Strategy Inc
MSTR
591 hedge funds and large institutions have $12.5B invested in Strategy Inc in 2024 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 223 increasing their positions, 149 reducing their positions, and 68 closing their positions.
100% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 68
50% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 149
11% more funds holding
Funds holding: 531 → 591 (+60)
20% less funds holding in top 10
Funds holding in top 10: 20 → 16 (-4)
24% less capital invested
Capital invested by funds: $16.4B → $12.5B (-$3.98B)
36% less call options, than puts
Call options by funds: $6.63B | Put options by funds: $10.3B
69.47% less ownership
Funds ownership: 643.43% → 573.95% (-69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$192M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$145M |
| 3 |
Millennium Management
New York
|
+$125M |
| 4 |
Jane Street
New York
|
+$110M |
| 5 |
Goldman Sachs
New York
|
+$84.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$520M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$381M |
| 3 |
Morgan Stanley
New York
|
-$263M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$115M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$95.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWC
651
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$42.6K | -250 | Closed |
|
652
First Manhattan
New York
| – | -$25.6K | -150 | Closed |
|
|
VL
653
Vima LLC
Troy,
Michigan
| – | -$4.09K | -140 | Closed |
|
|
VFA
654
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$20.5K | -120 | Closed |
|
|
USGIU
655
U.S. Global Investors (USGI)
San Antonio,
Texas
| – | -$8.52K | -50 | Closed |
|
|
CL
656
CSS LLC
Chicago,
Illinois
| – | -$4.32K | -30 | Closed |
|
657
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -20 | Closed |
|
|
A
658
AlphaQuest
New York
| – | -$1.71K | -10 | Closed |
|
|
AGWCA
659
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| – | -$1.71K | -10 | Closed |
|
MSTR Hedge Fund Activity: Q2 2024 in Review
591 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q2 2024, worth a combined $12.5B — down 24% from $16.4B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new MSTR positions and 68 closed out — a net gain of 68 holders — while 223 added to existing stakes and 149 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $192M. The largest seller was BlackRock, cutting an estimated $520M.
- 591 institutional investors held Strategy Inc (MSTR) as of Q2 2024, up from 531 in Q1 2024.
- Funds reported $12.5B of Strategy Inc stock for Q2 2024, down 24% quarter-over-quarter.
- 136 funds opened new Strategy Inc positions in Q2 2024 and 68 closed out, a net change of +68 holders.
- The largest Strategy Inc buyer in Q2 2024 was Susquehanna International Group, an estimated $192M added.
- The largest Strategy Inc seller in Q2 2024 was BlackRock, an estimated $520M sold.
Based on aggregated 13F filings for Q2 2024.