NeoVolta

NEOVW • NASDAQ

NeoVolta is a miscellaneous electrical machinery, equipment & supplies company on NASDAQ. As of Q3 2025, 3 institutional investors hold shares in this company, with total holdings valued at $534.4K. Warberg Asset Management LLC is the largest holder with a position valued at $499.5K.

MISCELLANEOUS ELECTRICAL MACHINERY, EQUIPMENT & SUPPLIES

Employees7.0

Websiteneovolta.com

Country

United States of America

Overview

Overview of institutional ownership in NEOVW as of Q3 2025

All Institutions

Institutions: 3
Value Held: $534.4K
Shares Held: 268.2K
Avg Position: $178.1K
Median Position: $32.0K

Hedge Funds

Hedge Funds: 1
Value Held: $499.5K
Shares Held: 249.7K
Avg Position: $499.5K
Median Position: $499.5K

Biggest Investors

Institutions with the largest positions in NEOVW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
W Warberg Asset Management LLC Hedge Fund•Multi-Strategy	Jonathan Alan Blumberg Managing Partner	$499.5K 0.99% of portfolio	0.00% 249.7K shares	Q4 2022 Held for 2y 11m	$50.4M
Legacy Wealth Managment, LLC/ID RIA/Wealth	Edwin Kyu Sung Ryu Member	$32.0K 0.01% of portfolio	0.00% 16.0K shares	Q3 2024 Held for 1y 2m	$213.7M
A Advisor Group Holdings, Inc. Institution	-	$3.0K 0.00% of portfolio	0.00% 2.5K shares	Q1 2025 Held for 8 months	$71.0B
UBS Group AG Institution	Sergio P. Ermotti CEO	- 0.00% of portfolio	0.00% - shares	Q3 2024 Held for 1y 2m	$511.54B

Net Capital Flow

Institutional buying and selling activity for NEOVW in Q3 2025

Traded: +$19.0K
Buyers: 1
Sellers: 2
Total Bought: +$24.6K
Total Sold: −$5.6K
Avg Position: $133.6K

Biggest Buyers

Institution	Net Bought	Current Position
W Warberg Asset Management LLC Hedge Fund•Multi-Strategy	+$24.6K +12.3K shares	$499.5K 249.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
Legacy Wealth Managment, LLC/ID RIA/Wealth	−$4.3K −2.2K shares	$32.0K 16.0K shares
UBS Group AG Institution	−$1.3K −916.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited NEOVW in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 1
Exited Value: $1.3K

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
UBS Group AG Institution	$1.3K 916.0 shares

Options Activity

Institutions with the largest Call and Put options positions in NEOVW as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with NEOVW as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
W Warberg Asset Management LLC Hedge Fund•Multi-Strategy	Jonathan Alan Blumberg Managing Partner	0.99% $499.5K	0.00% 249.7K shares	Q4 2022 Held for 2y 11m	$50.4M
Legacy Wealth Managment, LLC/ID RIA/Wealth	Edwin Kyu Sung Ryu Member	0.01% $32.0K	0.00% 16.0K shares	Q3 2024 Held for 1y 2m	$213.7M
A Advisor Group Holdings, Inc. Institution	-	0.00% $3.0K	0.00% 2.5K shares	Q1 2025 Held for 8 months	$71.0B
UBS Group AG Institution	Sergio P. Ermotti CEO	0.00% -	0.00% - shares	Q3 2024 Held for 1y 2m	$511.54B

Hedge Fund Spotlight

Discover hedge funds investing in NEOVW

Warberg Asset Management LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerJonathan Alan Blumberg

Portfolio Value: $50.4M
Positions: 93
Last Reported: Q3 2025

Sector Allocation

Position in NeoVolta

Market Value: $499.5K
Shares Held: 249.7K
Portfolio Weight: 0.99%
Owned Since: 2022-Q4

Top Holding	Sector	Market Value	Weight
1 OXY.WS Occidental Petroleum Corporation OXY.WS	Oil & Gas Exploration & Production Energy	$11.4M	22.59%
2 RGTIW Rigetti Computing RGTIW	Computer Hardware Technology	$8.2M	16.31%
3 Stereotaxis STXS	Medical - Instruments & Supplies Healthcare	$3.3M	6.53%

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