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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

974 hedge funds and large institutions have $31.1B invested in Strategy Inc Common Stock Class A in 2024 Q4 according to their latest regulatory filings, with 393 funds opening new positions, 359 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
+324
Holders Change %
+49.85%
% of All Funds
12.96%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.52%
New
393
Increased
359
Reduced
187
Closed
60
Calls
$23.2B
Puts
$31.6B
Net Calls
-$8.42B
Net Calls Change
-$4.28B

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.17B
2
CF
Cantor Fitzgerald
New York
+$1.04B
3
CSD
Clear Street Derivatives
New York
+$800M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$774M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$520M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.41B
2
Morgan Stanley
Morgan Stanley
New York
-$1.26B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$492M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$333M
5
Bank of America
Bank of America
North Carolina
-$94.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$4.6M +$434K +1,499 +10%
AWS
227
Atria Wealth Solutions
New York
$4.57M +$1.05M +3,626 +30%
AIM
228
Achmea Investment Management
Netherlands
$4.42M +$884K +3,053 +25%
MVP
229
Miller Value Partners
Florida
$4.42M -$10.1M -35,000 -70%
GIBU
230
Gulf International Bank (UK)
United Kingdom
$4.41M +$849K +2,931 +24%
CGPCS
231
Capital Group Private Client Services
California
$4.41M -$302K -1,042 -6%
SWM
232
Shepherd Wealth Management
Ohio
$4.4M +$4.4M +15,202 New
Nordea Investment Management
233
Nordea Investment Management
Sweden
$4.39M +$986K +3,255 +29%
William Blair & Company
234
William Blair & Company
Illinois
$4.39M +$731K +2,523 +20%
AQR Capital Management
235
AQR Capital Management
Connecticut
$4.39M +$1.87M +6,448 +74%
CG
236
Caprock Group
Idaho
$4.38M +$4.38M +15,128 New
RG
237
Rathbones Group
United Kingdom
$4.37M +$1.31M +4,511 +43%
T
238
TOBAM
France
$4.32M +$3.33M +11,489 +334%
GRP
239
Global Retirement Partners
California
$4.3M -$131K -452 -3%
EH
240
Equitable Holdings
New York
$4.29M +$3.19K +11 +0.1%
SAM
241
Secure Asset Management
Michigan
$4.27M -$498K -1,718 -10%
Pathstone Holdings
242
Pathstone Holdings
New Jersey
$4.11M +$920K +3,174 +29%
TAA
243
TB Alternative Assets
Cayman Islands
$4.08M -$26.9M -92,850 -87%
PWM
244
Perigon Wealth Management
California
$4.05M +$244K +665 +6%
Franklin Resources
245
Franklin Resources
California
$4.02M +$2.79M +9,643 +227%
ATN
246
AMF Tjänstepension
Sweden
$3.99M +$3.99M +13,790 New
PA
247
Profund Advisors
Maryland
$3.98M +$3.98M +13,729 New
XSC
248
X-Square Capital
Puerto Rico
$3.94M +$407K +1,405 +12%
D.E. Shaw & Co
249
D.E. Shaw & Co
New York
$3.91M +$3.91M +13,500 New
Mackenzie Financial
250
Mackenzie Financial
Ontario, Canada
$3.9M +$1.63M +5,639 +72%
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