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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
PWPS
526
Pinnacle Wealth Planning Services
Ohio
$210K +$178K +1,244 New
CTC
527
Central Trust Company
Missouri
$209K
RFM
528
Royal Fund Management
Florida
$209K +$177K +1,240 New
A
529
AlphaQuest
New York
$208K +$176K +1,232 New
OIM
530
Oder Investment Management
California
$207K +$176K +1,230 New
CG
531
CFO4Life Group
Texas
$207K +$176K +1,230 New
AC
532
ASB Consultores
Florida
$206K +$174K +1,220 New
AA
533
AlphaQ Advisors
Florida
$204K +$173K +1,211 New
LS
534
Livforsakringsbolaget Skandia
Sweden
$202K +$172K +1,200 New
WAAG
535
Wealth Alliance Advisory Group
Kansas
$202K +$172K +1,200 New
AWC
536
Abundance Wealth Counselors
Pennsylvania
$202K +$172K +1,200 New
PA
537
Parallel Advisors
California
$189K -$1.04M -7,309 -87%
OAM
538
Ostrum Asset Management
France
$188K +$2K +14 +1%
GWSG
539
GPS Wealth Strategies Group
Colorado
$183K +$715 +5 +0.5%
RI
540
Ridgewood Investments
New Jersey
$169K
HI
541
Hoey Investments
Pennsylvania
$158K -$148K -1,035 -90%
BWL
542
Bogart Wealth LLC
Virginia
$152K +$57.2K +400 +80%
NS
543
NBC Securities
Alabama
$138K
SIS
544
Strategic Investment Solutions
Illinois
$130K
SAS
545
Stelac Advisory Services
New York
$125K
CA
546
CoreCap Advisors
Michigan
$124K +$105K +735 New
AF
547
Allworth Financial
California
$124K +$69.1K +483 +193%
GCS
548
Gordian Capital (Singapore)
Singapore
$120K -$114K -800 -53%
S
549
SignatureFD
Georgia
$106K +$18.2K +127 +25%
AWM
550
Abound Wealth Management
Tennessee
$102K +$67.5K +472 +363%

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.