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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

265 hedge funds and large institutions have $3B invested in Strategy Inc Common Stock Class A in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 81 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-22
Holders Change %
-7.67%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
43
Increased
95
Reduced
81
Closed
61
Calls
$935M
Puts
$1.22B
Net Calls
-$286M
Net Calls Change
-$1.56B

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$432M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$42M
3
BlackRock
3
BlackRock
New York
$329M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$110M
5
Capital International Investors
5
Capital International Investors
California
$672M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$173M
2
Group One Trading
2
Group One Trading
Illinois
$0
3
CTC (Chicago Trading Company)
3
CTC (Chicago Trading Company)
Illinois
$13M
4
Jane Street
4
Jane Street
New York
$11.8M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$6.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
226
Russell Investments Group
United Kingdom
$15K – – –
MIFH
227
Migdal Insurance & Financial Holdings
Israel
$15K +$2.5K +50 +20%
WWP
228
WR Wealth Planners
Missouri
$14.1K +$14.1K +290 New
EWM
229
Evermay Wealth Management
Virginia
$13K -$5.78K -120 -31%
TFGT
230
TS Financial Group (TSFG)
Illinois
$11K – – –
GAM
231
Gemmer Asset Management
California
$11K – – –
MHR
232
Matthew Hamilton Rosenberg
$10K – – –
S
233
Surevest
California
$10K – – –
C
234
Covestor
United Kingdom
$10K +$4.5K +90 +82%
MCC
235
Money Concepts Capital
Florida
$10K +$10K +200 New
FAG
236
Fortitude Advisory Group
Washington
$9K – – –
SFFS
237
Stonehage Fleming Financial Services
Jersey
$7K – – –
PWC
238
PYA Waltman Capital
Tennessee
$7K – – –
FPS
239
Fieldpoint Private Securities
Connecticut
$6K -$2.31K -50 -28%
HFM
240
Harvest Fund Management
China
$6K – – –
FWA
241
FSC Wealth Advisors
New York
$6K – – –
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$5K -$6K -120 -55%
TFO
243
Tarbox Family Office
California
$5K – – –
FMP
244
Financial Management Professionals
Texas
$5K – – –
RG
245
Retirement Group
California
$5K – – –
GRP
246
Global Retirement Partners
California
$5K +$5K +280 New
SWM
247
Spire Wealth Management
Virginia
$4K -$25K -500 -86%
MAM
248
Meeder Asset Management
Ohio
$3K -$3.43K -80 -53%
HF
249
Halpern Financial
Virginia
$2.43K +$2.43K +50 New
SPIA
250
Steward Partners Investment Advisory
New York
$2K -$20K -500 -91%
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10
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