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NeoVolta

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.

New
Increased
Maintained
Reduced
Closed

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: 2533 (+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: 11 (0)

25% less capital invested

Capital invested by funds: $35M → $26.2M (-$8.78M)

Holders
33
Holders Change
+8
Holders Change %
+32%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
10
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
1
Legacy Wealth Management (Idaho)
Idaho
$17.2M +$717K +169,822 +3%
SA
2
Sovran Advisors
California
$1.57M +$952K +225,516 +97%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.44M +$62.3K +14,768 +3%
BlackRock
4
BlackRock
New York
$1.32M +$37K +8,766 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1M +$39.6K +9,385 +3%
BW
6
BIP Wealth
Georgia
$688K
6CM
7
683 Capital Management
New York
$589K +$818K +193,798 New
State Street
8
State Street
Massachusetts
$413K +$45.2K +10,700 +9%
Northern Trust
9
Northern Trust
Illinois
$349K +$87.9K +20,819 +22%
OAC
10
OMERS Administration Corp
Ontario, Canada
$230K +$319K +75,600 New
UBS Group
11
UBS Group
Switzerland
$200K -$492K -116,599 -64%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$197K +$229K +54,190 +503%
BCM
13
Bridgeway Capital Management
Texas
$159K
Truist Financial
14
Truist Financial
North Carolina
$129K +$179K +42,416 New
MOS
15
MGO One Seven
Ohio
$112K
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$102K +$142K +33,690 New
Morgan Stanley
17
Morgan Stanley
New York
$76.5K -$24.2K -5,722 -19%
LIP
18
Lighthouse Investment Partners
Florida
$74.2K +$103K +24,420 New
Marshall Wace
19
Marshall Wace
United Kingdom
$60.7K -$269K -63,635 -76%
Jane Street
20
Jane Street
New York
$59.9K -$144 -34 -0.2%
VF
21
Virtu Financial
New York
$49K +$68.5K +16,223 New
Charles Schwab
22
Charles Schwab
California
$39.4K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$38K
CWA
24
Centennial Wealth Advisory
Michigan
$30.7K
TRCT
25
Tower Research Capital (TRC)
New York
$15.3K +$11.7K +2,767 +122%

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.