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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 %
WWM
301
Western Wealth Management
Colorado
$2.7M +$336K +1,161 +14%
SCM
302
Sterling Capital Management
North Carolina
$2.7M +$1.03M +3,561 +62%
BHWM
303
Beaird Harris Wealth Management
Texas
$2.69M +$1.35M +4,660 +100%
SIG
304
Senator Investment Group
New York
$2.69M +$2.69M +9,300 New
FAM
305
Fred Alger Management
New York
$2.69M +$2.69M +9,288 New
TIA
306
Traphagen Investment Advisors
New Jersey
$2.64M +$441K +1,521 +20%
MSRPS
307
Maryland State Retirement & Pension System
Maryland
$2.6M +$8.69K +30 +0.3%
URS
308
Utah Retirement Systems
Utah
$2.58M +$145K +500 +6%
FDCDDQ
309
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.54M +$488K +1,685 +24%
KPWS
310
Kestra Private Wealth Services
Texas
$2.53M +$1.04M +3,590 +70%
AB
311
Amalgamated Bank
New York
$2.52M +$97.3K +336 +4%
WS
312
Wedbush Securities
California
$2.51M +$269K +928 +12%
HVCM
313
Hel Ved Capital Management
Hong Kong
$2.5M +$2.5M +8,615 New
VWA
314
Visionary Wealth Advisors
Illinois
$2.48M +$681K +2,351 +38%
SG
315
StoneX Group
New York
$2.48M +$2.48M +8,551 New
AA
316
Argent Advisors
Louisiana
$2.46M +$2.46M +8,500 New
PAS
317
Park Avenue Securities
New York
$2.45M +$443K +1,528 +22%
LIS
318
Legacy Investment Solutions
Idaho
$2.44M +$2.44M +7,464 New
LWMI
319
Legacy Wealth Management (Idaho)
Idaho
$2.44M +$2.44M +7,464 New
T2I
320
Turim 21 Investimentos
Brazil
$2.42M -$117K -350 -5%
SWA
321
Stratos Wealth Advisors
Ohio
$2.42M -$946K -3,265 -28%
EMCIP
322
Ewing Morris & Co Investment Partners
Ontario, Canada
$2.34M +$2.34M +8,082 New
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$2.33M +$950K +3,279 +69%
IIM
324
INTECH Investment Management
Florida
$2.32M +$233K +804 +11%
AWM
325
AE Wealth Management
Kansas
$2.31M +$1.64M +5,664 +246%
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