Strategy Inc
MSTR
369 hedge funds and large institutions have $5.53B invested in Strategy Inc in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 153 increasing their positions, 51 reducing their positions, and 24 closing their positions.
325% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 24
200% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 51
141% more capital invested
Capital invested by funds: $2.29B → $5.53B (+$3.23B)
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
64.4% more ownership
Funds ownership: 576.08% → 640.48% (+64%)
26% more funds holding
Funds holding: 293 → 369 (+76)
37% less call options, than puts
Call options by funds: $2.18B | Put options by funds: $3.47B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$427M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$87.7M |
| 3 |
BlackRock
New York
|
+$55.3M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$44.7M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$33.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$19.6M |
| 2 |
GH
GAM Holding
Zurich,
Switzerland
|
-$14.8M |
| 3 |
Simplex Trading
Chicago,
Illinois
|
-$13.7M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$8.68M |
| 5 |
TC
TwinBeech Capital
Purchase,
New York
|
-$8.22M |
MSTR Hedge Fund Activity: Q4 2023 in Review
369 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q4 2023, worth a combined $5.53B — up 141% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new MSTR positions and 24 closed out — a net gain of 78 holders — while 153 added to existing stakes and 51 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $427M. The largest seller was Citadel Advisors, exiting entirely with an estimated $19.6M sold.
- 369 institutional investors held Strategy Inc (MSTR) as of Q4 2023, up from 293 in Q3 2023.
- Funds reported $5.53B of Strategy Inc stock for Q4 2023, up 141% quarter-over-quarter.
- 102 funds opened new Strategy Inc positions in Q4 2023 and 24 closed out, a net change of +78 holders.
- The largest Strategy Inc buyer in Q4 2023 was Morgan Stanley, an estimated $427M added.
- The largest Strategy Inc seller in Q4 2023 was Citadel Advisors, an estimated $19.6M sold.
Based on aggregated 13F filings for Q4 2023.