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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

974 hedge funds and large institutions have $31.1B invested in Strategy Inc Common Stock Class A in 2024 Q4 according to their latest regulatory filings, with 393 funds opening new positions, 359 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
+324
Holders Change %
+49.85%
% of All Funds
12.96%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.52%
New
393
Increased
359
Reduced
187
Closed
60
Calls
$23.2B
Puts
$31.6B
Net Calls
-$8.42B
Net Calls Change
-$4.28B

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.17B
2
CF
Cantor Fitzgerald
New York
+$1.04B
3
CSD
Clear Street Derivatives
New York
+$800M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$774M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$520M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.41B
2
Morgan Stanley
Morgan Stanley
New York
-$1.26B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$492M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$333M
5
Bank of America
Bank of America
North Carolina
-$94.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
251
Pacer Advisors
Pennsylvania
$3.89M +$2.97M +10,262 +323%
GSWM
252
Golden State Wealth Management
California
$3.89M +$3.89M +13,441 New
BCM
253
Brookstone Capital Management
Illinois
$3.89M +$957K +3,303 +33%
LSERS
254
Louisiana State Employees Retirement System
Louisiana
$3.88M +$3.88M +13,400 New
JFG
255
Jefferies Financial Group
New York
$3.86M +$3.86M +13,319 New
Janus Henderson Group
256
Janus Henderson Group
United Kingdom
$3.82M +$435K +1,500 +13%
TPA
257
Trivium Point Advisory
Connecticut
$3.82M +$2.61K +9 +0.1%
SWM
258
Spire Wealth Management
Virginia
$3.82M -$853K -2,946 -18%
CF
259
Corebridge Financial
Texas
$3.81M +$3.44M +11,882 +927%
TAF
260
Tredje AP-fonden
Sweden
$3.81M -$3.81M -13,150 -50%
Allianz Asset Management
261
Allianz Asset Management
Germany
$3.8M +$2.89M +9,963 +314%
Schroder Investment Management Group
262
Schroder Investment Management Group
United Kingdom
$3.78M +$312K +1,030 +9%
Thrivent Financial for Lutherans
263
Thrivent Financial for Lutherans
Minnesota
$3.69M +$2M +6,384 +118%
Capstone Investment Advisors
264
Capstone Investment Advisors
New York
$3.65M -$2.43M -8,380 -40%
M&T Bank
265
M&T Bank
New York
$3.62M +$297K +1,026 +9%
CWM
266
CIBC World Markets
New York
$3.57M +$911K +3,145 +34%
FAIM
267
Financial Advocates Investment Management
Washington
$3.57M -$177K -611 -5%
NIM
268
NEOS Investment Management
Connecticut
$3.54M +$3.54M +12,224 New
SWP
269
Stratos Wealth Partners
Ohio
$3.54M -$503K -1,737 -12%
AAS
270
Ameritas Advisory Services
Nebraska
$3.51M +$2.74M +9,452 +353%
CS
271
Candriam SCA
Luxembourg
$3.49M +$1.03M +3,573 +42%
SEI Investments
272
SEI Investments
Pennsylvania
$3.47M +$978K +3,376 +39%
DS
273
DRW Securities
Illinois
$3.44M +$2.1M +7,244 +156%
VPIM
274
Vanguard Personalized Indexing Management
California
$3.44M +$752K +2,598 +28%
US Bancorp
275
US Bancorp
Minnesota
$3.43M +$2.2M +7,582 +178%
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