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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
RBC
651
Roble Belko & Company
Pennsylvania
$2K
AssetMark Inc
652
AssetMark Inc
California
$1.69K
SHF
653
Safe Harbor Fiduciary
Florida
$1.69K +$1.43K +10 New
QCG
654
Quadrant Capital Group
Ohio
$1.52K -$1.57K -11 -55%
IAIM
655
International Assets Investment Management
Florida
$1.42K +$34M +237,509 +22,407%
CPG
656
Cornerstone Planning Group
New Jersey
$1.03K +$572 +4 New
CFGS
657
Concourse Financial Group Securities
Alabama
$674 +$572 +4 New
VWA
658
Valued Wealth Advisors
Utah
$338 +$286 +2 New
HCP
659
Hexagon Capital Partners
Arkansas
$337 +$286 +2 New
CMP
660
Coston McIsaac & Partners
Maine
$168
GCM
661
Graham Capital Management
Connecticut
-$59.8M -418,050 Closed
Group One Trading
662
Group One Trading
Illinois
-$37.9M -265,170 Closed
AGM
663
Alpine Global Management
New York
-$26.5M -192,280 Closed
CF
664
Cantor Fitzgerald
New York
-$23.7M -172,340 Closed
CC
665
Centiva Capital
New York
-$21.7M -157,560 Closed
Squarepoint
666
Squarepoint
New York
-$19.6M -137,170 Closed
ECM
667
ExodusPoint Capital Management
New York
-$8.55M -59,800 Closed
Federated Hermes
668
Federated Hermes
Pennsylvania
-$6.04M -43,860 Closed
BHCM
669
Brevan Howard Capital Management
Jersey
-$5.91M -42,910 Closed
JFG
670
Jefferies Financial Group
New York
-$3.72M -26,000 Closed
Twin Tree Management
671
Twin Tree Management
Texas
-$3.14M -21,940 Closed
LCM
672
Laurion Capital Management
New York
-$2.51M -18,230 Closed
MGIA
673
Moneta Group Investment Advisors
Missouri
-$238K -17,300 Closed
UOC
674
UBS O'Connor
Illinois
-$2.16M -15,670 Closed
DekaBank Deutsche Girozentrale
675
DekaBank Deutsche Girozentrale
Germany
-$2.41M -15,660 Closed

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.