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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

992 hedge funds and large institutions have $34.8B invested in Strategy Inc Common Stock Class A in 2025 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 492 increasing their positions, 214 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
+18
Holders Change %
+1.85%
% of All Funds
13.47%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.5%
New
158
Increased
492
Reduced
214
Closed
116
Calls
$19.3B
Puts
$24.3B
Net Calls
-$4.95B
Net Calls Change
+$3.46B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.23B
2
BlackRock
BlackRock
New York
+$910M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$759M
4
Morgan Stanley
Morgan Stanley
New York
+$699M
5
Capital International Investors
Capital International Investors
California
+$587M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$733M
2
UBS Group
UBS Group
Switzerland
-$660M
3
Jane Street
Jane Street
New York
-$442M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$309M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
326
Navellier & Associates
Nevada
$2.38M +$525K +1,358 +28%
LWMI
327
Legacy Wealth Management (Idaho)
Idaho
$2.37M +$219K +760 +10%
PP
328
Prudential plc
United Kingdom
$2.37M +$1.34M +4,646 +131%
JWCA
329
J.W. Cole Advisors
Florida
$2.36M +$883K +3,062 +60%
AWM
330
Axxcess Wealth Management
California
$2.35M +$529K +1,835 +29%
AC
331
Allstate Corporation
Illinois
$2.34M +$783K +2,717 +50%
CFA
332
Capstone Financial Advisors
Illinois
$2.33M +$391K +1,357 +20%
MWA
333
Monograph Wealth Advisors
California
$2.29M +$2.29M +7,955 New
SA
334
Strategic Advocates
Utah
$2.26M +$116K +403 +5%
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$2.26M -$58.8K -204 -3%
AIP
336
Ameritas Investment Partners
Nebraska
$2.24M +$565K +1,959 +34%
VWM
337
Vivid Wealth Management
Iowa
$2.24M +$2.24M +7,756 New
MFG
338
Merit Financial Group
Georgia
$2.22M +$66.3K +230 +3%
GIA
339
Gladstone Institutional Advisory
Florida
$2.2M -$55.6K -193 -2%
ASN
340
Advisory Services Network
Georgia
$2.2M +$1.88M +6,519 +592%
TC
341
TownSquare Capital
Utah
$2.19M +$473K +1,640 +28%
DAS
342
Dynamic Advisor Solutions
Arizona
$2.18M +$587K +2,035 +37%
APG Asset Management
343
APG Asset Management
Netherlands
$2.17M -$437K -1,639 -17%
FPCP
344
Fort Point Capital Partners
California
$2.13M +$1.55M +5,377 +269%
SFG
345
Sterling Financial Group
California
$2.12M +$2.12M +7,337 New
DILIC
346
Dai-ichi Life Insurance Company
Japan
$2.1M +$102K +354 +5%
TMAM
347
Tokio Marine Asset Management
Japan
$2.07M +$543K +1,882 +35%
PWM
348
Partners Wealth Management
California
$2.07M +$70.1K +243 +4%
Lazard Asset Management
349
Lazard Asset Management
New York
$2.06M +$1.83M +6,359 +792%
CAG
350
Csenge Advisory Group
Florida
$2.06M +$92.3K +291 +5%
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