Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Neovolta Inc (NEOV)

39 + Investors. Track Smart Money conviction in NEOV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
5Q ▲
Buyers last Q
55%

Smart Money Signals — NEOV

Based on 39 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added NEOV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
39 hedge funds hold NEOV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +70% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+70% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

26 buying21 selling
Last quarter: 26 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 10 → 13 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 51% entered in last year

■ 23% conviction (2yr+) ■ 26% medium ■ 51% new
Only 9 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

3 → 6 → 10 → 13 → 18 new funds/Q
New funds entering each quarter: 6 → 10 → 13 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 36% veterans, 41% new entrants

■ 36% veterans ■ 23% 1-2yr ■ 41% new
Of 44 current holders: 16 (36%) held 2+ years, 10 held 1–2 years, 18 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
13 of 39 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NEOV

In 2026 Q2, 26 hedge funds were net buyers of NEOV (18 opened a new position, 8 added to an existing one), while 21 reduced or exited (8 trimmed, 13 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: NEOV

How many hedge funds hold NEOV — quarterly history vs. share price
Quarterly hedge fund ownership of NEOV vs. share price

Market Analysis: NEOV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NEOV

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: NEOV
39 + Investors

Track Smart Money conviction in NEOV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 39 34 14.71%
13F Shares 15M 10M 47.0%
Total Value $49M $32M 50.28%
New Positions 18 13 +5
Increased Positions 7 7 -
Closed Positions 13 12 +1
Reduced Positions 8 9 -1
Total Calls 2 1 100.0%
Total Puts 3 0 100%
PUT/CALL Ratio 1.5 0.0 Bearish

Statistics: NEOV

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Financial Highlights

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Institutional Holders (2026 Q2)

39 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NEOV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NEOV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legacy Wealth Managment, LLC/ID 6.35% 4,896,515 $15.4M
2 AWM Investment Company, Inc. 0.45% 1,645,557 $5.2M
3 Scientech Research LLC 0.27% 107,676 $339K
4 Arosa Capital Management LP 0.18% 320,000 $1.0M
5 BIP Wealth, LLC 0.02% 214,159 $675K
6 Alyeska Investment Group, L.P. 0.01% 1,550,000 $4.9M
7 Centennial Wealth Advisory LLC 0.01% 10,100 $32K
8 Keel Point, LLC 0.01% 32,355 $102K
9 Marshall Wace, LLP 0.00% 1,975,423 $6.2M
10 Mgo One Seven LLC 0.00% 88,500 $279K
11 Sovran Advisors, LLC 0.00% 24,509 $49K
12 Renaissance Technologies LLC 0.00% 263,751 $831K
13 Independent Financial Group, LLC 0.00% 18,580 $59K
14 Hrt Financial LP 0.00% 178,411 $561K
15 Tower Research Capital LLC (TRC) 0.00% 12,584 $40K
16 Centiva Capital, LP 0.00% 32,996 $104K
17 Vanguard Fiduciary Trust Co 0.00% 219,931 $693K
18 Vanguard Capital Management LLC 0.00% 1,948,140 $6.1M
19 Group One Trading LLC 0.00% 20,289 $64K
20 UBS Group AG 0.00% 173,800 $547K
21 Citadel Advisors LLC 0.00% 158,461 $499K
22 Mariner, LLC 0.00% 16,000 $50K
23 Simplex Trading, LLC 0.00% 23,721 $75K
24 Raymond James Financial Inc 0.00% 38,790 $122K
25 BlackRock, Inc. 0.00% 518,297 $1.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Neovolta Inc (NEOV)

What does the Smart Money Trend signal show for NEOV?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added NEOV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NEOV?

Slight buying edge — 55% buying: Last quarter: 26 funds bought or added vs 21 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NEOV holders?

Smaller funds dominant — 11% AUM from top-100: 13 of 39 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NEOV?

Mostly new holders — 51% entered in last year: Only 9 funds (23%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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