QUBT Quantum Computing Inc.

NEUTRAL Impact: 5/10 Institutional Cluster
Horizon weeks Processed 3mo ago
Institutional cluster: 3 buyers, 0 sellers (bullish)
Final — all horizons settled through T+60d ⚠ clustered
QUBT ▲ +35.97% at T+60d
NEUTRAL call ✓ call won +35.97% · α vs SPY +26.65% · entry $8.59 → $11.68
Entry anchored
Feb 27, 03:59 PM ET
via Databento tick
T+1d
-10.01%
call -10.01% · α -9.10%
$7.73
settled 3mo ago
T+5d
-11.18%
call -11.18% · α -9.97%
$7.63
settled 3mo ago
T+20d
-26.54%
call -26.54% · α -18.60%
$6.31
settled 3mo ago
T+60d
+35.97%
call +35.97% · α +26.65%
$11.68
settled 15d ago

Executive Summary

Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — collectively established new or expanded positions in Quantum Computing Inc. (QUBT) during Q4 2024, adding a net $11.1 million in holdings. The cluster is entirely on the buy side with no sellers, led by Morgan Stanley doubling down with a $10.2M increase. This suggests growing institutional interest, though all buyers are passive managers, indicating potential index-related flows rather than active conviction.

Key Financial Metrics

Direction
accumulating
Buy Value
$11.1M
Net Flow
$11.1M

Institutional Positions

Net institutional flow: $11.1M

▲ Buyers (3)

InstitutionActionChangePosition ValueValue Δ
Morgan Stanley DOUBLED +17584.1% $10.2M $10.2M
Wells Fargo NEW +0% $365.0K $365.0K
Schwab NEW +0% $506.0K $506.0K

Actionable Insight

Monitor whether active institutional investors begin accumulating in the next quarter; current buying is passive, which may reflect index inclusion or rebalancing rather than fundamental optimism. A lack of active manager participation limits the bullish signal strength despite the net inflow.

Key Facts

  • Morgan Stanley doubled its position in QUBT, increasing holdings by 175,841% (from 3.5K to 615.8K shares), adding $10.2M in value.
  • Wells Fargo and Schwab initiated new positions with $365K and $506K, respectively.
  • No institutional selling was detected in this quarter.
  • All three buyers are classified as mega-passive institutions, suggesting index-driven or benchmark-aligned activity rather than active fundamental conviction.

Financial Impact

3 institutions accumulated $11.1M in new positions, with no offsetting sales.

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Risk Factors

  • Passive buying may reverse on index changes or ETF outflows, not fundamentals.
  • Lack of active manager participation suggests limited conviction in QUBT's near-term prospects.

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-QUBT-2024-Q4
2 reports for QUBT
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for QUBT — sortable, filterable
Type Now
Mar 5, 2026
13w ago
8-K
BULLISH ★ 7/10
$7.72 $12.39▲ +60.49%▲ +49.19%
Feb 28, 2026
14w ago
Institutional Cluster
NEUTRAL ★ 5/10
$8.59 $11.68▲ +35.97%▲ +26.65%
Showing 2 of 2

US Market Status

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