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Strategy Inc

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.

New
Increased
Maintained
Reduced
Closed

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: 2741 (+14)

50% more funds holding

Funds holding: 660989 (+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

Holders
989
Holders Change
+329
Holders Change %
+49.85%
% of All Funds
13.03%
Holding in Top 10
41
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+51.85%
% of All Funds
0.54%
New
399
Increased
366
Reduced
189
Closed
61
Calls
$23.2B
Puts
$31.6B
Net Calls
-$8.43B
Net Calls Change
-$4.29B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.72B -$346M -1,149,033 -7%
Capital International Investors
2
Capital International Investors
California
$3.66B -$1.47B -4,884,439 -28%
BlackRock
3
BlackRock
New York
$3.26B +$537M +1,784,217 +19%
Morgan Stanley
4
Morgan Stanley
New York
$1.52B -$1.3B -4,336,867 -45%
UBS Group
5
UBS Group
Switzerland
$1.29B +$1.21B +4,036,608 +933%
CSD
6
Clear Street Derivatives
New York
$1.18B +$831M +2,763,003 +211%
State Street
7
State Street
Massachusetts
$1.12B +$161M +534,020 +16%
CF
8
Cantor Fitzgerald
New York
$1.04B +$1.08B +3,580,131 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$881M +$84.7M +281,342 +10%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$791M +$805M +2,674,096 +4,817%
National Bank of Canada
11
National Bank of Canada
Quebec, Canada
$526M +$540M +1,795,346 +8,695%
Norges Bank
12
Norges Bank
Norway
$524M +$94.6M +314,271 +21%
Jane Street
13
Jane Street
New York
$451M +$151M +500,965 +47%
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$450M +$467K +1,553 New
Northern Trust
15
Northern Trust
Illinois
$312M +$63.5M +210,997 +24%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$305M -$512M -1,700,146 -62%
JP Morgan Chase
17
JP Morgan Chase
New York
$293M +$105M +350,325 +53%
Invesco
18
Invesco
Georgia
$284M +$187M +621,094 +173%
MG
19
Marex Group
$278M -$176M -583,242 -38%
UBS AM
20
UBS AM
Illinois
$232M +$49M +162,757 +25%
Charles Schwab
21
Charles Schwab
California
$221M +$29.3M +97,515 +15%
Goldman Sachs
22
Goldman Sachs
New York
$216M -$26.6M -88,535 -11%
Legal & General Group
23
Legal & General Group
United Kingdom
$211M +$15.6M +51,806 +8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$200M +$31.9M +105,875 +18%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$192M +$119M +395,153 +147%

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.