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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 %
CPL
276
CAP Partners LLC
Tennessee
$3.4M +$1.13M +3,906 +50%
CIBC World Market
277
CIBC World Market
Ontario, Canada
$3.4M +$160K +551 +5%
AWM
278
Apollon Wealth Management
South Carolina
$3.39M -$2.23M -7,686 -40%
ACMH
279
Andar Capital Management (HK)
Hong Kong
$3.39M -$3.85M -13,300 -53%
BBVA
280
Banco Bilbao Vizcaya Argentaria
Spain
$3.37M -$1.03M -3,323 -23%
TC
281
TwinBeech Capital
New York
$3.37M +$3.37M +11,637 New
Cerity Partners
282
Cerity Partners
New York
$3.31M +$1.57M +5,573 +90%
CPIG
283
Chicago Partners Investment Group
Illinois
$3.14M +$367K +1,106 +13%
OC
284
Oppenheimer & Co
New York
$3.13M +$2.72M +9,390 +665%
EP
285
Edgestream Partners
New Jersey
$3.13M +$1.95M +6,719 +165%
HFM
286
Harvest Fund Management
China
$3.12M +$2.99M +10,314 +2,262%
DWM
287
Dakota Wealth Management
Florida
$3.02M -$10.3M -35,705 -77%
PFS
288
Prospera Financial Services
Texas
$3M +$839K +2,896 +39%
EAM
289
Erste Asset Management
Austria
$2.97M +$2.97M +9,000 New
Manulife (Manufacturers Life Insurance)
290
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.95M +$549K +1,897 +23%
CA
291
Cullinan Associates
Kentucky
$2.9M +$1.45M +5,000 +100%
CAM
292
Campion Asset Management
Virginia
$2.88M – – –
EAM
293
Eschler Asset Management
United Kingdom
$2.82M -$14.6M -50,250 -84%
AWM
294
Avior Wealth Management
Nebraska
$2.81M +$246K +850 +10%
MIM
295
MTM Investment Management
South Carolina
$2.78M -$68.4K -236 -2%
XT
296
XTX Topco
Cayman Islands
$2.77M -$1.57M -5,430 -36%
HIS
297
Harvest Investment Services
Illinois
$2.77M +$547K +1,887 +25%
HI
298
Harbour Investments
Wisconsin
$2.75M +$480K +1,657 +21%
APG Asset Management
299
APG Asset Management
Netherlands
$2.73M +$265K +947 +11%
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$2.72M +$1.63M +5,644 +151%
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