Strategy Inc
MSTR
251 hedge funds and large institutions have $1.91B invested in Strategy Inc in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 74 increasing their positions, 60 reducing their positions, and 33 closing their positions.
135% more capital invested
Capital invested by funds: $813M → $1.91B (+$1.1B)
127% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 33
69.78% more ownership
Funds ownership: 613.55% → 683.33% (+70%)
23% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 60
19% more funds holding
Funds holding: 211 → 251 (+40)
41% less call options, than puts
Call options by funds: $747M | Put options by funds: $1.26B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$158M |
| 2 |
Two Sigma Investments
New York
|
+$19.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$17.1M |
| 4 |
Morgan Stanley
New York
|
+$15.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$17.2M |
| 2 |
AC
Antara Capital
New York
|
-$12.6M |
| 3 |
Citigroup
New York
|
-$10.7M |
| 4 |
Renaissance Technologies
New York
|
-$9M |
| 5 |
QF
QVT Financial
New York
|
-$6.63M |
MSTR Hedge Fund Activity: Q1 2023 in Review
251 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q1 2023, worth a combined $1.91B — up 135% from $813M a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new MSTR positions and 33 closed out — a net gain of 42 holders — while 74 added to existing stakes and 60 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $158M. The largest seller was Bank of America, cutting an estimated $17.2M.
- 251 institutional investors held Strategy Inc (MSTR) as of Q1 2023, up from 211 in Q4 2022.
- Funds reported $1.91B of Strategy Inc stock for Q1 2023, up 135% quarter-over-quarter.
- 75 funds opened new Strategy Inc positions in Q1 2023 and 33 closed out, a net change of +42 holders.
- The largest Strategy Inc buyer in Q1 2023 was Fidelity Investments, an estimated $158M added.
- The largest Strategy Inc seller in Q1 2023 was Bank of America, an estimated $17.2M sold.
Based on aggregated 13F filings for Q1 2023.