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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 %
Verition Fund Management
326
Verition Fund Management
Connecticut
$2.29M +$2.29M +7,897 New
BW
327
Bison Wealth
Georgia
$2.28M +$1.49M +5,143 +188%
Prudential Financial
328
Prudential Financial
New Jersey
$2.28M +$69.5K +240 +3%
Truist Financial
329
Truist Financial
North Carolina
$2.27M +$960K +3,315 +73%
GIA
330
Gladstone Institutional Advisory
Florida
$2.26M +$188K +649 +9%
CIS
331
Capital International Sarl
California
$2.23M +$1.69M +5,829 +309%
BSCCG
332
Blue Sky Capital Consultants Group
California
$2.23M +$2.23M +7,683 New
SPIA
333
Steward Partners Investment Advisory
New York
$2.22M +$774K +2,674 +54%
MF
334
Magnetar Financial
Illinois
$2.19M +$2.19M +7,557 New
MFG
335
Merit Financial Group
Georgia
$2.17M +$578K +1,997 +36%
SA
336
Strategic Advocates
Utah
$2.16M -$377K -1,301 -15%
GS
337
GWN Securities
Florida
$2.15M +$2.15M +6,080 New
EGM
338
Engineers Gate Manager
New York
$2.13M -$539K -1,860 -20%
WPW
339
Waldron Private Wealth
Pennsylvania
$2.11M +$1.13M +3,900 +115%
Baird Financial Group
340
Baird Financial Group
Wisconsin
$2.08M +$1.35M +4,654 +183%
PWM
341
Pinnacle Wealth Management
California
$2.07M +$2.07M +7,140 New
PWM
342
Partners Wealth Management
California
$2.01M +$2.01M +6,940 New
DILIC
343
Dai-ichi Life Insurance Company
Japan
$2.01M +$268K +925 +15%
BNP Paribas Asset Management
344
BNP Paribas Asset Management
France
$1.97M +$1.97M +6,805 New
FCM
345
Family Capital Management
Michigan
$1.96M +$29K +100 +2%
BMSSC
346
B. Metzler seel. Sohn & Co
Germany
$1.96M +$911K +3,144 +87%
CFA
347
Capstone Financial Advisors
Illinois
$1.95M +$249K +861 +15%
FFA
348
Farther Finance Advisors
California
$1.91M +$862K +2,975 +83%
FA
349
Faithward Advisors
Pennsylvania
$1.89M -$715K -2,470 -27%
HH
350
Hilltop Holdings
Texas
$1.87M -$277K -955 -13%
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