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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

367 hedge funds and large institutions have $5.52B invested in Strategy Inc Common Stock Class A in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 152 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
5.38%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
101
Increased
152
Reduced
51
Closed
24
Calls
$2.18B
Puts
$3.47B
Net Calls
-$1.29B
Net Calls Change
-$768M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$569M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$117M
3
BlackRock
BlackRock
New York
+$73.7M
4
Norges Bank
Norges Bank
Norway
+$59.6M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$44.7M

Top Sellers

1
GH
GAM Holding
Switzerland
-$19.7M
2
Simplex Trading
Simplex Trading
Illinois
-$18.2M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.6M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$11.6M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
251
Envestnet Asset Management
Illinois
$282K +$282K +4,470 New
LSA
252
Lion Street Advisors
Texas
$277K -$207K -3,270 -43%
PA
253
Procyon Advisors
Connecticut
$275K +$275K +4,360 New
SS
254
Simplicity Solutions
Minnesota
$269K +$269K +4,260 New
BFG
255
Bleakley Financial Group
New Jersey
$269K +$269K +4,260 New
SEI Investments
256
SEI Investments
Pennsylvania
$267K +$267K +4,220 New
CMP
257
Coston McIsaac & Partners
Maine
$265K +$265K +4,200 New
HIC
258
Hartline Investment Corp
Illinois
$261K +$261K +4,140 New
HAG
259
HighPoint Advisor Group
Illinois
$260K +$260K +1,400 New
CI Investments Inc
260
CI Investments Inc
Ontario, Canada
$260K +$196K +3,110 +308%
WAM
261
Wolverine Asset Management
Illinois
$253K +$253K +4,000 New
CAM
262
Close Asset Management
United Kingdom
$252K +$26.5K +420 +12%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$250K +$17K +270 +7%
GIA
264
Gladstone Institutional Advisory
Florida
$239K -$147K -2,320 -38%
AWE
265
Avidian Wealth Enterprises
Texas
$236K +$236K +3,740 New
BC
266
BIT Capital
Germany
$230K -$4.78M -75,640 -95%
SIG
267
Stonegate Investment Group
Alabama
$227K +$227K +3,600 New
BCM
268
Brookstone Capital Management
Illinois
$216K +$216K +3,420 New
RCA
269
Riverview Capital Advisers
Massachusetts
$210K +$210K +3,330 New
T2I
270
Turim 21 Investimentos
Brazil
$210K +$188K +2,980 +851%
BB
271
Berkshire Bank
Massachusetts
$208K +$208K +3,300 New
WAP
272
Wealthcare Advisory Partners
Pennsylvania
$207K +$207K +3,280 New
FFA
273
First Foundation Advisors
California
$205K +$205K +3,250 New
PCM
274
Prelude Capital Management
New York
$202K +$202K +3,200 New
KI
275
Kapitalo Investimentos
Brazil
$197K +$40.4K +640 +26%
9 10
11
12 13