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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
GCP
501
GSA Capital Partners
United Kingdom
$261K +$222K +1,551 New
Northwestern Mutual Wealth Management
502
Northwestern Mutual Wealth Management
Wisconsin
$258K -$42.5K -297 -16%
BRWA
503
B. Riley Wealth Advisors
Florida
$254K +$218K +1,522 New
MCI
504
MRP Capital Investments
Georgia
$253K -$715K -5,000 -77%
CA
505
Continuum Advisory
Idaho
$252K
VIM
506
Vinva Investment Management
Australia
$246K +$220K +1,536 New
PCM
507
Presidio Capital Management
California
$246K +$208K +1,458 New
CC
508
Courier Capital
New York
$244K +$207K +1,450 New
OC
509
Oppenheimer & Co
New York
$238K +$202K +1,411 New
CI Investments Inc
510
CI Investments Inc
Ontario, Canada
$236K -$33.2K -232 -14%
MCCA
511
Mill Creek Capital Advisors
Pennsylvania
$234K +$199K +1,390 New
AWG
512
Altus Wealth Group
Colorado
$233K +$197K +1,380 New
Empower Advisory Group
513
Empower Advisory Group
Colorado
$231K +$196K +1,371 New
SMC
514
Smith, Moore & Co
Missouri
$229K +$194K +1,360 New
FM
515
Family Management
New York
$226K +$192K +1,340 New
LA
516
Lifeworks Advisors
Michigan
$225K +$191K +1,336 New
IFWM
517
Institute for Wealth Management
Colorado
$224K +$190K +1,329 New
AFP
518
Ausdal Financial Partners
Iowa
$219K -$23K -161 -11%
CCFM
519
Clear Creek Financial Management
Washington
$218K +$185K +1,292 New
CF
520
Corebridge Financial
Texas
$216K -$6.86K -48 -4%
GT
521
Greenleaf Trust
Michigan
$212K +$180K +1,257 New
IFO
522
Independent Family Office
New York
$212K +$586K +4,100 New
JCIA
523
Jackson Creek Investment Advisors
Colorado
$211K +$179K +1,250 New
CF
524
Crosspoint Financial
California
$211K +$179K +1,250 New
FWM
525
Foguth Wealth Management
Michigan
$211K +$157K +1,096 New

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.