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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
AM
176
AGF Management
Ontario, Canada
$4.03M +$3.16M +22,128 +1,236%
SRL
177
Scientech Research LLC
New Jersey
$3.89M +$1.73M +12,069 +109%
American Century Companies
178
American Century Companies
Missouri
$3.84M +$253K +1,768 +8%
LCM
179
LCM Capital Management
Illinois
$3.82M
UCMOK
180
United Capital Management of KS
Kansas
$3.81M +$2.12M +14,856 +192%
IA
181
IFP Advisors
Florida
$3.78M +$59.9K +419 +2%
HIMC
182
Heritage Investors Management Corp
Maryland
$3.76M -$15.7K -110 -0.5%
IUHSA
183
Itau Unibanco Holding S.A.
Brazil
$3.71M +$3.15M +22,000 New
PCWA
184
Pacific Capital Wealth Advisors
California
$3.7M +$3.13M +21,921 New
DZ Bank
185
DZ Bank
Germany
$3.65M +$310K +2,170 +11%
SPS
186
Susquehanna Portfolio Strategies
Pennsylvania
$3.63M
SSA
187
Schonfeld Strategic Advisors
New York
$3.59M +$1.88M +13,148 +162%
Capstone Investment Advisors
188
Capstone Investment Advisors
New York
$3.54M +$2.95M +20,630 +6,068%
LC
189
Longitude (Cayman)
Cayman Islands
$3.49M -$2.33M -16,300 -44%
National Bank of Canada
190
National Bank of Canada
Quebec, Canada
$3.48M -$537K -3,753 -15%
Toronto Dominion Bank
191
Toronto Dominion Bank
Ontario, Canada
$3.34M -$53K -371 -2%
AWM
192
Apollon Wealth Management
South Carolina
$3.27M +$905K +6,331 +48%
NAM
193
Nissay Asset Management
Japan
$3.21M +$84.1K +588 +3%
Lazard Asset Management
194
Lazard Asset Management
New York
$3.06M +$2.51M +17,525 +2,655%
HT
195
Headlands Technologies
Illinois
$3.01M +$260K +1,817 +11%
FIA
196
FNY Investment Advisers
New York
$2.8M +$2.12M +14,832 +843%
SAM
197
Secure Asset Management
Michigan
$2.78M +$128K +893 +6%
SA
198
SRN Advisors
Pennsylvania
$2.76M -$692K -4,841 -23%
CGPCS
199
Capital Group Private Client Services
California
$2.74M +$2.32M +16,255 New
SWM
200
Spire Wealth Management
Virginia
$2.72M +$70.1K +490 +3%

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.