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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
NSIM
576
North Star Investment Management
Illinois
$50.6K
PA
577
PSI Advisors
Florida
$50.6K +$42.9K +300 New
SSG
578
Summit Securities Group
New York
$50K +$42.3K +296 New
POIA
579
Pin Oak Investment Advisors
Texas
$48K
TSMHT
580
Thurston Springer Miller Herd & Titak
Indiana
$45.5K
BTI
581
Blue Trust Inc
Georgia
$42.7K -$14.2K -99 -76%
TFM
582
TFC Financial Management
Massachusetts
$42.1K
ITIM
583
Indiana Trust & Investment Management
Indiana
$42.1K +$35.7K +250 New
HWM
584
HighMark Wealth Management
Minnesota
$40.5K
SIC
585
Salem Investment Counselors
North Carolina
$40.5K +$2.86K +20 +9%
FSA
586
Financial Sense Advisors
California
$38.8K -$10K -70 -23%
CWP
587
Capital Wealth Planning
Florida
$38.6K +$32.7K +229 New
RA
588
Rise Advisors
New York
$36.2K +$3.57K +25 +13%
WWP
589
WR Wealth Planners
Missouri
$35.7K -$1.14K -8 -4%
SFA
590
Semmax Financial Advisors
North Carolina
$35.7K -$129K -900 -90%
GEA
591
Glen Eagle Advisors
New Jersey
$35.4K
MHR
592
Matthew Hamilton Rosenberg
$35.4K
PTC
593
Private Trust Company
Ohio
$34.4K -$5.15K -36 -15%
FG
594
Fairman Group
Pennsylvania
$33.7K
GJIA
595
Glass Jacobson Investment Advisors
Maryland
$33.7K
DWM
596
Darwin Wealth Management
Florida
$32K +$27.2K +190 New
AA
597
Ancora Advisors
Ohio
$28.7K
DJSG
598
D.J. St. Germain
Massachusetts
$28.7K
TCM
599
Tradewinds Capital Management
Washington
$28.7K +$8.58K +60 +55%
CPA
600
Capital Performance Advisors
California
$27.3K +$23.2K +162 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.