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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
II
701
Inspire Investing
Idaho
-$344K -2,500 Closed
PCM
702
Prelude Capital Management
New York
-$332K -2,410 Closed
QT
703
Quantbot Technologies
New York
-$291K -2,110 Closed
OIA
704
OneDigital Investment Advisors
Kansas
-$278K -2,020 Closed
PCM
705
Palisade Capital Management
New Jersey
-$275K -2,000 Closed
W
706
Wealthquest
Ohio
-$275K -2,000 Closed
Qube Research & Technologies (QRT)
707
Qube Research & Technologies (QRT)
United Kingdom
-$246K -1,720 Closed
FFM
708
Fullerton Fund Management
Singapore
-$236K -1,710 Closed
WCM
709
Whitener Capital Management
North Carolina
-$207K -1,500 Closed
WWM
710
WT Wealth Management
Arizona
-$207K -1,500 Closed
Mirae Asset Global Investments
711
Mirae Asset Global Investments
South Korea
-$91.5K -600 Closed
CBT
712
Central Bank & Trust
Kentucky
-$41.3K -300 Closed
ATPW
713
Ashton Thomas Private Wealth
Arizona
-$15.2K -110 Closed
RTC
714
Riverview Trust Company
Washington
-$15.2K -110 Closed
DWM
715
Dogwood Wealth Management
Kansas
-$13.8K -100 Closed
TAM
716
Tucker Asset Management
Colorado
-$13.8K -100 Closed
IC
717
Innealta Capital
Texas
-$6.89K -50 Closed
CP
718
Castleview Partners
Texas
-$5.51K -40 Closed
ZB
719
Zions Bancorporation
Utah
-$4.13K -30 Closed
GI
720
Gradient Investments
Minnesota
-$2.75K -20 Closed
S
721
Sachetta
Massachusetts
-$3.21K -20 Closed
TWP
722
Triad Wealth Partners
Kansas
-$2.75K -20 Closed
VNA
723
Valley National Advisers
Pennsylvania
-$2K -20 Closed
FAM
724
Fred Alger Management
New York
-$1.38K -10 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.