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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

267 hedge funds and large institutions have $4.23B invested in Strategy Inc Common Stock Class A in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 85 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
42
Increased
107
Reduced
85
Closed
58
Calls
$1.75B
Puts
$1.49B
Net Calls
+$265M
Net Calls Change
-$273M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$633M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$174M
3
Capital World Investors
3
Capital World Investors
California
$83.7M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$36M
5
Goldman Sachs
5
Goldman Sachs
New York
$55.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.27M
2
SCM
2
Steadview Capital Management
United Kingdom
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.05M
4
Norges Bank
4
Norges Bank
Norway
$41.1M
5
Group One Trading
5
Group One Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
301
Apollon Wealth Management
South Carolina
– -$272K -4,000 Closed
OFG
302
Oxford Financial Group
Indiana
– -$268K -3,950 Closed
GT
303
Greenleaf Trust
Michigan
– -$213K -3,140 Closed
CAN
304
Cetera Advisor Networks
California
– -$212K -3,120 Closed
YIH
305
Y-Intercept (HK)
Hong Kong
– -$203K -3,110 Closed
FAIM
306
Financial Advocates Investment Management
Washington
– -$204K -3,000 Closed
RG
307
Rathbones Group
United Kingdom
– -$204K -3,000 Closed
CI
308
Cigna Investments
Connecticut
– -$200K -2,950 Closed
LF
309
Lee Financial
Texas
– -$170K -2,510 Closed
GAM
310
Grandview Asset Management
Pennsylvania
– -$136K -2,000 Closed
SFS
311
Sowell Financial Services
Arkansas
– -$116K -1,910 Closed
NG
312
NWK Group
California
– -$81K -1,200 Closed
WAP
313
Wealthcare Advisory Partners
Pennsylvania
– -$71K -1,050 Closed
AWC
314
Abundance Wealth Counselors
Pennsylvania
– -$48K -700 Closed
GFP
315
Gryphon Financial Partners
Ohio
– -$38K -560 Closed
CLOS
316
Compagnie Lombard Odier SCmA
Switzerland
– -$34K -500 Closed
TCWM
317
Total Clarity Wealth Management
Illinois
– -$27K -400 Closed
SFSIG
318
San Francisco Sentry Investment Group
California
– -$22K -320 Closed
MC
319
Maverick Capital
Texas
– -$16K -230 Closed
TWA
320
TCI Wealth Advisors
Arizona
– -$8K -120 Closed
QCG
321
Quadrant Capital Group
Ohio
– -$5K -80 Closed
MF
322
Manchester Financial
California
– -$3K -50 Closed
VFA
323
Valeo Financial Advisors
Indiana
– -$3K -50 Closed
GI
324
Gradient Investments
Minnesota
– -$2K -30 Closed
WCM
325
Wealthcare Capital Management
Virginia
– -$1K -20 Closed
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