Strategy Inc
MSTR
267 hedge funds and large institutions have $3B invested in Strategy Inc in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 83 reducing their positions, and 61 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
14% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 83
8% less funds holding
Funds holding: 289 → 267 (-22)
8% less capital invested
Capital invested by funds: $3.26B → $3B (-$256M)
23% less call options, than puts
Call options by funds: $935M | Put options by funds: $1.22B
30% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 61
51% less ownership
Funds ownership: 713.91% → 662.91% (-51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$103M |
| 2 |
Renaissance Technologies
New York
|
+$37.4M |
| 3 |
BlackRock
New York
|
+$27.7M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$23.8M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$36.4M |
| 2 |
Group One Trading
Chicago,
Illinois
|
-$29.9M |
| 3 |
CTC (Chicago Trading Company)
Chicago,
Illinois
|
-$22.5M |
| 4 |
Jane Street
New York
|
-$18.8M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$13.8M |
MSTR Hedge Fund Activity: Q1 2022 in Review
267 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q1 2022, worth a combined $3B — down 7.9% from $3.26B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of MSTR and 43 opened new positions — a net loss of 18 holders — while 83 trimmed existing stakes and 95 added.
The largest buyer was Vanguard Group, adding an estimated $103M. The largest seller was Morgan Stanley, cutting an estimated $36.4M.
- 267 institutional investors held Strategy Inc (MSTR) as of Q1 2022, down from 289 in Q4 2021.
- Funds reported $3B of Strategy Inc stock for Q1 2022, down 7.9% quarter-over-quarter.
- 43 funds opened new Strategy Inc positions in Q1 2022 and 61 closed out, a net change of -18 holders.
- The largest Strategy Inc buyer in Q1 2022 was Vanguard Group, an estimated $103M added.
- The largest Strategy Inc seller in Q1 2022 was Morgan Stanley, an estimated $36.4M sold.
Based on aggregated 13F filings for Q1 2022.