We are live on ! Find out more
MSTR icon

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
Barclays
51
Barclays
United Kingdom
$32.4M +$4.95M +34,628 +22%
Renaissance Technologies
52
Renaissance Technologies
New York
$32M +$27.1M +189,876 New
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$31.4M +$117K +819 +0.4%
CCM
54
CloudAlpha Capital Management
Hong Kong
$30.5M +$25.9M +181,103 New
Amundi
55
Amundi
France
$30.2M +$10.1M +70,429 +81%
STAS
56
Strong Tower Advisory Services
Minnesota
$27.1M +$1.9M +13,268 +9%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$26.3M +$1.38M +9,640 +7%
Capital Fund Management (CFM)
58
Capital Fund Management (CFM)
France
$26.3M +$22.3M +155,856 New
Tudor Investment Corp
59
Tudor Investment Corp
Connecticut
$25.4M +$17.2M +120,342 +395%
Capital Research Global Investors
60
Capital Research Global Investors
California
$24.5M
Osaic Holdings
61
Osaic Holdings
Arizona
$23.9M -$7.13M -49,838 -26%
EAM
62
EULAV Asset Management
Florida
$23.3M +$1.29M +9,000 +7%
SCM
63
Stevens Capital Management
Pennsylvania
$22.1M +$18.7M +130,793 New
Millennium Management
64
Millennium Management
New York
$21.6M -$107M -751,099 -85%
FIA
65
Foundations Investment Advisors
Arizona
$20.4M +$259K +1,810 +2%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$20.1M +$8.08M +56,505 +90%
Two Sigma Investments
67
Two Sigma Investments
New York
$20M +$16.9M +118,504 New
S
68
ShariaPortfolio
Florida
$19.7M +$3.03M +21,173 +22%
First Trust Advisors
69
First Trust Advisors
Illinois
$19.2M +$1.02M +7,157 +7%
ETC
70
Exchange Traded Concepts
Oklahoma
$19.2M +$1.73M +12,131 +12%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$18.5M +$416K +2,911 +3%
TAA
72
TB Alternative Assets
Cayman Islands
$18M +$9.38M +65,585 +159%
Mitsubishi UFJ Asset Management
73
Mitsubishi UFJ Asset Management
Japan
$17.4M +$1.08M +7,530 +8%
JF
74
Jump Financial
Illinois
$17.4M +$10.2M +71,191 +223%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$17.4M +$2.09M +14,603 +17%

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.