Strategy Inc
MSTR
270 hedge funds and large institutions have $4.25B invested in Strategy Inc in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 109 increasing their positions, 85 reducing their positions, and 58 closing their positions.
75.14% more ownership
Funds ownership: 746.21% → 821.35% (+75%)
28% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 85
18% more call options, than puts
Call options by funds: $1.75B | Put options by funds: $1.49B
10% more capital invested
Capital invested by funds: $3.86B → $4.25B (+$386M)
6% less funds holding
Funds holding: 287 → 270 (-17)
28% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 58
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$564M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$56.5M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$52.7M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$25.9M |
| 5 |
Goldman Sachs
New York
|
+$25.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Steadview Capital Management
London,
United Kingdom
|
-$90.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$88.1M |
| 3 |
JP Morgan Chase
New York
|
-$52.2M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$42.2M |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$40.1M |
MSTR Hedge Fund Activity: Q2 2021 in Review
270 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q2 2021, worth a combined $4.25B — up 10% from $3.86B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of MSTR and 42 opened new positions — a net loss of 16 holders — while 85 trimmed existing stakes and 109 added.
The largest buyer was Capital International Investors, opening a new position worth an estimated $564M. The largest seller was Steadview Capital Management, exiting entirely with an estimated $90.5M sold.
- 270 institutional investors held Strategy Inc (MSTR) as of Q2 2021, down from 287 in Q1 2021.
- Funds reported $4.25B of Strategy Inc stock for Q2 2021, up 10% quarter-over-quarter.
- 42 funds opened new Strategy Inc positions in Q2 2021 and 58 closed out, a net change of -16 holders.
- The largest Strategy Inc buyer in Q2 2021 was Capital International Investors, an estimated $564M added.
- The largest Strategy Inc seller in Q2 2021 was Steadview Capital Management, an estimated $90.5M sold.
Based on aggregated 13F filings for Q2 2021.