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Strategy Inc
MSTR

251 hedge funds and large institutions have $1.91B invested in Strategy Inc in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 74 increasing their positions, 60 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more capital invested

Capital invested by funds: $813M → $1.91B (+$1.1B)

127% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 33

69.78% more ownership

Funds ownership: 613.55% → 683.33% (+70%)

23% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 60

19% more funds holding

Funds holding: 211 → 251 (+40)

41% less call options, than puts

Call options by funds: $747M | Put options by funds: $1.26B

Holders
251
Holders Change
+40
Holders Change %
+18.96%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
75
Increased
74
Reduced
60
Closed
33
Calls
$747M
Puts
$1.26B
Net Calls
-$510M
Net Calls Change
-$446M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
2
Two Sigma Investments
Two Sigma Investments
New York
+$19.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.1M
4
Morgan Stanley
Morgan Stanley
New York
+$15.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$17.2M
2
AC
Antara Capital
New York
-$12.6M
3
Citigroup
Citigroup
New York
-$10.7M
4
Renaissance Technologies
Renaissance Technologies
New York
-$9M
5
QF
QVT Financial
New York
-$6.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
226
Lindbrook Capital
California
$3.8K +$244 +10 +8%
NC
227
NewSquare Capital
Pennsylvania
$3.51K +$244 +10 +9%
Commonwealth Equity Services
228
Commonwealth Equity Services
Massachusetts
$3.36K +$116K +4,750 +4%
AAG
229
Armstrong Advisory Group
Massachusetts
$2.92K – – –
BAM
230
Belpointe Asset Management
Nevada
$2.92K – – –
AWM
231
AllSquare Wealth Management
New York
$2.92K +$2.44K +100 New
HCP
232
Hexagon Capital Partners
Arkansas
$2.63K – – –
Pacer Advisors
233
Pacer Advisors
Pennsylvania
$2.05K +$244 +10 +17%
CIA
234
Cape Investment Advisory
Georgia
$1.75K +$1.46K +60 New
IFAM
235
Institutional & Family Asset Management
Colorado
$1.46K – – –
SPIA
236
Steward Partners Investment Advisory
New York
$1.46K – – –
JWA
237
JFS Wealth Advisors
Pennsylvania
$1.46K +$1.22K +50 New
WPWM
238
Western Pacific Wealth Management
Illinois
$1.46K – – –
AWM
239
Avior Wealth Management
Nebraska
$1.17K -$6.59K -270 -87%
GCS
240
Gordian Capital (Singapore)
Singapore
$1K -$122K -5,000 -100%
BFEC
241
Benjamin F. Edwards & Company
Missouri
$1K – – –
Bessemer Group
242
Bessemer Group
New Jersey
$1K – – –
BTI
243
Blue Trust Inc
Georgia
$1K +$488 +20 +40%
VCM
244
Versant Capital Management
Arizona
$877 – – –
FFA
245
Farther Finance Advisors
California
$877 +$732 +30 New
BIA
246
Bell Investment Advisors
California
$585 – – –
BWP
247
Baldwin Wealth Partners
Massachusetts
$585 +$488 +20 New
WP
248
WealthPLAN Partners
Nebraska
$585 +$488 +20 New
GI
249
Gradient Investments
Minnesota
$292 +$244 +10 New
AC
250
Antara Capital
New York
– -$12.6M -888,000 Closed
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10
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MSTR Hedge Fund Activity: Q1 2023 in Review

251 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q1 2023, worth a combined $1.91B — up 135% from $813M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MSTR positions and 33 closed out — a net gain of 42 holders — while 74 added to existing stakes and 60 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $158M. The largest seller was Bank of America, cutting an estimated $17.2M.

  • 251 institutional investors held Strategy Inc (MSTR) as of Q1 2023, up from 211 in Q4 2022.
  • Funds reported $1.91B of Strategy Inc stock for Q1 2023, up 135% quarter-over-quarter.
  • 75 funds opened new Strategy Inc positions in Q1 2023 and 33 closed out, a net change of +42 holders.
  • The largest Strategy Inc buyer in Q1 2023 was Fidelity Investments, an estimated $158M added.
  • The largest Strategy Inc seller in Q1 2023 was Bank of America, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2023.