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Strategy Inc
MSTR

531 hedge funds and large institutions have $16.4B invested in Strategy Inc in 2024 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 149 increasing their positions, 125 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 49

198% more capital invested

Capital invested by funds: $5.53B → $16.4B (+$10.9B)

122% more funds holding in top 10

Funds holding in top 10: 9 → 20 (+11)

44% more funds holding

Funds holding: 369 → 531 (+162)

19% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 125

2.95% more ownership

Funds ownership: 640.48% → 643.43% (+2.9%)

39% less call options, than puts

Call options by funds: $10.3B | Put options by funds: $17B

Holders
531
Holders Change
+162
Holders Change %
+43.9%
% of All Funds
7.65%
Holding in Top 10
20
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+122.22%
% of All Funds
0.29%
New
216
Increased
149
Reduced
125
Closed
49
Calls
$10.3B
Puts
$17B
Net Calls
-$6.71B
Net Calls Change
-$5.42B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$366M
2
Capital International Investors
Capital International Investors
California
+$212M
3
BlackRock
BlackRock
New York
+$199M
4
Jane Street
Jane Street
New York
+$154M
5
IMC Chicago
IMC Chicago
Illinois
+$91.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$236M
2
Morgan Stanley
Morgan Stanley
New York
-$219M
3
Two Sigma Investments
Two Sigma Investments
New York
-$68M
4
TI
Tidal Investments
Wisconsin
-$61.8M
5
SCM
Shaolin Capital Management
Florida
-$53.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
151
HUB Investment Partners
Texas
$3.27M +$1.75M +19,200 New
Pictet Asset Management
152
Pictet Asset Management
Switzerland
$3.26M +$480K +5,260 +38%
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$3.24M -$1.04M -11,410 -29%
BCM
154
Bluefin Capital Management
New York
$3.24M +$1.73M +19,010 New
Teacher Retirement System of Texas
155
Teacher Retirement System of Texas
Texas
$3.15M +$399K +4,380 +31%
SA
156
SRN Advisors
Pennsylvania
$3.12M -$3.18M -34,850 -66%
CF
157
Cantor Fitzgerald
New York
$3.02M +$1.61M +17,700 New
American Century Companies
158
American Century Companies
Missouri
$2.96M +$628K +6,890 +66%
CIBC World Market
159
CIBC World Market
Ontario, Canada
$2.92M -$3.65M -39,980 -70%
SWM
160
Spire Wealth Management
Virginia
$2.91M -$1.03M -11,290 -40%
NFG
161
Nations Financial Group
Iowa
$2.86M +$1.53M +16,790 New
BHCM
162
Brevan Howard Capital Management
Jersey
$2.83M +$1.51M +16,600 New
FC
163
FORA Capital
Florida
$2.81M -$12.2M -133,940 -89%
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$2.71M +$387K +4,240 +36%
SMDAM
165
Sumitomo Mitsui DS Asset Management
Japan
$2.71M +$708K +7,760 +96%
RA
166
RFG Advisory
Alabama
$2.62M -$1.61M -17,660 -53%
PA
167
Pinnacle Associates
New York
$2.58M -$1.27M -13,960 -48%
SO
168
STRS Ohio
Ohio
$2.56M -$91.2K -1,000 -6%
OCM
169
One Capital Management
California
$2.53M +$426K +4,670 +46%
AIP
170
Ameritas Investment Partners
Nebraska
$2.53M +$223K +2,450 +20%
AWM
171
Apollon Wealth Management
South Carolina
$2.41M +$20.1K +220 +2%
Canada Life
172
Canada Life
Manitoba, Canada
$2.34M +$205K +2,250 +20%
ACM
173
Arlington Capital Management
Illinois
$2.3M -$917K -10,060 -43%
EH
174
Equitable Holdings
New York
$2.26M -$214K -2,350 -15%
AWM
175
Aviso Wealth Management
Washington
$2.24M -$1.44M -15,750 -54%
5 6
7
8 9

MSTR Hedge Fund Activity: Q1 2024 in Review

531 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q1 2024, worth a combined $16.4B — up 198% from $5.53B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new MSTR positions and 49 closed out — a net gain of 167 holders — while 149 added to existing stakes and 125 trimmed.

The largest buyer was Vanguard Group, adding an estimated $366M. The largest seller was Fidelity Investments, cutting an estimated $236M.

  • 531 institutional investors held Strategy Inc (MSTR) as of Q1 2024, up from 369 in Q4 2023.
  • Funds reported $16.4B of Strategy Inc stock for Q1 2024, up 198% quarter-over-quarter.
  • 216 funds opened new Strategy Inc positions in Q1 2024 and 49 closed out, a net change of +167 holders.
  • The largest Strategy Inc buyer in Q1 2024 was Vanguard Group, an estimated $366M added.
  • The largest Strategy Inc seller in Q1 2024 was Fidelity Investments, an estimated $236M sold.

Based on aggregated 13F filings for Q1 2024.