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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 %
AF
276
Advisornet Financial
Minnesota
$1.64K – – –
IFAM
277
Institutional & Family Asset Management
Colorado
$1.64K – – –
AWM
278
Avior Wealth Management
Nebraska
$1.31K -$4.27K -130 -76%
HCP
279
Hexagon Capital Partners
Arkansas
$1.31K -$1.64K -50 -56%
Bessemer Group
280
Bessemer Group
New Jersey
$1K – – –
VCM
281
Versant Capital Management
Arizona
$985 -$328 -10 -25%
FFA
282
Farther Finance Advisors
California
$985 – – –
HNB
283
Huntington National Bank
Ohio
$985 +$985 +30 New
PWMG
284
Provence Wealth Management Group
California
$985 +$985 +30 New
HI
285
Harbour Investments
Wisconsin
$657 – – –
BWP
286
Baldwin Wealth Partners
Massachusetts
$657 – – –
HWA
287
HHM Wealth Advisors
Tennessee
$657 – – –
CCP
288
Carmel Capital Partners
California
$657 +$657 +20 New
GI
289
Gradient Investments
Minnesota
$328 – – –
GCS
290
Gordian Capital (Singapore)
Singapore
$328 – – –
EWA
291
EverSource Wealth Advisors
Alabama
$82 -$86 – –
CSS
292
Cubist Systematic Strategies
Connecticut
– -$2.91M -84,930 Closed
SEC
293
Seven Eight Capital
New York
– -$2.37M -69,240 Closed
QIM
294
Quantitative Investment Management
Virginia
– -$2.34M -68,220 Closed
UOC
295
UBS O'Connor
Illinois
– -$1.2M -35,050 Closed
UCFA
296
United Capital Financial Advisors
Texas
– -$1.08M -31,500 Closed
ZIM
297
Zacks Investment Management
Illinois
– -$1.05M -30,730 Closed
YIH
298
Y-Intercept (HK)
Hong Kong
– -$900K -26,280 Closed
Point72 Asset Management
299
Point72 Asset Management
Connecticut
– -$864K -25,240 Closed
CM
300
Capula Management
Cayman Islands
– -$671K -19,600 Closed
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