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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

210 hedge funds and large institutions have $813M invested in Strategy Inc Common Stock Class A in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-20
Holders Change %
-8.7%
% of All Funds
3.39%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
69
Reduced
64
Closed
50
Calls
$725M
Puts
$789M
Net Calls
-$64.7M
Net Calls Change
+$65.7M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$218M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$13.8M
3
AC
3
Antara Capital
New York
$12.6M
4
Bank of America
4
Bank of America
North Carolina
$12.2M
5
Citigroup
5
Citigroup
New York
$6.59M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$9M
2
Capital World Investors
2
Capital World Investors
California
$17.4M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$3.11M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$535K
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
226
Quantamental Technologies
New York
– -$263K -12,370 Closed
Principal Financial Group
227
Principal Financial Group
Iowa
– -$257K -12,100 Closed
BAM
228
Blueshift Asset Management
New Jersey
– -$251K -11,840 Closed
FA
229
Faithward Advisors
Pennsylvania
– -$234K -11,010 Closed
Victory Capital Management
230
Victory Capital Management
Texas
– -$225K -10,610 Closed
AWS
231
Atria Wealth Solutions
New York
– -$222K -10,460 Closed
William Blair & Company
232
William Blair & Company
Illinois
– -$218K -10,290 Closed
CAM
233
Campion Asset Management
Virginia
– -$211K -9,940 Closed
PA
234
Pinnacle Associates
New York
– -$209K -9,840 Closed
KWMG
235
King Wealth Management Group
Florida
– -$207K -9,740 Closed
PIA
236
Perennial Investment Advisors
California
– -$205K -9,680 Closed
MIM
237
MTM Investment Management
South Carolina
– -$205K -9,640 Closed
GSC
238
Ground Swell Capital
South Carolina
– -$201K -9,470 Closed
HH
239
Hilltop Holdings
Texas
– -$200K -9,410 Closed
PHK
240
Point72 Hong Kong
Hong Kong
– -$188K -8,850 Closed
ACM
241
Aquatic Capital Management
Illinois
– -$149K -7,000 Closed
EMG
242
ETF Managers Group
New Jersey
– -$134K -6,300 Closed
Belvedere Trading
243
Belvedere Trading
Illinois
– -$147K -5,470 Closed
Macquarie Group
244
Macquarie Group
Australia
– -$76K -2,370 Closed
WT
245
Washington Trust
Rhode Island
– -$31K -1,440 Closed
CLOS
246
Compagnie Lombard Odier SCmA
Switzerland
– -$21K -1,000 Closed
RA
247
Rational Advisors
New York
– -$21K -970 Closed
AAP
248
Arax Advisory Partners
Colorado
– -$5K -240 Closed
PWC
249
PYA Waltman Capital
Tennessee
– -$3K -150 Closed
TSWM
250
Tyler-Stone Wealth Management
Ohio
– -$3K -150 Closed
7 8 9
10
11