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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
IFG
201
Independent Financial Group
California
$2.68M +$1.19M +8,333 +110%
FA
202
Fiduciary Alliance
South Carolina
$2.68M +$422K +2,951 +23%
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$2.67M
HR
204
Howe & Rusling
New York
$2.59M -$588K -4,112 -21%
BC
205
BIT Capital
Germany
$2.59M +$839K +5,870 +62%
GRP
206
Global Retirement Partners
California
$2.58M -$1.09M -7,656 -33%
SM
207
Skaana Management
New York
$2.54M +$1.94M +13,563 +886%
LP
208
LMR Partners
United Kingdom
$2.53M +$2.14M +15,000 New
XT
209
XTX Topco
Cayman Islands
$2.53M +$2.14M +14,991 New
EH
210
Equitable Holdings
New York
$2.49M +$268K +1,875 +15%
RIA
211
Realta Investment Advisors
Delaware
$2.48M -$655K -4,584 -27%
Daiwa Securities Group
212
Daiwa Securities Group
Japan
$2.44M -$4.58K -32 -0.2%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$2.42M +$289K +2,019 +16%
BBVA
214
Banco Bilbao Vizcaya Argentaria
Spain
$2.41M +$864K +6,043 +74%
X
215
Xponance
Pennsylvania
$2.4M +$48.8K +341 +2%
EMPI
216
Elo Mutual Pension Insurance
Finland
$2.36M +$2M +14,011 New
SWP
217
Stratos Wealth Partners
Ohio
$2.35M +$497K +3,478 +33%
AWM
218
Aviso Wealth Management
Washington
$2.19M -$4.29K -30 -0.2%
FAIM
219
Financial Advocates Investment Management
Washington
$2.18M +$641K +4,483 +53%
William Blair & Company
220
William Blair & Company
Illinois
$2.13M +$42.2K +295 +2%
PIMG
221
Patriot Investment Management Group
Tennessee
$2.11M +$1.79M +12,510 New
GIBU
222
Gulf International Bank (UK)
United Kingdom
$2.07M -$78.3K -548 -4%
AIM
223
Achmea Investment Management
Netherlands
$2.06M +$1.75M +12,213 New
XSC
224
X-Square Capital
Puerto Rico
$2.06M +$1.07M +7,480 +158%
AWS
225
Atria Wealth Solutions
New York
$2.05M +$448K +3,135 +35%

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.