Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STRATEGY INC (MSTR)

1K + Investors. Track Smart Money conviction in MSTR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -104
Streak
2Q ▼
Buyers last Q
48%

Smart Money Signals — MSTR

Based on 937 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MSTR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
937 funds currently hold this stock — 85% of the 3.0-year high of 1,107 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MSTR is almost the same as a year ago (+1 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

576 buying619 selling
Last quarter: 619 funds reduced or exited vs 576 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+38 vs last Q)

new funds entering per quarter
Funds opening a new MSTR position: 164 → 224 → 125 → 163. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 40% medium ■ 20% new
374 out of 937 hedge funds have held MSTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +3%, value -51%

Value
-51%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -51%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

366 → 164 → 224 → 125 → 163 new funds/Q
New funds entering each quarter: 164 → 224 → 125 → 163. MSTR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 43% of holders stayed 2+ years

■ 43% veterans ■ 20% 1-2yr ■ 36% new
Of 1,075 current holders: 465 (43%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
44 of 937 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: MSTR

How many hedge funds hold MSTR — quarterly history vs. share price
Quarterly hedge fund ownership of MSTR vs. share price

Market Analysis: MSTR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSTR

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

109 top-rated funds 11 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: MSTR
2026 Q1 Stats Unlock in 22 days 1K + Investors

Track Smart Money conviction in MSTR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1075 1183 -9.13%
13F Shares 306M 296M 3.4%
Total Value $60.01B $122.65B -51.07%
New Positions 171 139 +32
Increased Positions 600 681 -81
Closed Positions 278 198 +80
Reduced Positions 519 505 +14
Total Calls 85 89 -4.49%
Total Puts 87 83 4.82%
PUT/CALL Ratio 1.02 0.93 Neutral

Statistics: MSTR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MSTR. Verified SEC 13F-HR filings.

Top 25 institutional holders of MSTR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Turner Capital Investments, LLC 100.00% 4,206 $421K
2 Strong Tower Advisory Services 3.16% 134,681 $16.8M
3 VISTA INVESTMENT PARTNERS II, LLC 3.07% 54,759 $6.8M
4 Kessler Investment Group, LLC 2.41% 40,748 $5.1M
5 REX Advisers, LLC 1.49% 30,500 $494K
6 Kapstone Financial Advisors LLC 1.01% 16,500 $2.1M
7 Andina Capital Management, LLC 0.99% 9,011 $1.1M
8 PARTNERS WEALTH MANAGEMENT, LLC 0.91% 7,078 $883K
9 PROMETHIUM ADVISORS,LLC 0.84% 12,941 $1.6M
10 CERTIOR FINANCIAL GROUP, LLC 0.83% 10,485 $1.3M
11 Vivid Wealth Management, LLC 0.82% 16,264 $2.0M
12 Pacific Capital Wealth Advisors, Inc. 0.82% 39,097 $4.9M
13 Realta Investment Advisors 0.82% 18,832 $2.4M
14 Trium Capital LLP 0.66% 285,200 $941K
15 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.58% 34,065 $4.3M
16 Compass Ion Advisors, LLC 0.51% 43,045 $5.4M
17 LCM Capital Management Inc 0.51% 8,139 $1.0M
18 Walleye Partners, LLC 0.49% 3,201 $399K
19 Leonteq Securities AG 0.46% 99,037 $12.4M
20 Oasis Advisors, LLC 0.44% 5,475 $832K
21 MATAURO, LLC 0.43% 24,115 $3.0M
22 Fiduciary Alliance LLC 0.43% 49,518 $7.1M
23 QTR Family Wealth, LLC 0.42% 7,379 $1.0M
24 Lauer Wealth, LLC 0.41% 4,046 $519K
25 Secure Asset Management, LLC 0.40% 20,020 $2.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — STRATEGY INC (MSTR)

What does the Smart Money Trend signal show for MSTR?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MSTR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MSTR?

More sellers than buyers — 48% buying: Last quarter: 619 funds reduced or exited vs 576 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MSTR holders?

Strong quality — 30% AUM from major funds: 44 of 937 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MSTR?

40% of holders stayed for 2+ years: 374 out of 937 hedge funds have held MSTR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.