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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
AWM
451
Axxcess Wealth Management
California
$337K
GC
452
Gilbert & Cook
Iowa
$337K
GHAM
453
Gilman Hill Asset Management
Connecticut
$337K
LWM
454
LongView Wealth Management
Georgia
$337K
MLA
455
MB, Levis & Associates
Pennsylvania
$337K
MFIM
456
Mesirow Financial Investment Management
Illinois
$337K
MGP
457
Metis Global Partners
California
$337K +$14.3K +100 +5%
WAM
458
WealthTrust Asset Management
Florida
$337K +$286K +2,000 New
FFG
459
Frisch Financial Group
New York
$337K
AR
460
Advisory Research
Illinois
$337K -$7.43K -52 -3%
SC
461
Sepio Capital
Utah
$333K +$283K +1,976 New
FI
462
Finivi Inc
Massachusetts
$331K +$13.6K +95 +5%
GKWIM
463
Gerber Kawasaki Wealth & Investment Management
California
$330K
QCM
464
Qsemble Capital Management
New York
$326K +$276K +1,931 New
ECM
465
Evergreen Capital Management
Washington
$324K
YCM
466
Yousif Capital Management
Michigan
$323K +$715 +5 +0.3%
HCM
467
Hollencrest Capital Management
California
$322K +$47.2K +330 +21%
WT
468
Whittier Trust
California
$319K +$5.72K +40 +2%
CIS
469
Capital International Sarl
California
$318K +$270K +1,888 New
HWM
470
HB Wealth Management
Georgia
$317K +$269K +1,879 New
AC
471
AXQ Capital
New Jersey
$315K +$267K +1,871 New
LPAM
472
Lodestar Private Asset Management
California
$315K
CJ
473
Caitlin John
Michigan
$307K -$9.29K -65 -7%
CT
474
Chicago Trust
Illinois
$303K +$257K +1,800 New
MCM
475
MAI Capital Management
Ohio
$301K +$23.6K +165 +10%

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.