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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
MIFH
626
Migdal Insurance & Financial Holdings
Israel
$10K -$54.6K -382 -87%
MCM
627
MV Capital Management
Maryland
$9.95K +$8.44K +59 New
AIM
628
Anchor Investment Management
South Carolina
$9.1K +$7.72K +54 New
HNB
629
Huntington National Bank
Ohio
$8.77K -$1.14K -8 -13%
NL
630
NVWM LLC
Pennsylvania
$8.77K +$7.43K +52 New
AWM
631
AllSquare Wealth Management
New York
$8.43K
BONH
632
Bank of New Hampshire
New Hampshire
$8.43K
CHA
633
Carmichael Hill & Associates
Maryland
$8.43K
AAG
634
Armstrong Advisory Group
Massachusetts
$8.09K -$7.43K -52 -52%
HWM
635
Hemington Wealth Management
Virginia
$7K +$4.58K +32 New
AA
636
Addison Advisors
Vermont
$6.74K
AT
637
Arlington Trust
Alabama
$6.74K
PMFA
638
Plante Moran Financial Advisors
Michigan
$6.74K +$2.86K +20 +100%
TC
639
Trust Company
Kansas
$6.74K +$5.72K +40 New
PWMG
640
Private Wealth Management Group
New Jersey
$5.73K -$858 -6 -15%
CIA
641
Cape Investment Advisory
Georgia
$5.06K -$2.86K -20 -40%
HWP
642
Highline Wealth Partners
California
$5.06K +$4.29K +30 New
ADL
643
Asset Dedication LLC
California
$4.38K +$3.72K +26 New
BIA
644
Bell Investment Advisors
California
$3.54K +$143 +1 +5%
CAM
645
Creekmur Asset Management
Illinois
$3.37K
QC
646
Quent Capital
New York
$3.37K +$2.86K +20 New
PFBT
647
Parkside Financial Bank & Trust
Missouri
$3.04K +$2.57K +18 New
FDCP
648
Foster Dykema Cabot & Partners
Massachusetts
$3.04K +$2.57K +18 New
AW
649
Avion Wealth
Texas
$3K +$429 +3 +15%
TCOV
650
Trust Company of Vermont
Vermont
$2.53K +$2.14K +15 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.