MSTR icon

Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

292 hedge funds and large institutions have $2.29B invested in Strategy Inc Common Stock Class A in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+25
Holders Change %
+9.36%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
52
Increased
118
Reduced
69
Closed
26
Calls
$847M
Puts
$1.37B
Net Calls
-$525M
Net Calls Change
+$35.4M

Top Buyers

1
SCM
Shaolin Capital Management
Florida
+$34.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$33.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.3M
4
UBS Group
UBS Group
Switzerland
+$9.47M
5
BlackRock
BlackRock
New York
+$8.9M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
-$49.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$38M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$16.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.1M
5
Group One Trading
Group One Trading
Illinois
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
251
Central Bank & Trust
Kentucky
$9.85K – – –
CSPIA
252
Cary Street Partners Investment Advisory
Virginia
$9.85K +$985 +30 +11%
SPIA
253
Steward Partners Investment Advisory
New York
$8.54K +$6.89K +210 +420%
TFM
254
TFC Financial Management
Massachusetts
$8.21K +$8.21K +250 New
TFGT
255
TS Financial Group (TSFG)
Illinois
$8K – – –
C
256
Covestor
United Kingdom
$7K -$5.67K -170 -45%
MHR
257
Matthew Hamilton Rosenberg
$6.89K – – –
LC
258
Lindbrook Capital
California
$6.57K +$2.3K +70 +54%
JFG
259
Jefferies Financial Group
New York
$6.57K +$6.57K +200 New
BCMLT
260
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.51K – – –
GEA
261
Glen Eagle Advisors
New Jersey
$6.24K – – –
OLVIG
262
Oliver Lagore Vanvalin Investment Group
Michigan
$5.25K – – –
SFA
263
Semmax Financial Advisors
North Carolina
$5.05K +$5.05K +100 New
UB
264
UMB Bank
Missouri
$4.92K +$4.92K +150 New
Mitsubishi UFJ Asset Management
265
Mitsubishi UFJ Asset Management
Japan
$4.6K +$4.6K +140 New
FWA
266
FSC Wealth Advisors
New York
$4.27K – – –
HFM
267
Harvest Fund Management
China
$4K – – –
BFEC
268
Benjamin F. Edwards & Company
Missouri
$4K +$3.39K +110 +550%
BCH
269
Berkshire Capital Holdings
California
$3.28K -$7.2M -219,400 -100%
AAG
270
Armstrong Advisory Group
Massachusetts
$3.28K – – –
AWM
271
AllSquare Wealth Management
New York
$3.28K – – –
BTI
272
Blue Trust Inc
Georgia
$2K – – –
CIA
273
Cape Investment Advisory
Georgia
$1.97K – – –
CFD
274
Creative Financial Designs
Indiana
$1.97K +$1.97K +60 New
RA
275
Rise Advisors
New York
$1.97K +$1.97K +60 New
9 10
11
12 13