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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 %
HCP
351
Hexagon Capital Partners
Arkansas
$2.53K – – –
AWM
352
Avior Wealth Management
Nebraska
$2.53K – – –
AT
353
Arlington Trust
Alabama
$2.53K +$2.53K +40 New
LA
354
LM Advisors
California
$1.97K +$1.97K +30 New
VCM
355
Versant Capital Management
Arizona
$1.9K – – –
PWMG
356
Provence Wealth Management Group
California
$1.9K – – –
HWA
357
HHM Wealth Advisors
Tennessee
$1.26K – – –
BWP
358
Baldwin Wealth Partners
Massachusetts
$1.26K – – –
RFG
359
REAP Financial Group
Texas
$1.26K +$1.26K +20 New
CAS
360
Coppell Advisory Solutions
Texas
$1.26K +$1.26K +20 New
CWM
361
CarsonAllaria Wealth Management
Illinois
$1.26K +$1.26K +20 New
Bessemer Group
362
Bessemer Group
New Jersey
$1K – – –
AW
363
Avion Wealth
Texas
$1K – – –
Lazard Asset Management
364
Lazard Asset Management
New York
$1K +$500 +10 +100%
GI
365
Gradient Investments
Minnesota
$632 – – –
PWMG
366
Private Wealth Management Group
New Jersey
$632 +$632 +10 New
BIA
367
Bell Investment Advisors
California
$632 +$632 +10 New
Citadel Advisors
368
Citadel Advisors
Florida
– -$13.6M -413,720 Closed
TC
369
TwinBeech Capital
New York
– -$8.22M -250,510 Closed
Group One Trading
370
Group One Trading
Illinois
– -$4.12M -125,490 Closed
DS
371
DRW Securities
Illinois
– -$3.86M -117,630 Closed
Squarepoint
372
Squarepoint
New York
– -$3.5M -106,750 Closed
EAM
373
Eschler Asset Management
United Kingdom
– -$2.76M -84,000 Closed
Walleye Trading
374
Walleye Trading
New York
– -$2.32M -70,770 Closed
EGM
375
Engineers Gate Manager
New York
– -$1.44M -43,960 Closed
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