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Strategy Inc
MSTR

369 hedge funds and large institutions have $5.53B invested in Strategy Inc in 2023 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 153 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 24

200% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 51

141% more capital invested

Capital invested by funds: $2.29B → $5.53B (+$3.23B)

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

64.4% more ownership

Funds ownership: 576.08% → 640.48% (+64%)

26% more funds holding

Funds holding: 293 → 369 (+76)

37% less call options, than puts

Call options by funds: $2.18B | Put options by funds: $3.47B

Holders
369
Holders Change
+76
Holders Change %
+25.94%
% of All Funds
5.38%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
102
Increased
153
Reduced
51
Closed
24
Calls
$2.18B
Puts
$3.47B
Net Calls
-$1.29B
Net Calls Change
-$768M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$427M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$87.7M
3
BlackRock
BlackRock
New York
+$55.3M
4
Norges Bank
Norges Bank
Norway
+$44.7M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$33.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$19.6M
2
GH
GAM Holding
Switzerland
-$14.8M
3
Simplex Trading
Simplex Trading
Illinois
-$13.7M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$8.68M
5
TC
TwinBeech Capital
New York
-$8.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
101
Kapstone Financial Advisors
Ohio
$2.76M +$1.22M +25,650 +74%
PI
102
PEAK6 Investments
Illinois
$2.73M +$1.18M +24,920 +136%
CWA
103
Capital Wealth Alliance
Arizona
$2.7M +$177K +3,730 +10%
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$2.66M +$554K +11,680 +43%
AFAS
105
Acorn Financial Advisory Services
Virginia
$2.64M -$834K -17,590 -30%
PAG
106
Private Advisor Group
New Jersey
$2.63M -$36.5K -770 -2%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$2.58M +$142K +3,000 +8%
AAS
108
Avantax Advisory Services
Texas
$2.58M +$114K +2,410 +6%
BBA
109
Baader Bank Aktiengesellschaft
Germany
$2.26M +$298K +6,290 +21%
ASRS
110
Arizona State Retirement System
Arizona
$2.14M +$123K +2,590 +8%
Belvedere Trading
111
Belvedere Trading
Illinois
$2.11M -$214K -4,510 -12%
AQR Capital Management
112
AQR Capital Management
Connecticut
$2.1M +$715K +15,090 +83%
RA
113
RFG Advisory
Alabama
$2.09M +$339K +7,150 +28%
MOACM
114
Mutual of America Capital Management
New York
$2.06M +$1.54M +32,550 New
HIMC
115
Heritage Investors Management Corp
Maryland
$2.01M -$13.3K -280 -0.9%
Voloridge Investment Management
116
Voloridge Investment Management
Florida
$1.99M -$8.68M -183,190 -85%
AWM
117
AE Wealth Management
Kansas
$1.92M -$321K -6,780 -15%
RAG
118
RIA Advisory Group
Iowa
$1.86M +$2.34M +49,370 New
PA
119
Pinnacle Associates
New York
$1.84M +$73.5K +1,550 +6%
AWM
120
Aviso Wealth Management
Washington
$1.83M +$1.37M +28,900 New
IA
121
IFP Advisors
Florida
$1.82M +$645K +13,610 +90%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$1.74M +$148K +3,120 +13%
VF
123
Virtu Financial
New York
$1.74M +$785K +16,570 +152%
MC
124
Moors & Cabot
Massachusetts
$1.72M +$23.2K +490 +2%
ECM
125
EagleClaw Capital Management
Massachusetts
$1.71M – – –
3 4
5
6 7

MSTR Hedge Fund Activity: Q4 2023 in Review

369 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q4 2023, worth a combined $5.53B — up 141% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new MSTR positions and 24 closed out — a net gain of 78 holders — while 153 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $427M. The largest seller was Citadel Advisors, exiting entirely with an estimated $19.6M sold.

  • 369 institutional investors held Strategy Inc (MSTR) as of Q4 2023, up from 293 in Q3 2023.
  • Funds reported $5.53B of Strategy Inc stock for Q4 2023, up 141% quarter-over-quarter.
  • 102 funds opened new Strategy Inc positions in Q4 2023 and 24 closed out, a net change of +78 holders.
  • The largest Strategy Inc buyer in Q4 2023 was Morgan Stanley, an estimated $427M added.
  • The largest Strategy Inc seller in Q4 2023 was Citadel Advisors, an estimated $19.6M sold.

Based on aggregated 13F filings for Q4 2023.