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Strategy Inc

660 hedge funds and large institutions have $16B invested in Strategy Inc in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 283 increasing their positions, 147 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 64

93% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 147

69% more funds holding in top 10

Funds holding in top 10: 1627 (+11)

28% more capital invested

Capital invested by funds: $12.5B → $16B (+$3.53B)

12% more funds holding

Funds holding: 591660 (+69)

33% less call options, than puts

Call options by funds: $8.26B | Put options by funds: $12.4B

522.04% less ownership

Funds ownership: 573.95%51.91% (-522%)

Holders
660
Holders Change
+69
Holders Change %
+11.68%
% of All Funds
9.48%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.39%
New
135
Increased
283
Reduced
147
Closed
64
Calls
$8.26B
Puts
$12.4B
Net Calls
-$4.14B
Net Calls Change
-$487M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
226
Schroder Investment Management Group
United Kingdom
$2.02M +$1.18M +8,231 +255%
Janus Henderson Group
227
Janus Henderson Group
United Kingdom
$1.97M +$529K +3,700 +46%
SWA
228
Stratos Wealth Advisors
Ohio
$1.96M +$179K +1,253 +12%
Nordea Investment Management
229
Nordea Investment Management
Sweden
$1.94M +$24.3K +170 +2%
M&T Bank
230
M&T Bank
New York
$1.93M +$1.64M +11,455 New
CCP
231
Clarity Capital Partners
California
$1.9M +$536K +3,748 +50%
CIBC World Market
232
CIBC World Market
Ontario, Canada
$1.89M -$151K -1,058 -9%
Pathstone Holdings
233
Pathstone Holdings
New Jersey
$1.86M +$266K +1,864 +20%
PA
234
Pinnacle Associates
New York
$1.84M -$1.72M -12,063 -81%
RAM
235
Revere Asset Management
Texas
$1.82M +$1.54M +10,782 New
FT
236
Fiduciary Trust
Massachusetts
$1.81M +$22.9K +160 +2%
AWA
237
Arete Wealth Advisors
Illinois
$1.81M +$216K +1,510 +16%
CPIG
238
Chicago Partners Investment Group
Illinois
$1.79M +$10.3K +72 +0.9%
RG
239
Rathbones Group
United Kingdom
$1.78M +$330K +2,305 +28%
Bank of Nova Scotia
240
Bank of Nova Scotia
Ontario, Canada
$1.75M +$384K +2,687 +35%
PWM
241
Perigon Wealth Management
California
$1.75M +$29.7K +208 +2%
MIM
242
MTM Investment Management
South Carolina
$1.74M -$90.1K -630 -6%
Belvedere Trading
243
Belvedere Trading
Illinois
$1.74M -$7.8M -54,568 -84%
BCM
244
Brookstone Capital Management
Illinois
$1.71M +$46.6K +326 +3%
Parallax Volatility Advisers
245
Parallax Volatility Advisers
California
$1.7M +$551K +3,856 +62%
CAM
246
Campion Asset Management
Virginia
$1.68M
VPIM
247
Vanguard Personalized Indexing Management
California
$1.57M +$241K +1,686 +22%
EGM
248
Engineers Gate Manager
New York
$1.55M +$326K +2,279 +33%
CWM
249
CIBC World Markets
New York
$1.55M +$100K +701 +8%
B
250
Bellecapital
Switzerland
$1.55M +$240K +1,680 +22%

MSTR Hedge Fund Activity: Q3 2024 in Review

660 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q3 2024, worth a combined $16B — up 28% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new MSTR positions and 64 closed out — a net gain of 71 holders — while 283 added to existing stakes and 147 trimmed.

The largest buyer was Vanguard Group, adding an estimated $279M. The largest seller was Jane Street, cutting an estimated $280M.

  • 660 institutional investors held Strategy Inc (MSTR) as of Q3 2024, up from 591 in Q2 2024.
  • Funds reported $16B of Strategy Inc stock for Q3 2024, up 28% quarter-over-quarter.
  • 135 funds opened new Strategy Inc positions in Q3 2024 and 64 closed out, a net change of +71 holders.
  • The largest Strategy Inc buyer in Q3 2024 was Vanguard Group, an estimated $279M added.
  • The largest Strategy Inc seller in Q3 2024 was Jane Street, an estimated $280M sold.

Based on aggregated 13F filings for Q3 2024.