Strategy Inc
MSTR
996 hedge funds and large institutions have $31.1B invested in Strategy Inc in 2024 Q4 according to their latest regulatory filings, with 404 funds opening new positions, 367 increasing their positions, 190 reducing their positions, and 61 closing their positions.
562% more first-time investments, than exits
New positions opened: 404 | Existing positions closed: 61
93% more repeat investments, than reductions
Existing positions increased: 367 | Existing positions reduced: 190
78% more capital inflows, than outflows
Capital inflows: $9.07B | Capital outflows: $5.09B
56% more funds holding in top 10
Funds holding in top 10: 27 → 42 (+15)
50% more funds holding
Funds holding: 662 → 996 (+334)
4.14% less ownership
Funds ownership: 51.78% → 47.64% (-4.1%)
27% less call options, than puts
Call options by funds: $23.2B | Put options by funds: $31.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.21B |
| 2 |
Cantor Fitzgerald
New York
|
+$1.08B |
| 3 |
Clear Street Derivatives
New York
|
+$831M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$805M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$540M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$1.47B |
| 2 |
Morgan Stanley
New York
|
-$1.3B |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$512M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$346M |
| 5 |
Marex Group
London,
|
-$176M |
MSTR Hedge Fund Activity: Q4 2024 in Review
996 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q4 2024, worth a combined $31.1B — up 94% from $16B a quarter earlier.
Buyers outnumbered sellers: 404 funds opened new MSTR positions and 61 closed out — a net gain of 343 holders — while 367 added to existing stakes and 190 trimmed.
The largest buyer was UBS Group, adding an estimated $1.21B. The largest seller was Capital International Investors, cutting an estimated $1.47B.
- 996 institutional investors held Strategy Inc (MSTR) as of Q4 2024, up from 662 in Q3 2024.
- Funds reported $31.1B of Strategy Inc stock for Q4 2024, up 94% quarter-over-quarter.
- 404 funds opened new Strategy Inc positions in Q4 2024 and 61 closed out, a net change of +343 holders.
- The largest Strategy Inc buyer in Q4 2024 was UBS Group, an estimated $1.21B added.
- The largest Strategy Inc seller in Q4 2024 was Capital International Investors, an estimated $1.47B sold.
Based on aggregated 13F filings for Q4 2024.