Strategy Inc
MSTR
531 hedge funds and large institutions have $16.4B invested in Strategy Inc in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 49 closing their positions.
341% more first-time investments, than exits
New positions opened: 216 | Existing positions closed: 49
198% more capital invested
Capital invested by funds: $5.53B → $16.4B (+$10.9B)
122% more funds holding in top 10
Funds holding in top 10: 9 → 20 (+11)
44% more funds holding
Funds holding: 369 → 531 (+162)
19% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 125
2.95% more ownership
Funds ownership: 640.48% → 643.43% (+2.9%)
39% less call options, than puts
Call options by funds: $10.3B | Put options by funds: $17B
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$366M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$212M |
| 3 |
BlackRock
New York
|
+$199M |
| 4 |
Jane Street
New York
|
+$154M |
| 5 |
IMC Chicago
Chicago,
Illinois
|
+$91.4M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$236M |
| 2 |
Morgan Stanley
New York
|
-$219M |
| 3 |
Two Sigma Investments
New York
|
-$68M |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$61.8M |
| 5 |
SCM
Shaolin Capital Management
Miami,
Florida
|
-$53.4M |
MSTR Hedge Fund Activity: Q1 2024 in Review
531 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q1 2024, worth a combined $16.4B — up 198% from $5.53B a quarter earlier.
Buyers outnumbered sellers: 216 funds opened new MSTR positions and 49 closed out — a net gain of 167 holders — while 149 added to existing stakes and 125 trimmed.
The largest buyer was Vanguard Group, adding an estimated $366M. The largest seller was Fidelity Investments, cutting an estimated $236M.
- 531 institutional investors held Strategy Inc (MSTR) as of Q1 2024, up from 369 in Q4 2023.
- Funds reported $16.4B of Strategy Inc stock for Q1 2024, up 198% quarter-over-quarter.
- 216 funds opened new Strategy Inc positions in Q1 2024 and 49 closed out, a net change of +167 holders.
- The largest Strategy Inc buyer in Q1 2024 was Vanguard Group, an estimated $366M added.
- The largest Strategy Inc seller in Q1 2024 was Fidelity Investments, an estimated $236M sold.
Based on aggregated 13F filings for Q1 2024.