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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

283 hedge funds and large institutions have $3.28B invested in Strategy Inc Common Stock Class A in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 85 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+16
Holders Change %
+5.99%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
57
Increased
85
Reduced
101
Closed
39
Calls
$1.71B
Puts
$1.25B
Net Calls
+$463M
Net Calls Change
+$198M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$91.1M
2
Millennium Management
Millennium Management
New York
$68.1M
3
Blackstone Inc
Blackstone Inc
New York
$57.8M
4
Capital International Investors
Capital International Investors
California
$608M
5
Two Sigma Investments
Two Sigma Investments
New York
$40.6M

Top Sellers

1
BlackRock
BlackRock
New York
$322M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$5.83M
3
Vanguard Group
Vanguard Group
Pennsylvania
$359M
4
State Street
State Street
Massachusetts
$93.2M
5
First Trust Advisors
First Trust Advisors
Illinois
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
251
Reilly Financial Advisors
California
$13K +$13K +220 New
TFGT
252
TS Financial Group (TSFG)
Illinois
$13K +$13K +230 New
MAM
253
Meeder Asset Management
Ohio
$10K -$124K -2,230 -93%
Fidelity Investments
254
Fidelity Investments
Massachusetts
$10K -$625 -10 -6%
FPS
255
Fieldpoint Private Securities
Connecticut
$10K +$4.44K +80 +80%
QCG
256
Quadrant Capital Group
Ohio
$10K +$10K +170 New
CFA
257
Carroll Financial Associates
North Carolina
$9K – – –
SFFS
258
Stonehage Fleming Financial Services
Jersey
$9K – – –
RA
259
Rational Advisors
New York
$9K +$9K +160 New
HFM
260
Harvest Fund Management
China
$7K – – –
KIG
261
Kowal Investment Group
Wisconsin
$7K +$7K +120 New
TFO
262
Tarbox Family Office
California
$6K – – –
FMP
263
Financial Management Professionals
Texas
$6K – – –
AF
264
Allworth Financial
California
$6K +$6K +100 New
IWA
265
IBEX Wealth Advisors
New Jersey
$6K +$6K +100 New
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6K +100 New
RG
267
Retirement Group
California
$6K +$6K +100 New
HWMA
268
Heritage Wealth Management (Arizona)
Arizona
$5K -$61.9K -990 -93%
SWM
269
Spire Wealth Management
Virginia
$4K – – –
AWM
270
Activest Wealth Management
Florida
$3K – – –
GKWIM
271
Gerber Kawasaki Wealth & Investment Management
California
$3K +$3K +30 New
VCM
272
Versant Capital Management
Arizona
$2K – – –
WWM
273
Wolff Wiese Magana
California
$2K – – –
TCM
274
Tradewinds Capital Management
Washington
$2K – – –
HNB
275
Huntington National Bank
Ohio
$2K +$2K +30 New
9 10
11
12 13