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QuantumScape

329 hedge funds and large institutions have $995M invested in QuantumScape in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 91 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+2
Holders Change %
+0.61%
% of All Funds
5.19%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
37
Increased
96
Reduced
91
Closed
32
Calls
$62.9M
Puts
$75.8M
Net Calls
-$12.9M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WOC
301
West Oak Capital
California
$855
SN
302
Sittner & Nelson
Oregon
$799
BWL
303
Bogart Wealth LLC
Virginia
$799 +$799 +100 New
CPG
304
Cornerstone Planning Group
New Jersey
$799 +$799 +100 New
FP
305
Financial Perspectives
Minnesota
$767
MTIC
306
Missouri Trust & Investment Company
Missouri
$719
VCM
307
Versant Capital Management
Arizona
$607 +$607 +76 New
LWA
308
Lowe Wealth Advisors
Maryland
$599
SIC
309
Salem Investment Counselors
North Carolina
$416
TFM
310
TFC Financial Management
Massachusetts
$360 +$360 +45 New
GI
311
Gradient Investments
Minnesota
$328 +$328 +41 New
AF
312
Advisornet Financial
Minnesota
$288 -$632 -79 -69%
BBHC
313
Brown Brothers Harriman & Co
New York
$240
SS
314
Sunbelt Securities
Texas
$240
GWMIA
315
Global Wealth Management Investment Advisory
Florida
$240 +$240 +30 New
NSIM
316
North Star Investment Management
Illinois
$216
2L
317
25 LLC
Missouri
$203
BWM
318
Baystate Wealth Management
Massachusetts
$200 +$200 +25 New
FA
319
Fiduciary Alliance
South Carolina
$152 +$152 +19 New
WP
320
WealthPLAN Partners
Nebraska
$120
BCPWM
321
Bradley & Co Private Wealth Management
Florida
$80
FGAM
322
Financial Gravity Asset Management
Texas
$58 +$58 +8 New
SIC
323
SJS Investment Consulting
Ohio
$40
NMG
324
New Millennium Group
Utah
$32 -$160 -20 -83%
TIM
325
Tortoise Investment Management
New York
$16