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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
Franklin Resources
326
Franklin Resources
California
$857K -$5.27M -36,882 -90%
CA
327
Claro Advisors
Massachusetts
$853K -$5.72K -40 -0.8%
CW
328
CreativeOne Wealth
Kansas
$846K +$718K +5,020 New
SFA
329
Souders Financial Advisors
Ohio
$844K +$716K +5,006 New
SPIA
330
Steward Partners Investment Advisory
New York
$842K +$274K +1,914 +62%
PIA
331
Perennial Investment Advisors
California
$841K +$61.3K +429 +9%
CCC
332
Chesapeake Capital Corp
Florida
$834K +$161K +1,123 +31%
UM
333
UniSuper Management
Australia
$829K +$46.8K +327 +7%
GLA
334
Great Lakes Advisors
Illinois
$825K +$8.86K +62 +1%
SFA
335
Sequoia Financial Advisors
Ohio
$817K +$270K +1,886 +64%
CAPTRUST Financial Advisors
336
CAPTRUST Financial Advisors
North Carolina
$804K +$83.1K +581 +14%
VCP
337
Verus Capital Partners
Arizona
$803K +$105K +731 +18%
ACP
338
Aveo Capital Partners
Colorado
$800K +$678K +4,742 New
DS
339
DRW Securities
Illinois
$784K -$2.33M -16,301 -78%
BHWM
340
Beaird Harris Wealth Management
Texas
$782K +$113K +790 +21%
LSAG
341
Lake Street Advisors Group
New Hampshire
$777K +$659K +4,608 New
IMRF
342
Illinois Municipal Retirement Fund
Illinois
$764K
Truist Financial
343
Truist Financial
North Carolina
$762K +$27.2K +190 +4%
SPC
344
Sigma Planning Corp
Michigan
$758K +$101K +708 +19%
OSAM
345
O'Shaughnessy Asset Management
Connecticut
$754K -$901K -6,300 -63%
CFCI
346
Comprehensive Financial Consultants Institutional
Indiana
$738K +$42.9K +300 +7%
FIM
347
Freedom Investment Management
Connecticut
$737K +$625K +4,371 New
CIBC Asset Management
348
CIBC Asset Management
Ontario, Canada
$732K +$21.4K +150 +4%
PCA
349
Prosperity Capital Advisors
Ohio
$728K +$55K +385 +10%
WMP
350
Wealth Management Partners
Arizona
$723K

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.