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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
SFFS
601
Stonehage Fleming Financial Services
Jersey
$27K
SS
602
Sunbelt Securities
Texas
$27K
CA
603
Clearstead Advisors
Ohio
$25.3K
TFIPS
604
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.3K
UB
605
UMB Bank
Missouri
$25.3K
AA
606
AlphaMark Advisors
Kentucky
$25K +$14.3K +100 +200%
HIIFS
607
Harel Insurance Investments & Financial Services
Israel
$23K -$858 -6 -4%
C
608
Covestor
United Kingdom
$22K +$3.29K +23 +21%
DIP
609
DT Investment Partners
Pennsylvania
$21.9K
FWA
610
FSC Wealth Advisors
New York
$21.9K
CFO
611
CVA Family Office
Colorado
$21.9K +$2.86K +20 +18%
CAS
612
Coppell Advisory Solutions
Texas
$21.1K +$17.2K +120 New
MAM
613
Meeder Asset Management
Ohio
$17.9K +$5.15K +36 +51%
VCM
614
Versant Capital Management
Arizona
$17.2K +$1.72K +12 +13%
MG
615
Mather Group
Illinois
$16.9K -$1.43K -10 -9%
CWM
616
CarsonAllaria Wealth Management
Illinois
$16.9K
HPC
617
HM Payson & Co
Maine
$16.9K
WSFS
618
Wilmington Savings Fund Society
Delaware
$16.9K +$14.3K +100 New
FFO
619
Fortitude Family Office
Arizona
$15.2K
OLVIG
620
Oliver Lagore Vanvalin Investment Group
Michigan
$15.2K
CWP
621
Concord Wealth Partners
Virginia
$14.1K +$572 +4 +5%
CTA
622
Colonial Trust Advisors
South Carolina
$13.5K
GM
623
GeoWealth Management
Illinois
$11.5K +$9.72K +68 New
AAP
624
Arax Advisory Partners
Colorado
$10.6K +$429 +3 +5%
PPA
625
Painted Porch Advisors
California
$10.1K +$8.58K +60 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.