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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
SIGI
676
Susquehanna International Group (Ireland)
Ireland
-$2.1M -15,250 Closed
SIS
677
Susquehanna International Securities
Ireland
-$2.07M -15,000 Closed
PRC
678
Pearl River Capital
Michigan
-$2.06M -14,950 Closed
OMC
679
Old Mission Capital
Illinois
-$2.05M -14,850 Closed
CFM
680
Catalyst Funds Management
Australia
-$1.93M -14,000 Closed
CPA
681
Cardiff Park Advisors
California
-$1.79M -12,990 Closed
Simplex Trading
682
Simplex Trading
Illinois
-$1.82M -12,760 Closed
MPM
683
MBB Public Markets
Illinois
-$1.54M -11,150 Closed
Man Group
684
Man Group
United Kingdom
-$1.43M -10,400 Closed
GA
685
GSG Advisors
New Jersey
-$1.37M -10,030 Closed
CG
686
Caprock Group
Idaho
-$1.29M -9,350 Closed
SIG
687
Senator Investment Group
New York
-$1.28M -9,300 Closed
NFSG
688
Newbridge Financial Services Group
Florida
-$1.22M -8,870 Closed
KA
689
Kovack Advisors
Florida
-$1.22M -8,860 Closed
HCA
690
Harbor Capital Advisors
Illinois
-$999K -7,250 Closed
Jennison Associates
691
Jennison Associates
New York
-$970K -7,040 Closed
CIA
692
Capital Impact Advisors
Massachusetts
-$712K -5,170 Closed
SW
693
Simplicity Wealth
New Jersey
-$638K -4,630 Closed
FCP
694
Fidelis Capital Partners
Florida
-$561K -4,500 Closed
CGH
695
Crossmark Global Holdings
Texas
-$551K -4,000 Closed
MSFS
696
Main Street Financial Solutions
Pennsylvania
-$534K -3,880 Closed
MF
697
Magnetar Financial
Illinois
-$464K -3,370 Closed
Teacher Retirement System of Texas
698
Teacher Retirement System of Texas
Texas
-$422K -3,060 Closed
GI
699
GAMCO Investors
Connecticut
-$413K -3,000 Closed
Westfield Capital Management
700
Westfield Capital Management
Massachusetts
-$366K -2,660 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.