We are live on ! Find out more
MSTR icon

Strategy Inc

286 hedge funds and large institutions have $3.86B invested in Strategy Inc in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 78 increasing their positions, 99 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 43

60% more call options, than puts

Call options by funds: $1.43B | Put options by funds: $894M

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

53% more capital invested

Capital invested by funds: $2.51B → $3.86B (+$1.34B)

21% more funds holding

Funds holding: 236286 (+50)

21% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 99

143.39% less ownership

Funds ownership: 889.72%746.33% (-143%)

Holders
286
Holders Change
+50
Holders Change %
+21.19%
% of All Funds
5.02%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
94
Increased
78
Reduced
99
Closed
43
Calls
$1.43B
Puts
$894M
Net Calls
+$538M
Net Calls Change
+$390M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
MV Capital Management
Maryland
-$19K -500 Closed
PWPS
327
Pinnacle Wealth Planning Services
Ohio
-$5K -120 Closed
AL
328
ADE LLC
Maryland
-$1K -30 Closed

MSTR Hedge Fund Activity: Q1 2021 in Review

286 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q1 2021, worth a combined $3.86B — up 53% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new MSTR positions and 43 closed out — a net gain of 51 holders — while 78 added to existing stakes and 99 trimmed.

The largest buyer was Steadview Capital Management, opening a new position worth an estimated $94.2M. The largest seller was Morgan Stanley, cutting an estimated $306M.

  • 286 institutional investors held Strategy Inc (MSTR) as of Q1 2021, up from 236 in Q4 2020.
  • Funds reported $3.86B of Strategy Inc stock for Q1 2021, up 53% quarter-over-quarter.
  • 94 funds opened new Strategy Inc positions in Q1 2021 and 43 closed out, a net change of +51 holders.
  • The largest Strategy Inc buyer in Q1 2021 was Steadview Capital Management, an estimated $94.2M added.
  • The largest Strategy Inc seller in Q1 2021 was Morgan Stanley, an estimated $306M sold.

Based on aggregated 13F filings for Q1 2021.