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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
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$5.31M +$413K +2,889 +10%
Skandinaviska Enskilda Banken (SEB)
152
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.31M -$243K -1,700 -5%
Walleye Trading
153
Walleye Trading
New York
$5.22M -$1.64M -11,444 -27%
FAF
154
Fjarde Ap-fonden
Sweden
$5.17M +$4.39M +30,680 New
GS
155
GTS Securities
New York
$5.13M -$2.53M -17,720 -37%
Russell Investments Group
156
Russell Investments Group
United Kingdom
$5.11M -$591K -4,137 -12%
OCM
157
One Capital Management
California
$4.92M +$2.04M +14,287 +96%
Wealthfront Advisers
158
Wealthfront Advisers
California
$4.79M +$2.94M +20,533 +262%
TD Asset Management
159
TD Asset Management
Ontario, Canada
$4.75M +$121K +848 +3%
Wolverine Trading
160
Wolverine Trading
Illinois
$4.68M -$147M -1,026,888 -97%
IWM
161
IHT Wealth Management
Illinois
$4.66M +$2.33M +16,313 +143%
ECM
162
EagleClaw Capital Management
Massachusetts
$4.63M
NA
163
NewEdge Advisors
Louisiana
$4.49M +$1.32M +9,245 +53%
DnB Asset Management
164
DnB Asset Management
Norway
$4.48M +$53.6K +375 +1%
MIM
165
Monashee Investment Management
Massachusetts
$4.47M +$3.79M +26,500 New
BCIM
166
British Columbia Investment Management
British Columbia, Canada
$4.44M -$549K -3,837 -13%
TAF
167
Tredje AP-fonden
Sweden
$4.43M
PAG
168
Private Advisor Group
New Jersey
$4.4M +$1.51M +10,561 +68%
NFG
169
Nations Financial Group
Iowa
$4.34M +$49.2K +344 +1%
TPA
170
Trivium Point Advisory
Connecticut
$4.33M +$77.8K +544 +4%
EWA
171
EverSource Wealth Advisors
Alabama
$4.31M +$2.39M +16,724 +189%
KBC Group
172
KBC Group
Belgium
$4.28M +$2.02M +14,116 +125%
RJFSA
173
Raymond James Financial Services Advisors
Florida
$4.28M +$135K +945 +4%
ACMH
174
Andar Capital Management (HK)
Hong Kong
$4.21M +$3.57M +25,000 New
Vontobel Holding
175
Vontobel Holding
Switzerland
$4.17M -$3.38M -23,630 -49%

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.