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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

992 hedge funds and large institutions have $34.8B invested in Strategy Inc Common Stock Class A in 2025 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 492 increasing their positions, 214 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
+18
Holders Change %
+1.85%
% of All Funds
13.48%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.5%
New
158
Increased
492
Reduced
214
Closed
116
Calls
$19.3B
Puts
$24.3B
Net Calls
-$4.95B
Net Calls Change
+$3.46B

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.93B
2
BlackRock
2
BlackRock
New York
$4.16B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$790M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.22B
5
Capital International Investors
5
Capital International Investors
California
$4.23B

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$53.7M
2
UBS Group
2
UBS Group
Switzerland
$629M
3
Jane Street
3
Jane Street
New York
$7.02M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$215M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
251
Beaird Harris Wealth Management
Texas
$4.07M +$1.39M +4,807 +52%
CII
252
Capital International Inc
California
$4.06M +$3.37M +11,704 +489%
AWS
253
Atria Wealth Solutions
New York
$4.03M -$524K -1,817 -12%
CS
254
Candriam SCA
Luxembourg
$3.97M +$493K +1,711 +14%
GWM
255
Geneos Wealth Management
Colorado
$3.92M +$2.26M +7,823 +135%
SP
256
SIH Partners
Delaware
$3.91M +$3.91M +13,560 New
T
257
TOBAM
France
$3.9M -$399K -1,384 -9%
AQR Capital Management
258
AQR Capital Management
Connecticut
$3.89M -$368K -1,311 -9%
Cerity Partners
259
Cerity Partners
New York
$3.83M +$446K +1,547 +13%
FAIM
260
Financial Advocates Investment Management
Washington
$3.79M +$236K +818 +7%
US Bancorp
261
US Bancorp
Minnesota
$3.77M +$357K +1,237 +10%
OC
262
Oppenheimer & Co
New York
$3.72M +$609K +2,112 +20%
TPA
263
Trivium Point Advisory
Connecticut
$3.65M -$155K -538 -4%
EH
264
Equitable Holdings
New York
$3.64M -$626K -2,171 -15%
KPWS
265
Kestra Private Wealth Services
Texas
$3.63M +$1.12M +3,871 +44%
Vontobel Holding
266
Vontobel Holding
Switzerland
$3.63M -$5.8M -20,129 -62%
CPL
267
CAP Partners LLC
Tennessee
$3.61M +$221K +765 +7%
AB
268
Amalgamated Bank
New York
$3.59M +$1.08M +3,747 +43%
AWM
269
Apollon Wealth Management
South Carolina
$3.58M +$203K +703 +6%
GIBU
270
Gulf International Bank (UK)
United Kingdom
$3.5M -$888K -3,080 -20%
SCM
271
Sterling Capital Management
North Carolina
$3.5M +$811K +2,814 +30%
SWP
272
Stratos Wealth Partners
Ohio
$3.48M -$38.3K -133 -1%
M&T Bank
273
M&T Bank
New York
$3.48M -$119K -414 -3%
Manulife (Manufacturers Life Insurance)
274
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.48M +$542K +1,881 +18%
Walleye Capital
275
Walleye Capital
New York
$3.42M +$1.78M +6,163 +108%
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