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
VWA
301
Visionary Wealth Advisors
Illinois
$1.05M +$140K +981 +19%
Cerity Partners
302
Cerity Partners
New York
$1.04M +$882K +6,170 New
DILIC
303
Dai-ichi Life Insurance Company
Japan
$1.01M
CFA
304
Capstone Financial Advisors
Illinois
$987K +$65K +455 +8%
SCM
305
Sterling Capital Management
North Carolina
$973K +$825K +5,770 New
WA
306
Waverly Advisors
Alabama
$970K -$49.5K -346 -6%
ACA
307
Aptus Capital Advisors
Alabama
$969K +$540K +3,777 +192%
CAG
308
Csenge Advisory Group
Florida
$961K -$457K -3,200 -41%
AF
309
Advisornet Financial
Minnesota
$941K -$52.9K -370 -6%
Marshall Wace
310
Marshall Wace
United Kingdom
$928K +$787K +5,503 New
MFG
311
Merit Financial Group
Georgia
$924K +$226K +1,580 +41%
SWM
312
SeaCrest Wealth Management
New York
$917K +$37K +259 +5%
Thrivent Financial for Lutherans
313
Thrivent Financial for Lutherans
Minnesota
$912K +$286K +2,000 +59%
EWS
314
Evergreen Wealth Solutions
Pennsylvania
$910K
CWP
315
Core Wealth Partners
California
$910K +$100K +700 +15%
BCI
316
Brinker Capital Investments
Pennsylvania
$903K +$435K +3,043 +132%
OPS
317
Orion Portfolio Solutions
Nebraska
$903K +$435K +3,043 +132%
SIAP
318
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$899K
HIC
319
Hartline Investment Corp
Illinois
$897K +$108K +752 +16%
SEC
320
Seven Eight Capital
New York
$881K -$3.73M -26,124 -83%
NL
321
NWAM LLC
Washington
$880K +$16K +112 +2%
IMCOOI
322
Investment Management Corp of Ontario (IMCO)
Canada
$877K +$315K +2,200 +73%
DADC
323
D.A. Davidson & Co
Montana
$874K +$23.6K +165 +3%
KPWS
324
Kestra Private Wealth Services
Texas
$868K -$372K -2,603 -34%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$858K -$3.29M -22,991 -82%

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.