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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
Principal Financial Group
126
Principal Financial Group
Iowa
$7.84M -$895K -6,257 -12%
AAS
127
Avantax Advisory Services
Texas
$7.81M +$1.44M +10,040 +28%
DWM
128
Dakota Wealth Management
Florida
$7.78M +$143K +999 +2%
ASRS
129
Arizona State Retirement System
Arizona
$7.62M +$275K +1,921 +4%
KWA
130
Kingswood Wealth Advisors
California
$7.49M -$682K -4,770 -10%
CWA
131
Capital Wealth Alliance
Arizona
$7.31M
Nomura Asset Management
132
Nomura Asset Management
Japan
$7.19M +$295K +2,060 +5%
CAM
133
Cresset Asset Management
Illinois
$6.77M +$328K +2,292 +6%
Handelsbanken Fonder
134
Handelsbanken Fonder
Sweden
$6.74M +$1.02M +7,100 +22%
IAA
135
Independent Advisor Alliance
North Carolina
$6.73M +$1.43M +10,003 +33%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$6.46M +$5.48M +38,307 New
VOYA Investment Management
137
VOYA Investment Management
Georgia
$6.4M -$1.83M -12,809 -25%
KAS
138
Kestra Advisory Services
Texas
$6.34M -$2.8M -19,600 -34%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$6.24M -$285K -1,995 -5%
SA
140
Sanctuary Advisors
Indiana
$6.09M +$1.45M +10,132 +235%
PCM
141
Penserra Capital Management
California
$5.96M +$488K +3,413 +11%
SMDAM
142
Sumitomo Mitsui DS Asset Management
Japan
$5.86M +$430K +3,006 +9%
Korea Investment Corp
143
Korea Investment Corp
South Korea
$5.81M +$1.93M +13,480 +64%
RS
144
Rakuten Securities
Japan
$5.78M +$559K +3,911 +13%
FAF
145
Första AP-fonden
Sweden
$5.66M +$515K +3,600 +12%
Macquarie Group
146
Macquarie Group
Australia
$5.5M -$473K -3,310 -9%
II
147
IFM Investors
Australia
$5.44M +$27.4K +192 +0.6%
Aberdeen Group
148
Aberdeen Group
United Kingdom
$5.37M +$4.15M +29,001 +1,028%
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
$5.34M +$1.78M +12,432 +65%
ACM
150
Aquatic Capital Management
Illinois
$5.33M -$5.2M -36,400 -54%

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.