Strategy Inc
MSTR
989 hedge funds and large institutions have $31.5B invested in Strategy Inc in 2024 Q4 according to their latest regulatory filings, with 399 funds opening new positions, 366 increasing their positions, 189 reducing their positions, and 61 closing their positions.
554% more first-time investments, than exits
New positions opened: 399 | Existing positions closed: 61
97% more capital invested
Capital invested by funds: $16B → $31.5B (+$15.5B)
94% more repeat investments, than reductions
Existing positions increased: 366 | Existing positions reduced: 189
52% more funds holding in top 10
Funds holding in top 10: 27 → 41 (+14)
50% more funds holding
Funds holding: 660 → 989 (+329)
4.28% less ownership
Funds ownership: 51.91% → 47.63% (-4.3%)
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 |
CF
Cantor Fitzgerald
New York
|
+$1.08B |
| 3 |
CSD
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 |
MG
Marex Group
London,
|
-$176M |
MSTR Hedge Fund Activity: Q4 2024 in Review
989 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q4 2024, worth a combined $31.5B — up 97% from $16B a quarter earlier.
Buyers outnumbered sellers: 399 funds opened new MSTR positions and 61 closed out — a net gain of 338 holders — while 366 added to existing stakes and 189 trimmed.
The largest buyer was UBS Group, adding an estimated $1.21B. The largest seller was Capital International Investors, cutting an estimated $1.47B.
- 989 institutional investors held Strategy Inc (MSTR) as of Q4 2024, up from 660 in Q3 2024.
- Funds reported $31.5B of Strategy Inc stock for Q4 2024, up 97% quarter-over-quarter.
- 399 funds opened new Strategy Inc positions in Q4 2024 and 61 closed out, a net change of +338 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.