MSTR icon

Strategy Inc Common Stock Class A

526 hedge funds and large institutions have $16.3B invested in Strategy Inc Common Stock Class A in 2024 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 148 increasing their positions, 124 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
+159
Holders Change %
+43.32%
% of All Funds
7.63%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.28%
New
213
Increased
148
Reduced
124
Closed
49
Calls
$10.3B
Puts
$17B
Net Calls
-$6.71B
Net Calls Change
-$5.42B
Name Holding Trade Value Shares
Change
Shares
Change %
W
351
Wealthquest
Ohio
$341K +$341K +2,000 New
LWM
352
LongView Wealth Management
Georgia
$341K +$341K +2,000 New
ACA
353
Aptus Capital Advisors
Alabama
$338K +$338K +1,980 New
GKWIM
354
Gerber Kawasaki Wealth & Investment Management
California
$338K +$338K +1,980 New
GVAG
355
Great Valley Advisor Group
Delaware
$336K +$336K +1,970 New
TAA
356
TB Alternative Assets
Cayman Islands
$332K +$332K +1,950 New
VIA
357
Virtus Investment Advisers
Connecticut
$331K +$331K +1,940 New
OPW
358
Oxler Private Wealth
New York
$327K +$327K +1,920 New
AR
359
Advisory Research
Illinois
$327K +$327K +1,920 New
AWA
360
Arkadios Wealth Advisors
Georgia
$327K +$327K +1,920 New
TC
361
TownSquare Capital
Utah
$326K +$326K +1,910 New
Treasurer of the State of North Carolina
362
Treasurer of the State of North Carolina
North Carolina
$324K +$324K +1,900 New
MCM
363
MAI Capital Management
Ohio
$324K +$324K +1,900 New
LPAM
364
Lodestar Private Asset Management
California
$319K -$460K -2,700 -59%
SB
365
Strategic Blueprint
Georgia
$315K +$315K +1,850 New
WT
366
Whittier Trust
California
$315K -$1.39M -8,150 -82%
ECM
367
Evergreen Capital Management
Washington
$312K +$312K +1,830 New
EP
368
Edgestream Partners
New Jersey
$309K +$309K +1,810 New
AM
369
AGF Management
Ontario, Canada
$307K +$307K +1,800 New
MGIA
370
Moneta Group Investment Advisors
Missouri
$307K +$307K +18,000 New
GWANC
371
Guardian Wealth Advisors (North Carolina)
North Carolina
$303K +$303K +1,780 New
FF
372
Farrell Financial
New York
$302K +$302K +1,770 New
AC
373
ASB Consultores
Florida
$301K +$301K +1,760 New
CFP
374
Cascade Financial Partners
California
$296K +$296K +2,000 New
CAI
375
Capital Advisors Inc
Oklahoma
$293K +$293K +1,720 New