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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
EWA
426
EP Wealth Advisors
California
$410K
ABC
427
Associated Banc-Corp
Wisconsin
$396K
PGFC
428
Peapack-Gladstone Financial Corp
New Jersey
$396K
EW
429
Evexia Wealth
Wisconsin
$396K +$22.6K +158 +8%
OPW
430
Oxler Private Wealth
New York
$395K +$35.7K +250 +12%
GVAG
431
Great Valley Advisor Group
Delaware
$389K +$57.2K +400 +21%
AWM
432
AE Wealth Management
Kansas
$388K -$297K -2,079 -47%
MWM
433
Mosley Wealth Management
California
$388K +$253K +1,770 New
PL
434
Plancorp LLC
Missouri
$381K +$323K +2,262 New
TFA
435
Teamwork Financial Advisors
Texas
$381K +$323K +2,262 New
Lido Advisors
436
Lido Advisors
California
$380K -$2.43K -17 -0.7%
MYAM
437
Meiji Yasuda Asset Management
Japan
$371K
AAIS
438
ABN AMRO Investment Solutions
$365K +$309K +2,163 New
DC
439
Davenport & Co
Virginia
$364K -$31.9K -223 -9%
SB
440
Strategic Blueprint
Georgia
$360K -$2.43K -17 -0.8%
PF
441
Phoenix Financial
Israel
$357K +$1.43K +10 +0.5%
CWM
442
Centric Wealth Management
Illinois
$353K +$21.4K +150 +12%
CFP
443
Curran Financial Partners
South Carolina
$352K +$45.5K +318 +18%
CAI
444
Capital Advisors Inc
Oklahoma
$351K
EFG
445
Ethos Financial Group
Pennsylvania
$344K +$292K +2,040 New
AFG
446
Altiora Financial Group
Ohio
$344K -$10K -70 -3%
CF
447
Centaurus Financial
California
$343K +$116K +812 +67%
RCA
448
Riverview Capital Advisers
Massachusetts
$342K
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$340K -$1.72K -12 -0.6%
AAM
450
American Asset Management
Florida
$337K

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.