern Trust
9
Northern Trust
Illinois
$410K +$2.03K +614 +0.5%
State Street
10
State Street
Massachusetts
$390K +$26.4K +8,000 +7%
RF
11
Rossby Financial
Florida
$343K -$36.3K -11,000 -10%
BCM
12
Bridgeway Capital Management
Texas
$172K
Jane Street
13
Jane Street
New York
$162K -$43.7K -13,238 -21%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$46.7K -$2.18K -659 -4%
Charles Schwab
15
Charles Schwab
California
$42.8K
CWA
16
Centennial Wealth Advisory
Michigan
$33.3K
Morgan Stanley
17
Morgan Stanley
New York
$11.9K -$17.3K -5,241 -59%
Raymond James Financial
18
Raymond James Financial
Florida
$4.92K +$4.92K +1,490 New
TRCT
19
Tower Research Capital (TRC)
New York
$3.64K -$16.7K -5,051 -82%
AF
20
Allworth Financial
California
$3.14K
Bank of America
21
Bank of America
North Carolina
$967 +$165 +50 +21%
HI
22
Harbour Investments
Wisconsin
$330
Fidelity Investments
23
Fidelity Investments
Massachusetts
$110 +$110 +33 New
AFA
24
Arlington Financial Advisors
California
-$126K -58,000 Closed
HF
25
HRT Financial
New York
-$28K -13,212 Closed