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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 %
GEA
326
Glen Eagle Advisors
New Jersey
$12K – – –
HIIFS
327
Harel Insurance Investments & Financial Services
Israel
$11K +$11K +170 New
OLVIG
328
Oliver Lagore Vanvalin Investment Group
Michigan
$10.1K – – –
SFFS
329
Stonehage Fleming Financial Services
Jersey
$10.1K -$10.1K -160 -50%
UB
330
UMB Bank
Missouri
$9.47K – – –
HCM
331
Hollencrest Capital Management
California
$9.47K +$9.47K +150 New
VL
332
Vima LLC
Michigan
$8.84K +$8.84K +140 New
Mitsubishi UFJ Asset Management
333
Mitsubishi UFJ Asset Management
Japan
$8.84K – – –
GI
334
GAMMA Investing
California
$8.52K +$8.52K +170 New
FWA
335
FSC Wealth Advisors
New York
$8.21K – – –
BFEC
336
Benjamin F. Edwards & Company
Missouri
$8K – – –
CFO
337
CVA Family Office
Colorado
$6.95K +$6.95K +110 New
SFA
338
Semmax Financial Advisors
North Carolina
$6.86K – – –
AAG
339
Armstrong Advisory Group
Massachusetts
$6.32K – – –
AWM
340
AllSquare Wealth Management
New York
$6.32K – – –
BCMLT
341
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.24K – – –
FFA
342
Farther Finance Advisors
California
$5.69K +$3.79K +60 +200%
FFO
343
Fortitude Family Office
Arizona
$5.69K +$5.69K +90 New
AF
344
Allworth Financial
California
$5.05K -$17.1K -270 -77%
CFD
345
Creative Financial Designs
Indiana
$3.79K – – –
RA
346
Rise Advisors
New York
$3.79K – – –
CIA
347
Cape Investment Advisory
Georgia
$3.79K – – –
TCM
348
Tradewinds Capital Management
Washington
$3.16K +$3.16K +50 New
IFAM
349
Institutional & Family Asset Management
Colorado
$3.16K – – –
BTI
350
Blue Trust Inc
Georgia
$3K +$857 +20 +40%
12 13
14
15 16