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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
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$265K +$221K +9,050 New
HIS
152
Harvest Investment Services
Illinois
$261K +$218K +8,930 New
FA
153
Faithward Advisors
Pennsylvania
$259K +$220K +9,010 New
T
154
TOBAM
France
$254K +$78.6K +3,220 +59%
SMDAM
155
Sumitomo Mitsui DS Asset Management
Japan
$245K +$205K +8,380 New
IWM
156
IHT Wealth Management
Illinois
$237K +$198K +8,100 New
QC
157
QCM Cayman
Texas
$232K +$194K +7,950 New
FAM
158
Flaharty Asset Management
Florida
$229K +$191K +7,840 New
AIP
159
Ameritas Investment Partners
Nebraska
$227K +$11.5K +470 +6%
VCP
160
Verus Capital Partners
Arizona
$222K +$185K +7,580 New
MG
161
Marex Group
$221K +$185K +7,570 New
CPIG
162
Chicago Partners Investment Group
Illinois
$220K -$976 -40 -0.5%
BBVA
163
Banco Bilbao Vizcaya Argentaria
Spain
$215K +$179K +7,350 New
XS
164
XR Securities
Illinois
$215K +$179K +7,350 New
SWP
165
Stratos Wealth Partners
Ohio
$212K +$177K +7,260 New
NA
166
NewEdge Advisors
Louisiana
$210K -$3.66K -150 -2%
CAM
167
Cresset Asset Management
Illinois
$210K +$175K +7,190 New
Point72 Asset Management
168
Point72 Asset Management
Connecticut
$205K +$171K +7,000 New
Norges Bank
169
Norges Bank
Norway
$204K +$171K +6,990 New
KFA
170
Kapstone Financial Advisors
Ohio
$204K +$146K +5,980 New
American Century Companies
171
American Century Companies
Missouri
$201K +$175K +7,190 New
IA
172
IFP Advisors
Florida
$198K +$1.46K +60 +0.4%
NFSG
173
Newbridge Financial Services Group
Florida
$195K +$26.8K +1,100 +20%
EMG
174
ETF Managers Group
New Jersey
$193K +$161K +6,590 New
WWP
175
WR Wealth Planners
Missouri
$154K +$128K +5,260 New
5 6
7
8 9

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.