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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

367 hedge funds and large institutions have $5.52B invested in Strategy Inc Common Stock Class A in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 152 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
5.38%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
101
Increased
152
Reduced
51
Closed
24
Calls
$2.18B
Puts
$3.47B
Net Calls
-$1.29B
Net Calls Change
-$768M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$761M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$181M
3
BlackRock
BlackRock
New York
$646M
4
Norges Bank
Norges Bank
Norway
$71M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$49.2M

Top Sellers

1
GH
GAM Holding
Switzerland
$9.15M
2
Simplex Trading
Simplex Trading
Illinois
$4.19M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.99M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
301
Impact Partnership Wealth
Georgia
$47.4K -$107K -1,690 -69%
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.6K – – –
S
303
SignatureFD
Georgia
$39.8K +$18.3K +290 +85%
HI
304
Harbour Investments
Wisconsin
$36.6K +$35.4K +560 +2,800%
CAL
305
Capital Advisors Ltd
Ohio
$34K +$1.89K +30 +6%
HFM
306
Harvest Fund Management
China
$33K +$24.9K +400 +308%
Pacer Advisors
307
Pacer Advisors
Pennsylvania
$32.8K +$6.95K +110 +27%
FMP
308
Financial Management Professionals
Texas
$32K +$12.8K +200 +67%
PS
309
Principal Securities
Iowa
$30.9K +$30.9K +490 New
LFG
310
Larson Financial Group
Missouri
$29.7K – – –
MIFH
311
Migdal Insurance & Financial Holdings
Israel
$27K +$1.35K +20 +5%
AP
312
Advisors Preferred
Maryland
$24K +$24K +350 New
TWM
313
Tradition Wealth Management
Minnesota
$23K – – –
LC
314
Lindbrook Capital
California
$22.7K +$10.1K +160 +80%
HWM
315
HighMark Wealth Management
Minnesota
$21.5K +$2.53K +40 +13%
AA
316
Ancora Advisors
Ohio
$19.6K – – –
NSIM
317
North Star Investment Management
Illinois
$18.9K +$18.9K +300 New
Northwestern Mutual Wealth Management
318
Northwestern Mutual Wealth Management
Wisconsin
$18.9K -$71.4K -1,130 -79%
CBT
319
Central Bank & Trust
Kentucky
$18.9K – – –
FWM
320
FSA Wealth Management
Massachusetts
$18K +$18K +290 New
TFM
321
TFC Financial Management
Massachusetts
$15.8K – – –
TFGT
322
TS Financial Group (TSFG)
Illinois
$15K – – –
C
323
Covestor
United Kingdom
$14K – – –
MHR
324
Matthew Hamilton Rosenberg
$13.3K – – –
FG
325
Fairman Group
Pennsylvania
$12.6K +$12.6K +200 New
11 12
13
14 15