We are live on ! Find out more
MSTR icon

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
Capital International Investors
1
Capital International Investors
California
$2.96B +$39M +272,895 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.94B +$279M +1,951,233 +13%
Morgan Stanley
3
Morgan Stanley
New York
$1.62B +$254M +1,773,898 +23%
BlackRock
4
BlackRock
New York
$1.6B +$95.3M +666,814 +8%
State Street
5
State Street
Massachusetts
$560M +$31.1M +217,701 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$466M +$32.9M +229,903 +9%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$464M -$147M -1,026,701 -27%
MG
8
Marex Group
$260M +$217M +1,518,007 +5,879%
Norges Bank
9
Norges Bank
Norway
$252M -$12M -83,970 -5%
CSD
10
Clear Street Derivatives
New York
$220M +$187M +1,307,134 New
Jane Street
11
Jane Street
New York
$178M -$280M -1,961,569 -65%
Northern Trust
12
Northern Trust
Illinois
$146M -$78.6M -549,812 -39%
Goldman Sachs
13
Goldman Sachs
New York
$140M -$76.5M -534,894 -39%
Bank of America
14
Bank of America
North Carolina
$134M +$73.3M +513,025 +182%
Capital World Investors
15
Capital World Investors
California
$121M +$1.03M +7,171 +1%
Legal & General Group
16
Legal & General Group
United Kingdom
$114M +$50.4M +352,829 +108%
Charles Schwab
17
Charles Schwab
California
$112M -$43.2M -302,069 -31%
JP Morgan Chase
18
JP Morgan Chase
New York
$111M +$10.5M +73,573 +13%
IMC Chicago
19
IMC Chicago
Illinois
$110M -$16.8M -117,837 -15%
UBS AM
20
UBS AM
Illinois
$108M +$6.09M +42,577 +7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$98.5M +$3.13M +21,891 +4%
LPL Financial
22
LPL Financial
California
$89M +$4.65M +32,542 +7%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$80M +$53.9M +377,225 +400%
Swiss National Bank
24
Swiss National Bank
Switzerland
$78.9M +$315K +2,200 +0.5%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$76.4M +$14.7M +102,627 +29%

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.