We are live on ! Find out more
MSTR icon

Strategy Inc

236 hedge funds and large institutions have $1.05B invested in Strategy Inc in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 90 increasing their positions, 54 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 54

14.35% more ownership

Funds ownership: 662.91%677.26% (+14%)

12% less funds holding

Funds holding: 267236 (-31)

39% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 70

46% less call options, than puts

Call options by funds: $485M | Put options by funds: $906M

65% less capital invested

Capital invested by funds: $3B → $1.05B (-$1.96B)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
236
Holders Change
-31
Holders Change %
-11.61%
% of All Funds
3.98%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
43
Increased
90
Reduced
54
Closed
70
Calls
$485M
Puts
$906M
Net Calls
-$421M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
UAML
176
US Asset Management LLC
Pennsylvania
$17K +$578 +20 +2%
BFEC
177
Benjamin F. Edwards & Company
Missouri
$16K
HIA
178
Harbor Investment Advisory
Maryland
$16K
CLOS
179
Compagnie Lombard Odier SCmA
Switzerland
$16K +$14.5K +500 +100%
GWS
180
Glassman Wealth Services
Virginia
$15K
AF
181
Advisornet Financial
Minnesota
$14K +$4.92K +170 +26%
RA
182
Rational Advisors
New York
$14K +$4.92K +170 +24%
PA
183
Parallel Advisors
California
$13K -$37.6K -1,300 -62%
LFG
184
Larson Financial Group
Missouri
$12K
AP
185
Atwood & Palmer
Missouri
$12K +$21.1K +730 New
OLVIG
186
Oliver Lagore Vanvalin Investment Group
Michigan
$9K
MIFH
187
Migdal Insurance & Financial Holdings
Israel
$9K +$7.23K +250 +83%
C
188
Covestor
United Kingdom
$9K +$11.3K +390 +195%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$8K -$1.16K -40 -7%
FA
190
Fortis Advisors
Pennsylvania
$8K
TCWM
191
Total Clarity Wealth Management
Illinois
$7K +$11.6K +400 New
S
192
SignatureFD
Georgia
$6K -$1.16K -40 -10%
TWM
193
Tradition Wealth Management
Minnesota
$6K
T2I
194
Turim 21 Investimentos
Brazil
$6K
BHWM
195
Beaird Harris Wealth Management
Texas
$6K +$10.7K +370 New
GRP
196
Global Retirement Partners
California
$5K
FMP
197
Financial Management Professionals
Texas
$5K +$5.78K +200 +200%
WWP
198
WR Wealth Planners
Missouri
$4.76K
EC
199
Elequin Capital
New York
$4K -$19.7K -680 -72%
TFGT
200
TS Financial Group (TSFG)
Illinois
$4K

MSTR Hedge Fund Activity: Q2 2022 in Review

236 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q2 2022, worth a combined $1.05B — down 65% from $3B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of MSTR and 43 opened new positions — a net loss of 27 holders — while 54 trimmed existing stakes and 90 added.

The largest buyer was Renaissance Technologies, adding an estimated $90.6M. The largest seller was Capital World Investors, cutting an estimated $102M.

  • 236 institutional investors held Strategy Inc (MSTR) as of Q2 2022, down from 267 in Q1 2022.
  • Funds reported $1.05B of Strategy Inc stock for Q2 2022, down 65% quarter-over-quarter.
  • 43 funds opened new Strategy Inc positions in Q2 2022 and 70 closed out, a net change of -27 holders.
  • The largest Strategy Inc buyer in Q2 2022 was Renaissance Technologies, an estimated $90.6M added.
  • The largest Strategy Inc seller in Q2 2022 was Capital World Investors, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2022.