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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
CAM
176
Cresset Asset Management
Illinois
$2.24M +$358K +3,930 +43%
ACM
177
Alpha Capital Management
Texas
$2.24M +$759K +8,330 +173%
Nomura Holdings
178
Nomura Holdings
Japan
$2.24M -$25.8M -283,480 -96%
TPA
179
Trivium Point Advisory
Connecticut
$2.13M +$547K +6,000 +92%
SWP
180
Stratos Wealth Partners
Ohio
$2.06M +$221K +2,420 +25%
William Blair & Company
181
William Blair & Company
Illinois
$2.05M -$162K -1,780 -13%
BHCM
182
Boulder Hill Capital Management
New York
$2.05M +$1.09M +12,000 New
GA
183
GSG Advisors
New Jersey
$2.01M – – –
CA
184
Cetera Advisors
Colorado
$2.01M -$730K -8,010 -40%
NA
185
NewEdge Advisors
Louisiana
$1.99M +$416K +4,560 +66%
SI
186
Symmetry Investments
Jersey
$1.92M +$1.03M +11,280 New
FA
187
Fiduciary Alliance
South Carolina
$1.86M +$274K +3,010 +36%
RIA
188
Realta Investment Advisors
Delaware
$1.85M -$3.9M -42,730 -80%
FT
189
Fiduciary Trust
Massachusetts
$1.81M +$150K +1,650 +18%
PWM
190
Perigon Wealth Management
California
$1.79M +$59.3K +650 +7%
AAS
191
Ameritas Advisory Services
Nebraska
$1.79M +$1.36M +14,890 New
Balyasny Asset Management
192
Balyasny Asset Management
Illinois
$1.77M -$25M -273,720 -96%
MIM
193
MTM Investment Management
South Carolina
$1.72M -$14.6K -160 -2%
Two Sigma Investments
194
Two Sigma Investments
New York
$1.71M -$68M -746,010 -99%
Hudson Bay Capital Management
195
Hudson Bay Capital Management
Connecticut
$1.7M +$912K +10,000 New
SWA
196
Stratos Wealth Advisors
Ohio
$1.7M +$96.6K +1,060 +12%
CAM
197
Campion Asset Management
Virginia
$1.69M – – –
Millennium Management
198
Millennium Management
New York
$1.68M -$9.96M -109,260 -92%
BPA
199
Beacon Pointe Advisors
California
$1.67M +$345K +3,780 +63%
HH
200
Hilltop Holdings
Texas
$1.64M +$424K +4,650 +93%
6 7
8
9 10

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.