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Strategy Inc
MSTR

251 hedge funds and large institutions have $1.91B invested in Strategy Inc in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 74 increasing their positions, 60 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more capital invested

Capital invested by funds: $813M → $1.91B (+$1.1B)

127% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 33

69.78% more ownership

Funds ownership: 613.55% → 683.33% (+70%)

23% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 60

19% more funds holding

Funds holding: 211 → 251 (+40)

41% less call options, than puts

Call options by funds: $747M | Put options by funds: $1.26B

Holders
251
Holders Change
+40
Holders Change %
+18.96%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
75
Increased
74
Reduced
60
Closed
33
Calls
$747M
Puts
$1.26B
Net Calls
-$510M
Net Calls Change
-$446M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$158M
2
Two Sigma Investments
Two Sigma Investments
New York
+$19.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$17.1M
4
Morgan Stanley
Morgan Stanley
New York
+$15.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$17.2M
2
AC
Antara Capital
New York
-$12.6M
3
Citigroup
Citigroup
New York
-$10.7M
4
Renaissance Technologies
Renaissance Technologies
New York
-$9M
5
QF
QVT Financial
New York
-$6.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
XT
126
XTX Topco
Cayman Islands
$431K +$360K +14,750 New
AFO
127
Arrowroot Family Office
California
$413K +$345K +14,140 New
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$399K +$113K +4,650 +52%
ProShare Advisors
129
ProShare Advisors
Maryland
$399K -$26.8K -1,100 -7%
SWM
130
Spire Wealth Management
Virginia
$388K +$281K +11,520 +655%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$380K +$317K +13,000 New
WS
132
Wedbush Securities
California
$363K +$303K +12,430 New
PAMS
133
Pictet Asset Management (Switzerland)
Switzerland
$361K +$301K +12,340 New
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$357K – – –
AB
135
Amalgamated Bank
New York
$355K -$41.2K -1,690 -12%
GWM
136
Geneos Wealth Management
Colorado
$351K -$25.1K -1,030 -8%
VRS
137
Virginia Retirement Systems
Virginia
$351K +$293K +12,000 New
William Blair & Company
138
William Blair & Company
Illinois
$345K +$288K +11,800 New
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$341K – – –
Mariner
140
Mariner
Kansas
$324K +$271K +11,090 New
AWM
141
Apollon Wealth Management
South Carolina
$318K +$266K +10,880 New
Principal Financial Group
142
Principal Financial Group
Iowa
$316K +$264K +10,810 New
Victory Capital Management
143
Victory Capital Management
Texas
$314K +$262K +10,750 New
AWS
144
Atria Wealth Solutions
New York
$306K +$255K +10,460 New
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$304K +$254K +10,400 New
CA
146
Cetera Advisors
Colorado
$292K +$244K +9,980 New
CAM
147
Campion Asset Management
Virginia
$291K +$243K +9,940 New
KWMG
148
King Wealth Management Group
Florida
$285K +$238K +9,740 New
II
149
Inspire Investing
Idaho
$273K -$189K -7,730 -45%
MIM
150
MTM Investment Management
South Carolina
$265K +$222K +9,080 New
4 5
6
7 8

MSTR Hedge Fund Activity: Q1 2023 in Review

251 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q1 2023, worth a combined $1.91B — up 135% from $813M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MSTR positions and 33 closed out — a net gain of 42 holders — while 74 added to existing stakes and 60 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $158M. The largest seller was Bank of America, cutting an estimated $17.2M.

  • 251 institutional investors held Strategy Inc (MSTR) as of Q1 2023, up from 211 in Q4 2022.
  • Funds reported $1.91B of Strategy Inc stock for Q1 2023, up 135% quarter-over-quarter.
  • 75 funds opened new Strategy Inc positions in Q1 2023 and 33 closed out, a net change of +42 holders.
  • The largest Strategy Inc buyer in Q1 2023 was Fidelity Investments, an estimated $158M added.
  • The largest Strategy Inc seller in Q1 2023 was Bank of America, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2023.