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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.94B
2
Morgan Stanley
Morgan Stanley
New York
$1.62B
3
CSD
Clear Street Derivatives
New York
$220M
4
BlackRock
BlackRock
New York
$1.6B
5
Bank of America
Bank of America
North Carolina
$134M

Top Sellers

1
Jane Street
Jane Street
New York
$178M
2
Wolverine Trading
Wolverine Trading
Illinois
$4.68M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$464M
4
Citadel Advisors
Citadel Advisors
Florida
$37.8M
5
Millennium Management
Millennium Management
New York
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
UM
326
UniSuper Management
Australia
$829K +$55.1K +327 +7%
GLA
327
Great Lakes Advisors
Illinois
$825K +$10.5K +62 +1%
SFA
328
Sequoia Financial Advisors
Ohio
$817K +$318K +1,886 +64%
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$804K +$98K +581 +14%
VCP
330
Verus Capital Partners
Arizona
$803K +$123K +731 +18%
ACP
331
Aveo Capital Partners
Colorado
$800K +$800K +4,742 New
DS
332
DRW Securities
Illinois
$784K -$2.75M -16,301 -78%
BHWM
333
Beaird Harris Wealth Management
Texas
$782K +$133K +790 +21%
LSAG
334
Lake Street Advisors Group
New Hampshire
$777K +$777K +4,608 New
IMRF
335
Illinois Municipal Retirement Fund
Illinois
$764K – – –
Truist Financial
336
Truist Financial
North Carolina
$762K +$32K +190 +4%
SPC
337
Sigma Planning Corp
Michigan
$758K +$119K +708 +19%
OSAM
338
O'Shaughnessy Asset Management
Connecticut
$754K -$1.27M -6,300 -63%
CFCI
339
Comprehensive Financial Consultants Institutional
Indiana
$738K +$50.6K +300 +7%
FIM
340
Freedom Investment Management
Connecticut
$737K +$737K +4,371 New
CIBC Asset Management
341
CIBC Asset Management
Ontario, Canada
$732K +$25.3K +150 +4%
PCA
342
Prosperity Capital Advisors
Ohio
$728K +$64.9K +385 +10%
WMP
343
Wealth Management Partners
Arizona
$723K – – –
US Bancorp
344
US Bancorp
Minnesota
$717K -$95.3K -565 -12%
Comerica Bank
345
Comerica Bank
Texas
$716K +$33.6K +199 +5%
BFM
346
Boothbay Fund Management
New York
$709K +$709K +4,206 New
SAM
347
Silvercrest Asset Management
New York
$706K – – –
PP
348
Paloma Partners
Connecticut
$691K -$459K -2,720 -40%
CL
349
Choreo LLC
Illinois
$688K +$3.09K +19 +0.5%
MFG
350
Magnus Financial Group
New York
$688K -$3.37K -20 -0.5%
12 13
14
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