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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
BFG
251
Bleakley Financial Group
New Jersey
$1.53M +$632K +4,418 +95%
FA
252
Faithward Advisors
Pennsylvania
$1.52M
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$1.51M -$463K -3,239 -27%
SAM
254
Synergy Asset Management
Washington
$1.5M +$24.4K +171 +2%
AWM
255
Avior Wealth Management
Nebraska
$1.49M -$91.5K -640 -7%
SA
256
Strategic Advocates
Utah
$1.48M +$692K +4,841 +124%
AQR Capital Management
257
AQR Capital Management
Connecticut
$1.47M -$5.19M -36,292 -81%
SEI Investments
258
SEI Investments
Pennsylvania
$1.45M +$268K +1,876 +28%
CS
259
Candriam SCA
Luxembourg
$1.43M +$20.3K +142 +2%
URS
260
Utah Retirement Systems
Utah
$1.42M +$14.3K +100 +1%
AB
261
Amalgamated Bank
New York
$1.41M -$46.9K -328 -4%
Manulife (Manufacturers Life Insurance)
262
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.4M -$2.7M -18,911 -70%
WWM
263
Western Wealth Management
Colorado
$1.38M +$86.8K +607 +8%
MWAM
264
Manhattan West Asset Management
California
$1.37M -$80.2K -561 -6%
PCMH
265
Polymer Capital Management (HK)
Hong Kong
$1.37M +$731K +5,110 +171%
HWA
266
HHM Wealth Advisors
Tennessee
$1.34M +$156K +1,090 +16%
ACM
267
Alpha Capital Management
Texas
$1.33M -$489K -3,420 -30%
APG Asset Management
268
APG Asset Management
Netherlands
$1.33M -$2.38M -16,627 -65%
CPL
269
CAP Partners LLC
Tennessee
$1.32M +$348K +2,434 +45%
HI
270
Harbour Investments
Wisconsin
$1.32M +$161K +1,125 +17%
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$1.32M -$1.32M -9,229 -54%
PL
272
Polianta Ltd
Jersey
$1.31M +$1.12M +7,800 New
DAS
273
Dynamic Advisor Solutions
Arizona
$1.31M +$54.5K +381 +5%
WS
274
Wedbush Securities
California
$1.31M -$15K -105 -1%
HIS
275
Harvest Investment Services
Illinois
$1.29M -$613K -4,290 -36%

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.