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FNY Investment Advisers’s Strategy Inc MSTR Stock Holding History

FNY Investment Advisers’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-25
Closed -$3K – 986
2025
Q4 		$3K Buy
25
+15
+150% +$3.45K ﹤0.01% 784
2025
Q3 		$3K Buy
+10
New +$3.71K ﹤0.01% 1003

Other funds holding MSTR

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

FNY Investment Advisers's MSTR Position: Q2 2026 in Review

FNY Investment Advisers opened a new position in Strategy Inc (MSTR) in Q2 2026: 195 shares worth $16K. The stake represents 0.01% of the portfolio and ranks #561 among its holdings. This is a return to the name: FNY Investment Advisers previously reported a position in MSTR as recently as Q1 2025.

FNY Investment Advisers first reported a position in MSTR in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.8M in Q3 2024. 346 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • FNY Investment Advisers held 195 shares of Strategy Inc worth $16K as of Q2 2026.
  • Strategy Inc was a new FNY Investment Advisers position in Q2 2026.
  • Strategy Inc made up 0.01% of FNY Investment Advisers's portfolio in Q2 2026, its #561 holding.
  • FNY Investment Advisers first reported a position in Strategy Inc in Q1 2023 and has held it in 7 quarters since.
  • FNY Investment Advisers's Strategy Inc position peaked at $2.8M in Q3 2024.
  • 346 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.