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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
TI
26
Tidal Investments
Wisconsin
$74.8M +$23.4M +163,716 +58%
UBS Group
27
UBS Group
Switzerland
$72.9M +$7M +48,990 +13%
N
28
Nuveen
North Carolina
$67.4M +$15.4M +107,940 +37%
Citigroup
29
Citigroup
New York
$60.9M -$695K -4,864 -1%
Invesco
30
Invesco
Georgia
$60.4M -$8.08M -56,502 -14%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$57.9M +$7.38M +51,594 +18%
N
32
Natixis
France
$54.4M +$8.24M +57,668 +22%
Deutsche Bank
33
Deutsche Bank
Germany
$48.8M +$5.89M +41,185 +17%
SG Americas Securities
34
SG Americas Securities
New York
$46.5M +$20.6M +143,823 +109%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$46.3M -$222K -1,551 -0.6%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$45.4M +$31.5M +220,541 +453%
Wells Fargo
37
Wells Fargo
California
$44.6M +$4.07M +28,470 +12%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$42.8M +$19.2K +134 +0.1%
SCM
39
Shaolin Capital Management
Florida
$41.7M +$34.9M +244,030 +7,033%
National Pension Service
40
National Pension Service
South Korea
$41.3M
Neuberger Berman Group
41
Neuberger Berman Group
New York
$38.3M +$20.9M +145,933 +179%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$38M -$2.53M -17,679 -7%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$37.9M -$8.47M -59,211 -21%
VF
44
Virtu Financial
New York
$37.8M +$29M +202,885 +950%
Citadel Advisors
45
Citadel Advisors
Florida
$37.8M -$139M -975,089 -81%
YRHAM
46
Yong Rong (HK) Asset Management
Hong Kong
$35.6M +$30.2M +210,900 New
QIM
47
Quantitative Investment Management
Virginia
$33.6M +$27.8M +194,226 +3,637%
VanEck Associates
48
VanEck Associates
New York
$33.1M +$3.13M +21,928 +17%
Stifel Financial
49
Stifel Financial
Missouri
$32.7M +$5.11M +35,760 +23%
HKAM
50
Horizon Kinetics Asset Management
New York
$32.5M +$650K +4,545 +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.