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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

367 hedge funds and large institutions have $5.52B invested in Strategy Inc Common Stock Class A in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 152 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
5.38%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
101
Increased
152
Reduced
51
Closed
24
Calls
$2.18B
Puts
$3.47B
Net Calls
-$1.29B
Net Calls Change
-$768M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$569M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$117M
3
BlackRock
BlackRock
New York
+$73.7M
4
Norges Bank
Norges Bank
Norway
+$59.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$44.7M

Top Sellers

1
GH
GAM Holding
Switzerland
-$19.7M
2
Simplex Trading
Simplex Trading
Illinois
-$18.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$11.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
226
Inspire Investing
Idaho
$393K -$207K -3,280 -35%
LNC
227
Lincoln National Corp
Pennsylvania
$386K – – –
Qube Research & Technologies (QRT)
228
Qube Research & Technologies (QRT)
United Kingdom
$384K -$10.1M -159,380 -96%
BPA
229
Beacon Pointe Advisors
California
$379K +$379K +6,000 New
BBVA
230
Banco Bilbao Vizcaya Argentaria
Spain
$376K +$376K +5,960 New
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$369K +$369K +5,840 New
VF
232
VitalStone Financial
Texas
$364K +$220K +3,480 +153%
SC
233
Savant Capital
Illinois
$337K +$337K +5,330 New
SIAP
234
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$337K +$337K +5,330 New
FAIM
235
Financial Advocates Investment Management
Washington
$335K -$71.4K -1,130 -18%
FCM
236
Family Capital Management
Michigan
$330K +$330K +5,220 New
TWM
237
Trevian Wealth Management
Massachusetts
$316K +$316K +5,000 New
HH
238
Hilltop Holdings
Texas
$316K +$316K +5,000 New
SCA
239
Sassicaia Capital Advisers
New York
$316K +$316K +5,000 New
Nisa Investment Advisors
240
Nisa Investment Advisors
Missouri
$315K -$632 -10 -0.2%
VPIM
241
Vanguard Personalized Indexing Management
California
$315K +$315K +4,980 New
Pathstone Holdings
242
Pathstone Holdings
New Jersey
$313K +$313K +4,960 New
Capstone Investment Advisors
243
Capstone Investment Advisors
New York
$309K +$62.5K +990 +25%
ACM
244
Alpha Capital Management
Texas
$304K +$304K +4,810 New
UCMOK
245
United Capital Management of KS
Kansas
$299K +$299K +4,730 New
LSAG
246
Lake Street Advisors Group
New Hampshire
$299K +$299K +4,730 New
GC
247
Guggenheim Capital
Illinois
$293K +$293K +4,640 New
LPAM
248
Lodestar Private Asset Management
California
$289K +$289K +4,570 New
SWP
249
Summit Wealth Partners
Florida
$286K +$286K +4,530 New
WWM
250
Western Wealth Management
Colorado
$283K +$283K +4,480 New
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10
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