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LITS

Lite Strategy Inc

32 hedge funds and large institutions have $6.65M invested in Lite Strategy Inc in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

7% more funds holding

Funds holding: 3032 (+2)

0.55% less ownership

Funds ownership: 41.16%40.61% (-0.55%)

15% less capital invested

Capital invested by funds: $7.81M → $6.65M (-$1.16M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

97% less call options, than puts

Call options by funds: $1K | Put options by funds: $31K

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
4
Reduced
7
Closed
6
Calls
$1K
Puts
$31K
Net Calls
-$30K
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Evermay Wealth Management
Virginia
$310
JP Morgan Chase
27
JP Morgan Chase
New York
$204
T
28
Transce3nd
Texas
$197 +$222 +80 New
MCM
29
MAI Capital Management
Ohio
$185 +$208 +75 New
Wells Fargo
30
Wells Fargo
California
$62 +$69 +25 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$5 -$2.77K -998 -100%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
-$75.6K -26,512 Closed
WIA
33
World Investment Advisors
California
-$71.3K -25,000 Closed
CCM
34
Corsair Capital Management
New York
-$69.5K -24,370 Closed
Squarepoint
35
Squarepoint
New York
-$30.6K -10,728 Closed
FIA
36
FNY Investment Advisers
New York
-$19K -7,010 Closed
Lazard Asset Management
37
Lazard Asset Management
New York
-$1K -370 Closed

LITS Hedge Fund Activity: Q4 2024 in Review

32 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Lite Strategy Inc (LITS) for Q4 2024, worth a combined $6.65M — down 15% from $7.81M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LITS positions and 6 closed out — a net gain of 2 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $102K. The largest seller was Acadian Asset Management, cutting an estimated $86.3K.

  • 32 institutional investors held Lite Strategy Inc (LITS) as of Q4 2024, up from 30 in Q3 2024.
  • Funds reported $6.65M of Lite Strategy Inc stock for Q4 2024, down 15% quarter-over-quarter.
  • 8 funds opened new Lite Strategy Inc positions in Q4 2024 and 6 closed out, a net change of +2 holders.
  • The largest Lite Strategy Inc buyer in Q4 2024 was Citadel Advisors, an estimated $102K added.
  • The largest Lite Strategy Inc seller in Q4 2024 was Acadian Asset Management, an estimated $86.3K sold.

Based on aggregated 13F filings for Q4 2024.