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
GWANC
476
Guardian Wealth Advisors (North Carolina)
North Carolina
$300K
QCM
477
QRG Capital Management
Illinois
$295K +$250K +1,748 New
LFG
478
Larson Financial Group
Missouri
$294K +$133K +933 +115%
SC
479
Scotia Capital
Ontario, Canada
$292K +$248K +1,734 New
BCP
480
Berkeley Capital Partners
Georgia
$292K +$1.43K +10 +0.6%
WPC
481
Wedmont Private Capital
Pennsylvania
$289K +$222K +1,554 New
Brown Advisory
482
Brown Advisory
Maryland
$287K +$243K +1,700 New
SFI
483
Siemens Fonds Invest
Germany
$284K +$241K +1,687 New
QCM
484
Quantinno Capital Management
New York
$282K +$239K +1,674 New
UWS
485
Unique Wealth Strategies
Illinois
$282K +$24.3K +170 +11%
ACM
486
Arlington Capital Management
Illinois
$280K
CA
487
Calton & Associates
Florida
$280K +$237K +1,660 New
IWP
488
Innova Wealth Partners
Pennsylvania
$280K +$237K +1,660 New
BJL
489
Brighton Jones LLC
Washington
$280K -$25.9K -181 -10%
AHL
490
Abel Hall LLC
Louisiana
$276K -$133K -931 -36%
FFB
491
First Financial Bankshares
Texas
$275K +$233K +1,630 New
PHAM
492
Palisades Hudson Asset Management
Florida
$271K -$27.6K -193 -11%
CCM
493
Consolidated Capital Management
California
$270K
WCM
494
Weaver Capital Management
Georgia
$270K
DA
495
Doliver Advisors
Texas
$269K +$228K +1,598 New
CI
496
Cigna Investments
Connecticut
$269K -$6.43K -45 -3%
FPCP
497
Fort Point Capital Partners
California
$268K
ProShare Advisors
498
ProShare Advisors
Maryland
$264K -$2.91M -20,356 -93%
NFP
499
Narus Financial Partners
Utah
$263K +$223K +1,560 New
HB
500
Horizon Bancorp
Indiana
$261K

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.