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NVX

NOVONIX
NVX

32 hedge funds and large institutions have $3.28M invested in NOVONIX in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

394% more call options, than puts

Call options by funds: $543K | Put options by funds: $110K

0.01% more ownership

Funds ownership: 2.19% → 2.2% (+0.01%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

3% less funds holding

Funds holding: 33 → 32 (-1)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

31% less capital invested

Capital invested by funds: $4.75M → $3.28M (-$1.46M)

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
7
Reduced
8
Closed
12
Calls
$543K
Puts
$110K
Net Calls
+$433K
Net Calls Change
-$998K

Top Buyers

Rank Fund Capital Flow
1
FACM
Forest Avenue Capital Management
Florida
+$1.17M
2
UBS Group
UBS Group
Switzerland
+$478K
3
Citadel Advisors
Citadel Advisors
Florida
+$215K
4
SP
SmartHarvest Portfolios
Washington
+$141K
5
IAA
Independent Advisor Alliance
North Carolina
+$108K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$722K
2
Morgan Stanley
Morgan Stanley
New York
-$516K
3
Marshall Wace
Marshall Wace
United Kingdom
-$358K
4
Millennium Management
Millennium Management
New York
-$202K
5
QC
Quadrature Capital
United Kingdom
-$97.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.28K -$534 -550 -23%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1K – – –
Jones Financial Companies
28
Jones Financial Companies
Missouri
$931 – – –
BlackRock
29
BlackRock
New York
$690 +$972 +1,000 New
WPA
30
Wealth Preservation Advisors
Tennessee
$351 -$1.72K -1,768 -78%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$186 – – –
CIAM
32
Caitong International Asset Management
Hong Kong
$1 +$1 +1 New
QC
33
Quadrature Capital
United Kingdom
– -$97.3K -96,306 Closed
VF
34
Virtu Financial
New York
– -$77K -76,137 Closed
XC
35
XY Capital
Hong Kong
– -$65.8K -65,109 Closed
OMC
36
Old Mission Capital
Illinois
– -$31.7K -31,418 Closed
Citigroup
37
Citigroup
New York
– -$26.9K -26,649 Closed
GWM
38
GK Wealth Management
Nevada
– -$25.6K -25,375 Closed
Goldman Sachs
39
Goldman Sachs
New York
– -$24.8K -24,513 Closed
SG
40
StoneX Group
New York
– -$18.4K -18,168 Closed
PEAK6
41
PEAK6
Illinois
– -$10.1K -10,000 Closed
AF
42
Allworth Financial
California
– -$1.01K -1,000 Closed
PWA
43
Physician Wealth Advisors
Utah
– -$497 -492 Closed
EWA
44
EverSource Wealth Advisors
Alabama
– -$474 -469 Closed
1
2

NVX Hedge Fund Activity: Q1 2026 in Review

32 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in NOVONIX (NVX) for Q1 2026, worth a combined $3.28M — down 31% from $4.75M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NVX and 11 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 7 added.

The largest buyer was Forest Avenue Capital Management, opening a new position worth an estimated $1.17M. The largest seller was Jane Street, cutting an estimated $722K.

  • 32 institutional investors held NOVONIX (NVX) as of Q1 2026, down from 33 in Q4 2025.
  • Funds reported $3.28M of NOVONIX stock for Q1 2026, down 31% quarter-over-quarter.
  • 11 funds opened new NOVONIX positions in Q1 2026 and 12 closed out, a net change of -1 holder.
  • The largest NOVONIX buyer in Q1 2026 was Forest Avenue Capital Management, an estimated $1.17M added.
  • The largest NOVONIX seller in Q1 2026 was Jane Street, an estimated $722K sold.

Based on aggregated 13F filings for Q1 2026.