We are live on ! Find out more
MSTR icon

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
Prudential Financial
276
Prudential Financial
New Jersey
$1.29M -$2.03M -14,205 -65%
TIA
277
Traphagen Investment Advisors
New Jersey
$1.28M +$716K +5,010 +193%
T2I
278
Turim 21 Investimentos
Brazil
$1.28M
Voloridge Investment Management
279
Voloridge Investment Management
Florida
$1.28M -$4.2M -29,343 -79%
PFS
280
Prospera Financial Services
Texas
$1.26M +$31.6K +221 +3%
HH
281
Hilltop Holdings
Texas
$1.25M -$250K -1,750 -19%
IIM
282
INTECH Investment Management
Florida
$1.22M +$198K +1,383 +24%
GIA
283
Gladstone Institutional Advisory
Florida
$1.21M +$127K +888 +14%
FDCDDQ
284
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.2M +$316K +2,211 +45%
AAS
285
Annex Advisory Services
Wisconsin
$1.19M +$175K +1,221 +21%
BBA
286
Baader Bank Aktiengesellschaft
Germany
$1.19M +$232K +1,623 +20%
Credit Agricole
287
Credit Agricole
France
$1.19M +$412K +2,881 +69%
GWM
288
Geneos Wealth Management
Colorado
$1.19M -$209K -1,459 -17%
PAS
289
Park Avenue Securities
New York
$1.17M +$353K +2,471 +55%
SO
290
STRS Ohio
Ohio
$1.16M +$162K +1,130 +20%
FAM
291
Flaharty Asset Management
Florida
$1.15M +$415K +2,900 +74%
Wellington Management Group
292
Wellington Management Group
Massachusetts
$1.13M +$71.1K +497 +8%
BCM
293
Bluefin Capital Management
New York
$1.13M -$4.19M -29,290 -81%
FCM
294
Family Capital Management
Michigan
$1.12M -$1.29K -9 -0.1%
BPA
295
Beacon Pointe Advisors
California
$1.12M -$465K -3,250 -33%
HI
296
HBK Investments
Texas
$1.11M +$941K +6,580 New
CA
297
Cullinan Associates
Kentucky
$1.1M
VA
298
Vident Advisory
Georgia
$1.09M +$702K +4,908 +313%
TAM
299
Titleist Asset Management
Texas
$1.08M +$916K +6,410 New
TRCT
300
Tower Research Capital (TRC)
New York
$1.08M -$7.11M -49,713 -89%

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.