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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
US Bancorp
351
US Bancorp
Minnesota
$717K -$80.8K -565 -12%
Comerica Bank
352
Comerica Bank
Texas
$716K +$28.4K +199 +5%
BFM
353
Boothbay Fund Management
New York
$709K +$601K +4,206 New
SAM
354
Silvercrest Asset Management
New York
$706K
PP
355
Paloma Partners
Connecticut
$691K -$389K -2,720 -40%
CL
356
Choreo LLC
Illinois
$688K +$2.72K +19 +0.5%
MFG
357
Magnus Financial Group
New York
$688K -$2.86K -20 -0.5%
EP
358
Edgestream Partners
New Jersey
$687K -$89.5K -626 -13%
CAM
359
Close Asset Management
United Kingdom
$685K -$24.3K -170 -4%
FF
360
Farrell Financial
New York
$675K +$45.2K +316 +14%
Nisa Investment Advisors
361
Nisa Investment Advisors
Missouri
$669K -$1.81M -12,630 -76%
JWCA
362
J.W. Cole Advisors
Florida
$666K +$88.6K +620 +19%
SIG
363
Stonegate Investment Group
Alabama
$661K +$17.2K +120 +3%
DIM
364
Delta Investment Management
California
$658K +$558K +3,904 New
TC
365
TownSquare Capital
Utah
$653K +$139K +974 +34%
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$649K +$226K +1,581 +70%
Walleye Capital
367
Walleye Capital
New York
$644K -$2.99M -20,928 -85%
KWM
368
Kingsview Wealth Management
Oregon
$642K -$27.2K -190 -5%
TSS
369
Two Sigma Securities
New York
$629K +$534K +3,732 New
SFG
370
Sunburst Financial Group
Alabama
$617K +$4.29K +30 +0.8%
NA
371
Navellier & Associates
Nevada
$614K +$520K +3,639 New
CIA
372
Concurrent Investment Advisors
Florida
$611K +$198K +1,383 +62%
BMSSC
373
B. Metzler seel. Sohn & Co
Germany
$609K
FFA
374
Farther Finance Advisors
California
$608K +$387K +2,705 +301%
PA
375
Procyon Advisors
Connecticut
$595K -$1.43K -10 -0.3%

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.