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Strategy Inc
MSTR

531 hedge funds and large institutions have $16.4B invested in Strategy Inc in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 49

198% more capital invested

Capital invested by funds: $5.53B → $16.4B (+$10.9B)

122% more funds holding in top 10

Funds holding in top 10: 9 → 20 (+11)

44% more funds holding

Funds holding: 369 → 531 (+162)

19% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 125

2.95% more ownership

Funds ownership: 640.48% → 643.43% (+2.9%)

39% less call options, than puts

Call options by funds: $10.3B | Put options by funds: $17B

Holders
531
Holders Change
+162
Holders Change %
+43.9%
% of All Funds
7.65%
Holding in Top 10
20
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+122.22%
% of All Funds
0.29%
New
216
Increased
149
Reduced
125
Closed
49
Calls
$10.3B
Puts
$17B
Net Calls
-$6.71B
Net Calls Change
-$5.42B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$366M
2
Capital International Investors
Capital International Investors
California
+$212M
3
BlackRock
BlackRock
New York
+$199M
4
Jane Street
Jane Street
New York
+$154M
5
IMC Chicago
IMC Chicago
Illinois
+$91.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$236M
2
Morgan Stanley
Morgan Stanley
New York
-$219M
3
Two Sigma Investments
Two Sigma Investments
New York
-$68M
4
TI
Tidal Investments
Wisconsin
-$61.8M
5
SCM
Shaolin Capital Management
Florida
-$53.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
351
MB, Levis & Associates
Pennsylvania
$341K – – –
AWM
352
Axxcess Wealth Management
California
$341K +$182K +2,000 New
GC
353
Gilbert & Cook
Iowa
$341K +$182K +2,000 New
LWM
354
LongView Wealth Management
Georgia
$341K +$182K +2,000 New
MFIM
355
Mesirow Financial Investment Management
Illinois
$341K +$182K +2,000 New
W
356
Wealthquest
Ohio
$341K +$182K +2,000 New
ACA
357
Aptus Capital Advisors
Alabama
$338K +$181K +1,980 New
GKWIM
358
Gerber Kawasaki Wealth & Investment Management
California
$338K +$181K +1,980 New
GVAG
359
Great Valley Advisor Group
Delaware
$336K +$180K +1,970 New
TAA
360
TB Alternative Assets
Cayman Islands
$332K +$178K +1,950 New
VIA
361
Virtus Investment Advisers
Connecticut
$331K +$177K +1,940 New
AR
362
Advisory Research
Illinois
$327K +$175K +1,920 New
AWA
363
Arkadios Wealth Advisors
Georgia
$327K +$175K +1,920 New
OPW
364
Oxler Private Wealth
New York
$327K +$175K +1,920 New
TC
365
TownSquare Capital
Utah
$326K +$174K +1,910 New
Treasurer of the State of North Carolina
366
Treasurer of the State of North Carolina
North Carolina
$324K +$173K +1,900 New
MCM
367
MAI Capital Management
Ohio
$324K +$173K +1,900 New
LPAM
368
Lodestar Private Asset Management
California
$319K -$246K -2,700 -59%
SB
369
Strategic Blueprint
Georgia
$315K +$169K +1,850 New
WT
370
Whittier Trust
California
$315K -$743K -8,150 -82%
ECM
371
Evergreen Capital Management
Washington
$312K +$167K +1,830 New
EP
372
Edgestream Partners
New Jersey
$309K +$165K +1,810 New
AM
373
AGF Management
Ontario, Canada
$307K +$164K +1,800 New
MGIA
374
Moneta Group Investment Advisors
Missouri
$307K +$1.64M +18,000 New
GWANC
375
Guardian Wealth Advisors (North Carolina)
North Carolina
$303K +$162K +1,780 New
13 14
15
16 17

MSTR Hedge Fund Activity: Q1 2024 in Review

531 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q1 2024, worth a combined $16.4B — up 198% from $5.53B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new MSTR positions and 49 closed out — a net gain of 167 holders — while 149 added to existing stakes and 125 trimmed.

The largest buyer was Vanguard Group, adding an estimated $366M. The largest seller was Fidelity Investments, cutting an estimated $236M.

  • 531 institutional investors held Strategy Inc (MSTR) as of Q1 2024, up from 369 in Q4 2023.
  • Funds reported $16.4B of Strategy Inc stock for Q1 2024, up 198% quarter-over-quarter.
  • 216 funds opened new Strategy Inc positions in Q1 2024 and 49 closed out, a net change of +167 holders.
  • The largest Strategy Inc buyer in Q1 2024 was Vanguard Group, an estimated $366M added.
  • The largest Strategy Inc seller in Q1 2024 was Fidelity Investments, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2024.