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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

1,140 hedge funds and large institutions have $55.2B invested in Strategy Inc Common Stock Class A in 2025 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 513 increasing their positions, 260 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+148
Holders Change %
+14.92%
% of All Funds
15.29%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.59%
New
232
Increased
513
Reduced
260
Closed
71
Calls
$30.1B
Puts
$38.4B
Net Calls
-$8.23B
Net Calls Change
-$3.27B

Top Buyers

1
CS
Clear Street
New York
$2.41B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.27B
3
Morgan Stanley
Morgan Stanley
New York
$3.72B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$834M
5
Amundi
Amundi
France
$718M

Top Sellers

1
CSD
Clear Street Derivatives
New York
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.49B
3
Citadel Advisors
Citadel Advisors
Florida
$5.13M
4
CM
Capula Management
Cayman Islands
$229K
5
UBS Group
UBS Group
Switzerland
$620M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
251
Quantinno Capital Management
New York
$7.18M +$3.06M +7,573 +74%
RIA
252
Realta Investment Advisors
Delaware
$7.17M +$5.66K +14 +0.1%
AIM
253
Achmea Investment Management
Netherlands
$7.17M +$6.8M +16,824 +1,867%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$7.01M +$3.33M +8,231 +90%
BSCCG
255
Blue Sky Capital Consultants Group
California
$6.97M +$3.55M +8,780 +104%
KPWS
256
Kestra Private Wealth Services
Texas
$6.92M +$1.83M +4,516 +36%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$6.73M -$413K -1,022 -6%
SAM
258
Secure Asset Management
Michigan
$6.56M +$703K +1,738 +12%
Janus Henderson Group
259
Janus Henderson Group
United Kingdom
$6.52M -$274K -678 -4%
BHWM
260
Beaird Harris Wealth Management
Texas
$6.38M +$673K +1,665 +12%
RG
261
Rathbones Group
United Kingdom
$6.25M +$160K +395 +3%
US Bancorp
262
US Bancorp
Minnesota
$6.22M +$934K +2,310 +18%
MVP
263
Miller Value Partners
Florida
$6.16M – – –
BCM
264
Brookstone Capital Management
Illinois
$6.1M +$220K +545 +4%
PP
265
Prudential plc
United Kingdom
$6.1M +$2.79M +6,892 +84%
AA
266
Argent Advisors
Louisiana
$6.06M +$1.62M +4,000 +36%
KAS
267
KPP Advisory Services
Kentucky
$6.03M +$72.4K +179 +1%
KRS
268
Kentucky Retirement Systems
Kentucky
$5.99M -$392K -970 -6%
CGPCS
269
Capital Group Private Client Services
California
$5.97M -$30.7K -76 -0.5%
HFM
270
Harvest Fund Management
China
$5.82M -$246K -608 -4%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$5.73M -$5.66K -14 -0.1%
M&T Bank
272
M&T Bank
New York
$5.72M +$838K +2,072 +17%
SPIA
273
Steward Partners Investment Advisory
New York
$5.55M +$1.55M +3,846 +39%
TPA
274
Trivium Point Advisory
Connecticut
$5.52M +$400K +990 +8%
GRP
275
Global Retirement Partners
California
$5.51M +$5.51M +13,633 New
9 10
11
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