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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
JEST
551
JTC Employer Solutions Trustee
Jersey
$101K
Fifth Third Bancorp
552
Fifth Third Bancorp
Ohio
$99.5K
HIA
553
Harbor Investment Advisory
Maryland
$97.8K +$61.5K +430 +287%
TWC
554
TD Waterhouse Canada
Ontario, Canada
$95.9K -$532K -3,720 -86%
PS
555
Principal Securities
Iowa
$88.2K +$7.58K +53 +11%
FCA
556
FinTrust Capital Advisors
South Carolina
$87.5K +$5.58K +39 +8%
CL
557
CSS LLC
Illinois
$86.5K +$73.3K +513 New
BCV
558
Banque Cantonale Vaudoise
Switzerland
$86K -$234K -1,639 -76%
OC
559
Oarsman Capital
Wisconsin
$84.3K +$71.5K +500 New
VC
560
Vestor Capital
Illinois
$83K
HFM
561
Harvest Fund Management
China
$77K -$258K -1,804 -80%
VFA
562
Valeo Financial Advisors
Indiana
$74.2K +$62.9K +440 New
TFGT
563
TS Financial Group (TSFG)
Illinois
$72K +$28.6K +200 +87%
EC
564
Elequin Capital
New York
$67.9K +$57.6K +403 New
QL
565
Quarry LP
New York
$67.6K +$55.9K +391 +3,910%
AWM
566
Avondale Wealth Management
Texas
$67.4K
WB
567
Webster Bank
Connecticut
$67.4K
CAL
568
Capital Advisors Ltd
Ohio
$67K -$2.86K -20 -5%
BWP
569
Baldwin Wealth Partners
Massachusetts
$65.8K +$1.43K +10 +3%
SAM
570
Smartleaf Asset Management
Massachusetts
$63.1K +$19.7K +138 +63%
LC
571
Lindbrook Capital
California
$63.1K -$13.7K -96 -20%
CFD
572
Creative Financial Designs
Indiana
$60.7K +$21.4K +150 +71%
Allspring Global Investments
573
Allspring Global Investments
North Carolina
$60.5K -$4.43K -31 -8%
GI
574
GAMMA Investing
California
$60.5K +$8.44K +59 +20%
RFG
575
REAP Financial Group
Texas
$52.3K

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.