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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

265 hedge funds and large institutions have $3B invested in Strategy Inc Common Stock Class A in 2022 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 95 increasing their positions, 81 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
-22
Holders Change %
-7.67%
% of All Funds
4.19%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
43
Increased
95
Reduced
81
Closed
61
Calls
$935M
Puts
$1.22B
Net Calls
-$286M
Net Calls Change
-$1.56B

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$432M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$42M
3
BlackRock
3
BlackRock
New York
$329M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$110M
5
Capital International Investors
5
Capital International Investors
California
$672M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$173M
2
Group One Trading
2
Group One Trading
Illinois
$0
3
CTC (Chicago Trading Company)
3
CTC (Chicago Trading Company)
Illinois
$13M
4
Jane Street
4
Jane Street
New York
$11.8M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$6.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPWM
251
Western Pacific Wealth Management
Illinois
$2K – – –
IFAM
252
Institutional & Family Asset Management
Colorado
$2K – – –
PO
253
Private Ocean
California
$2K +$800 +20 +67%
AIM
254
Anchor Investment Management
South Carolina
$1.46K – – –
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$1.46K – – –
AWM
256
Avior Wealth Management
Nebraska
$1K -$1.25K -50 -56%
ARMC
257
American Research & Management Company
Massachusetts
$1K – – –
Bessemer Group
258
Bessemer Group
New Jersey
$1K – – –
Federated Hermes
259
Federated Hermes
Pennsylvania
$1K – – –
VCM
260
Versant Capital Management
Arizona
$1K – – –
RA
261
Rise Advisors
New York
$1K – – –
JWA
262
JFS Wealth Advisors
Pennsylvania
$1K +$1K +20 New
LC
263
Lindbrook Capital
California
$1K +$1K +20 New
Macquarie Group
264
Macquarie Group
Australia
$115 -$52 -1,070 -31%
Group One Trading
265
Group One Trading
Illinois
– -$37.6M -690,390 Closed
CI Investments Inc
266
CI Investments Inc
Ontario, Canada
– -$13.8M -252,950 Closed
E
267
Ergoteles
New York
– -$8.31M -152,570 Closed
KHCM
268
Kettle Hill Capital Management
New York
– -$6.99M -128,430 Closed
YRHAM
269
Yong Rong (HK) Asset Management
Hong Kong
– -$5.45M -100,000 Closed
Squarepoint
270
Squarepoint
New York
– -$2.69M -49,310 Closed
FSA
271
Financial Sense Advisors
California
– -$2.61M -47,950 Closed
LJCM
272
Lee Johnson Capital Management
Texas
– -$1.52M -27,850 Closed
KBC Group
273
KBC Group
Belgium
– -$1.45M -26,710 Closed
BAM
274
Blueshift Asset Management
New Jersey
– -$1.38M -25,390 Closed
Dimensional Fund Advisors
275
Dimensional Fund Advisors
Texas
– -$1.14M -20,910 Closed
9 10
11
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