We are live on ! Find out more
MSTR icon

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
RIL
376
Rothschild Investment LLC
Illinois
$590K -$4K -28 -0.8%
T
377
TOBAM
France
$580K +$94.2K +659 +24%
WPW
378
Waldron Private Wealth
Pennsylvania
$571K +$53.5K +374 +12%
RWM
379
Revisor Wealth Management
Ohio
$570K +$56K +392 +13%
HAG
380
HighPoint Advisor Group
Illinois
$567K +$117K +817 +50%
IAS
381
Insigneo Advisory Services
Florida
$566K +$121K +847 +34%
BB
382
Berkshire Bank
Massachusetts
$556K
FFA
383
First Foundation Advisors
California
$548K
SLAM
384
Swiss Life Asset Management
$546K +$137K +959 +42%
MIM
385
MetLife Investment Management
New Jersey
$538K -$11.2K -78 -2%
Pacer Advisors
386
Pacer Advisors
Pennsylvania
$536K +$166K +1,160 +57%
O
387
Ossiam
France
$535K +$454K +3,176 New
Allianz Asset Management
388
Allianz Asset Management
Germany
$535K +$454K +3,173 New
VF
389
VitalStone Financial
Texas
$534K +$52.9K +370 +13%
GC
390
Guggenheim Capital
Illinois
$532K +$195K +1,366 +76%
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$531K +$151K +1,059 +51%
GT
392
Glenmede Trust
Pennsylvania
$530K -$50.6K -354 -10%
BP
393
Ballentine Partners
Massachusetts
$526K -$1.43K -10 -0.3%
VI
394
Vestcor Inc
New Brunswick, Canada
$522K -$572 -4 -0.1%
MIC
395
Means Investment Company
Maine
$521K +$18.9K +132 +4%
HIP
396
HUB Investment Partners
Texas
$510K -$248K -1,736 -36%
RA
397
Resolute Advisors
California
$506K -$42.9K -300 -9%
EAM
398
Evanson Asset Management
California
$506K
MTWM
399
Masso Torrence Wealth Management
New Jersey
$506K
WH
400
Wallace Hart
Kentucky
$506K +$143K +1,000 +50%

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.