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Strategy Inc Common Stock Class A

650 hedge funds and large institutions have $15.4B invested in Strategy Inc Common Stock Class A in 2024 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 275 increasing their positions, 146 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+66
Holders Change %
+11.3%
% of All Funds
9.4%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.38%
New
134
Increased
275
Reduced
146
Closed
65
Calls
$8.26B
Puts
$12.4B
Net Calls
-$4.14B
Net Calls Change
-$486M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
301
Csenge Advisory Group
Florida
$961K -$680K -3,200 -41%
AF
302
Advisornet Financial
Minnesota
$941K -$62.4K -370 -6%
Marshall Wace
303
Marshall Wace
United Kingdom
$928K +$928K +5,503 New
MFG
304
Merit Financial Group
Georgia
$924K +$266K +1,580 +41%
SWM
305
SeaCrest Wealth Management
New York
$917K +$43.7K +259 +5%
Thrivent Financial for Lutherans
306
Thrivent Financial for Lutherans
Minnesota
$912K +$337K +2,000 +59%
EWS
307
Evergreen Wealth Solutions
Pennsylvania
$910K
CWP
308
Core Wealth Partners
California
$910K +$118K +700 +15%
OPS
309
Orion Portfolio Solutions
Nebraska
$903K +$513K +3,043 +132%
BCI
310
Brinker Capital Investments
Pennsylvania
$903K +$513K +3,043 +132%
SIAP
311
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$899K
HIC
312
Hartline Investment Corp
Illinois
$897K +$127K +752 +16%
SEC
313
Seven Eight Capital
New York
$881K -$4.4M -26,124 -83%
NL
314
NWAM LLC
Washington
$880K +$18.9K +112 +2%
IMCOOI
315
Investment Management Corp of Ontario (IMCO)
Canada
$877K +$371K +2,200 +73%
DADC
316
D.A. Davidson & Co
Montana
$874K +$27.8K +165 +3%
KPWS
317
Kestra Private Wealth Services
Texas
$868K -$439K -2,603 -34%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$858K -$3.88M -22,991 -82%
Franklin Resources
319
Franklin Resources
California
$857K -$7.44M -36,882 -90%
CA
320
Claro Advisors
Massachusetts
$853K -$6.74K -40 -0.8%
CW
321
CreativeOne Wealth
Kansas
$846K +$846K +5,020 New
SFA
322
Souders Financial Advisors
Ohio
$844K +$844K +5,006 New
SPIA
323
Steward Partners Investment Advisory
New York
$842K +$323K +1,914 +62%
PIA
324
Perennial Investment Advisors
California
$841K +$72.3K +429 +9%
CCC
325
Chesapeake Capital Corp
Florida
$834K +$198K +1,123 +31%