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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
DB
101
Danske Bank
Denmark
$11M +$511K +3,575 +6%
BAMF
102
BI Asset Management Fondsmaeglerselskab
Denmark
$11M +$9.29M +64,951 New
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$10.7M +$1.06M +7,400 +13%
Aviva
104
Aviva
United Kingdom
$10.6M +$3.09M +21,582 +52%
Ameriprise
105
Ameriprise
Minnesota
$10.3M +$341K +2,388 +4%
MML Investors Services
106
MML Investors Services
Massachusetts
$10.3M +$1.19M +8,332 +16%
EAM
107
Eschler Asset Management
United Kingdom
$10.1M
Pictet Asset Management
108
Pictet Asset Management
Switzerland
$10M +$310K +2,169 +4%
Royal London Asset Management
109
Royal London Asset Management
United Kingdom
$10M +$8.5M +59,479 New
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$9.87M +$53.3K +373 +0.6%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$9.78M -$556K -3,889 -7%
Victory Capital Management
112
Victory Capital Management
Texas
$9.75M -$44.3K -310 -0.5%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.59M -$406K -2,838 -5%
Wealth Enhancement Advisory Services
114
Wealth Enhancement Advisory Services
Minnesota
$9.57M +$494K +3,458 +6%
Asset Management One
115
Asset Management One
Japan
$9.49M -$35.5K -248 -0.4%
Mariner
116
Mariner
Kansas
$9.01M +$2.12M +14,820 +38%
MC
117
Moors & Cabot
Massachusetts
$8.62M +$176K +1,230 +2%
LSA
118
Leonteq Securities AG
Switzerland
$8.49M +$488K +3,410 +7%
MVP
119
Miller Value Partners
Florida
$8.47M +$7.18M +50,250 New
TCM
120
Traynor Capital Management
Pennsylvania
$8.41M +$6.62M +46,285 +1,286%
FC
121
FORA Capital
Florida
$8.33M +$1.62M +11,339 +30%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$8.29M +$4.41M +30,842 +265%
HighTower Advisors
123
HighTower Advisors
Illinois
$8.12M +$545K +3,814 +9%
RAM
124
Resona Asset Management
Japan
$7.93M -$67.1K -469 -1%
MS
125
Madden Securities
Texas
$7.92M +$277K +1,940 +4%

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.