MSTR Strategy Inc

NASDAQ
$130.97

Strategy Inc (MSTR) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
+17.65
20 buyers / 14 sellers
BUYING
Funds compared
35
funds with comparable MSTR positions
29 current holders · 27 prior-quarter holders
Net share change
+2.04M
+3.75M added, -1.71M cut
Position activity
8 new 12 increased 8 reduced 6 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Wolverine Asset Management Event Quant Increased +18.5K +9636.5% $1.6M 7.9% 75
Point72 Asset Management, L.P. Sold Out -72.4K -100.0% $6.3M 0.0% 62
Capstone Investment Advisors Quant Macro Increased +1.23M +1948.1% $107.4M 1.4% 62
Capula Management Quant Macro Increased +998.0K +22397.4% $86.8M 1.2% 62
HBK Investments Event New +18.2K $1.6M 0.0% 61
Quadrature Capital Quant Increased +729.4K +174.0% $63.4M 1.0% 58
MILLENNIUM MANAGEMENT LLC Sold Out -3.0K -100.0% $260.8K 0.0% 57
Verition Fund Management Event Long/Short Sold Out -13.3K -100.0% $1.2M 0.1% 56
D. E. Shaw & Co., Inc. Quant Increased +143.6K +498.6% $12.5M 0.0% 56
CITADEL ADVISORS LLC Quant Reduced -1.10M -90.3% $95.8M 0.0% 56

Most significant buyers

By move score, not size.

  • Wolverine Asset Management Increased · +18.5K
  • Capstone Investment Advisors Increased · +1.23M
  • Capula Management Increased · +998.0K
  • HBK Investments New · +18.2K
  • Quadrature Capital Increased · +729.4K

Most significant sellers

By move score, not size.

  • Point72 Asset Management, L.P. Sold Out · -72.4K
  • MILLENNIUM MANAGEMENT LLC Sold Out · -3.0K
  • Verition Fund Management Sold Out · -13.3K
  • CITADEL ADVISORS LLC Reduced · -1.10M
  • Qube Research & Technologies Ltd Sold Out · -5.6K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Wolverine Asset Management 2 18.7K 192 +18.5K +9636.5% 7.9% Increased 75
Point72 Asset Management, L.P. 1 0 72.4K -72.4K -100.0% 0.0% Sold Out 62
Capstone Investment Advisors 3 1.3M 63.4K +1.23M +1948.1% 1.4% Increased 62
Capula Management 2 1.0M 4.5K +998.0K +22397.4% 1.2% Increased 62
HBK Investments 1 18.2K 0 +18.2K 0.0% New 61
Quadrature Capital 3 1.1M 419.2K +729.4K +174.0% 1.0% Increased 58
MILLENNIUM MANAGEMENT LLC 2 0 3.0K -3.0K -100.0% 0.0% Sold Out 57
Verition Fund Management 2 0 13.3K -13.3K -100.0% 0.1% Sold Out 56
D. E. Shaw & Co., Inc. 1 172.5K 28.8K +143.6K +498.6% 0.0% Increased 56
CITADEL ADVISORS LLC 1 117.9K 1.2M -1.10M -90.3% 0.0% Reduced 56
Qube Research & Technologies Ltd 2 0 5.6K -5.6K -100.0% 0.0% Sold Out 55
Capital Fund Management 3 0 13.2K -13.2K -100.0% 0.0% Sold Out 55
Gotham Asset Management, LLC 2 3.6K 0 +3.6K 0.0% New 54
Jain Global 3 36.8K 0 +36.8K 0.0% New 54
Caxton Associates 3 2.5K 0 +2.5K 0.0% New 53
Graham Capital Management 3 0 12.8K -12.8K -100.0% 0.0% Sold Out 52
Weiss Asset Management 2 629.9K 667.5K -37.6K -5.6% 5.7% Reduced 51
Alphadyne Asset Management 3 5.2K 0 +5.2K 0.0% New 51
Balyasny Asset Management L.P. 2 43.1K 22.8K +20.3K +88.9% 0.0% Increased 51
CenterBook Partners 4 3.7K 0 +3.7K 0.0% New 49
Winton Group 4 9.5K 0 +9.5K 0.0% New 48
Engineers Gate 4 2.8K 0 +2.8K 0.0% New 48
Centiva Capital 4 2.8K 79.1K -76.3K -96.5% 0.0% Reduced 46
Squarepoint Ops LLC 2 143.7K 80.4K +63.2K +78.6% 0.0% Increased 45
Parallax Volatility Advisers 3 30.0K 110.1K -80.0K -72.7% 0.1% Reduced 45
Boothbay Fund Management 4 21.3K 4.3K +17.0K +397.4% 0.0% Increased 45
Hudson Bay Capital Management 3 79.4K 229.3K -149.9K -65.4% 0.0% Reduced 44
RENAISSANCE TECHNOLOGIES LLC 1 2.6M 2.1M +422.8K +19.8% 0.3% Increased 38
LMR Partners 3 180.7K 278.0K -97.4K -35.0% 0.2% Reduced 35
Woodline Partners LP 2 14.9K 10.2K +4.7K +45.8% 0.0% Increased 34
Readystate Asset Management 3 8.0K 16.1K -8.0K -50.0% 0.0% Reduced 32
Man Group 3 71.3K 104.7K -33.4K -31.9% 0.0% Reduced 31
Walleye Capital 3 31.7K 25.3K +6.4K +25.1% 0.0% Increased 27
AQR Capital Management 3 152.3K 145.9K +6.4K +4.4% 0.0% Increased 21
Bridgewater Associates 1 5.6K 5.6K 0 +0.0% 0.0% Unchanged 25

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.