Lite Strategy Inc
LITS
30 hedge funds and large institutions have $7.81M invested in Lite Strategy Inc in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 7 closing their positions.
0.16% more ownership
Funds ownership: 41% → 41.16% (+0.16%)
2% less capital invested
Capital invested by funds: $7.94M → $7.81M (-$130K)
6% less funds holding
Funds holding: 32 → 30 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$78.1K |
| 2 |
CCM
Corsair Capital Management
New York
|
+$76.1K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$25K |
| 4 |
FIA
FNY Investment Advisers
New York
|
+$21.9K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$21.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$55.6K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$46.2K |
| 3 |
Renaissance Technologies
New York
|
-$23.9K |
| 4 |
BlackRock
New York
|
-$23.1K |
| 5 |
Squarepoint
New York
|
-$21.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWM
26
HighMark Wealth Management
St. Paul,
Minnesota
| $831 | – | – | – |
|
27
Bank of America
Charlotte,
North Carolina
| $559 | +$25 | +8 | +4% |
|
|
EWM
28
Evermay Wealth Management
Arlington,
Virginia
| $360 | – | – | – |
|
29
JP Morgan Chase
New York
| $237 | +$81 | +26 | +46% |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$46.2K | -15,887 | Closed |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -276 | Closed |
|
32
RhumbLine Advisers
Boston,
Massachusetts
| – | -$355 | -122 | Closed |
|
33
Wells Fargo
San Francisco,
California
| – | -$291 | -100 | Closed |
|
|
CA
34
Clearstead Advisors
Cleveland,
Ohio
| – | -$44 | -15 | Closed |
|
35
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$6 | -2 | Closed |
|
LITS Hedge Fund Activity: Q3 2024 in Review
30 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Lite Strategy Inc (LITS) for Q3 2024, worth a combined $7.81M — down 1.6% from $7.94M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of LITS and 5 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 6 added.
The largest buyer was World Investment Advisors, opening a new position worth an estimated $78.1K. The largest seller was Acadian Asset Management, cutting an estimated $55.6K.
- 30 institutional investors held Lite Strategy Inc (LITS) as of Q3 2024, down from 32 in Q2 2024.
- Funds reported $7.81M of Lite Strategy Inc stock for Q3 2024, down 1.6% quarter-over-quarter.
- 5 funds opened new Lite Strategy Inc positions in Q3 2024 and 7 closed out, a net change of -2 holders.
- The largest Lite Strategy Inc buyer in Q3 2024 was World Investment Advisors, an estimated $78.1K added.
- The largest Lite Strategy Inc seller in Q3 2024 was Acadian Asset Management, an estimated $55.6K sold.
Based on aggregated 13F filings for Q3 2024.