MSTR icon

Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

267 hedge funds and large institutions have $2.37B invested in Strategy Inc Common Stock Class A in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+18
Holders Change %
+7.23%
% of All Funds
4.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
46
Increased
99
Reduced
63
Closed
27
Calls
$809M
Puts
$1.37B
Net Calls
-$561M
Net Calls Change
-$50.6M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$74.7M
2
BlackRock
2
BlackRock
New York
$301M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$60.8M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$24.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$351M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$134M
2
Capital World Investors
2
Capital World Investors
California
$24M
3
EC
3
Eminence Capital
New York
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$1.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
226
Financial Management Professionals
Texas
$10K – – –
CSPIA
227
Cary Street Partners Investment Advisory
Virginia
$9.25K – – –
PNC Financial Services Group
228
PNC Financial Services Group
Pennsylvania
$9.25K +$3.42K +100 +59%
SFFS
229
Stonehage Fleming Financial Services
Jersey
$8.87K +$8.87K +320 New
TFGT
230
TS Financial Group (TSFG)
Illinois
$8K – – –
GRP
231
Global Retirement Partners
California
$7.53K – – –
MHR
232
Matthew Hamilton Rosenberg
$7.19K – – –
Pacer Advisors
233
Pacer Advisors
Pennsylvania
$7.19K +$4.79K +140 +200%
GEA
234
Glen Eagle Advisors
New Jersey
$6.51K – – –
BCMLT
235
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.51K +$6.51K +190 New
RCM
236
Raleigh Capital Management
North Carolina
$6.16K +$6.16K +180 New
AWM
237
Avior Wealth Management
Nebraska
$5.82K +$4.45K +130 +325%
OLVIG
238
Oliver Lagore Vanvalin Investment Group
Michigan
$5.48K – – –
LC
239
Lindbrook Capital
California
$4.45K – – –
FWA
240
FSC Wealth Advisors
New York
$4.45K – – –
NC
241
NewSquare Capital
Pennsylvania
$4.11K – – –
HFM
242
Harvest Fund Management
China
$4K – – –
CFO
243
CVA Family Office
Colorado
$3.77K +$3.77K +110 New
AAG
244
Armstrong Advisory Group
Massachusetts
$3.43K – – –
HCP
245
Hexagon Capital Partners
Arkansas
$3.08K – – –
AWM
246
AllSquare Wealth Management
New York
$2.99K – – –
CIA
247
Cape Investment Advisory
Georgia
$2.06K – – –
AF
248
Advisornet Financial
Minnesota
$1.71K -$30.8K -900 -95%
IFAM
249
Institutional & Family Asset Management
Colorado
$1.71K – – –
SPIA
250
Steward Partners Investment Advisory
New York
$1.71K – – –
8 9
10
11 12