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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
MA
401
MYDA Advisors
New York
$506K +$429K +3,000 New
AWA
402
Arkadios Wealth Advisors
Georgia
$482K +$55.8K +390 +16%
BRG
403
Bay Rivers Group
Virginia
$477K +$14.3K +100 +4%
KWM
404
Keebeck Wealth Management
Illinois
$471K +$114K +795 +40%
UCFA
405
United Capital Financial Advisors
Texas
$465K -$37.2K -260 -9%
BW
406
Bison Wealth
Georgia
$460K +$94.2K +659 +32%
OWG
407
Oxford Wealth Group
Florida
$458K +$79.8K +558 +26%
AAS
408
Ameritas Advisory Services
Nebraska
$451K -$1.73M -12,106 -82%
Kovitz Investment Group Partners
409
Kovitz Investment Group Partners
Illinois
$447K +$365K +2,550 New
PP
410
Prudential plc
United Kingdom
$443K
GSIAS
411
Garden State Investment Advisory Services
New Jersey
$443K +$35.7K +250 +11%
EF
412
Empowered Funds
Pennsylvania
$440K +$373K +2,610 New
CFP
413
Cascade Financial Partners
California
$439K
CCM
414
Coldstream Capital Management
Washington
$439K -$405K -2,831 -55%
IPAM
415
Investment Partners Asset Management
New Jersey
$438K
EMAM
416
Encompass More Asset Management
California
$435K +$369K +2,582 New
Assenagon Asset Management
417
Assenagon Asset Management
Luxembourg
$432K -$43.6K -305 -11%
Focus Partners Wealth
418
Focus Partners Wealth
Massachusetts
$431K +$379K +2,650 New
Baird Financial Group
419
Baird Financial Group
Wisconsin
$429K +$364K +2,545 New
SC
420
Savant Capital
Illinois
$425K -$496K -3,470 -58%
WP
421
Westmount Partners
California
$425K
CB
422
Commerce Bank
Missouri
$419K +$355K +2,485 New
Mirae Asset Global ETFs Holdings
423
Mirae Asset Global ETFs Holdings
Hong Kong
$419K -$10.6M -74,454 -97%
OTL
424
Oak Thistle LLC
New York
$416K +$353K +2,469 New
EWM
425
Empirical Wealth Management
Washington
$413K +$7.15K +50 +2%

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.