Cut Through CryptoBetaSubscribe
MSTR MSCI index removalLatest of 2
MSTR Exits MSCI; Institutions Buy

Strategy Falls 5% on Its MSCI Deletion — and the “Institutions Buying” Bought Six Weeks Ago

Verified · 13 Nov 2026BitcoinNov 13, 2026

Strategy is being removed from MSCI global indexes while major institutional investors are simultaneously increasing their MSTR exposure.

Strategy fell about 5% Thursday, which Cointelegraph attributed to the MSCI removal and a wider bitcoin sell-off; Decrypt notes the deletion cascades from the USA Index into MSCI World and All Country World. Filings ahead of Monday’s 13F deadline show State Street’s stake up ~6% (~$1.22B) and Jane Street’s up ~54% — positions as of 30 September, predating MSCI’s decision.

6 sources