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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 %
FOA
351
Five Oceans Advisors
California
$1.87M +$1.87M +6,445 New
Bank of Nova Scotia
352
Bank of Nova Scotia
Ontario, Canada
$1.86M -$1.14M -3,952 -38%
BPA
353
Beacon Pointe Advisors
California
$1.85M -$75.3K -260 -4%
TAM
354
Titleist Asset Management
Texas
$1.85M -$7.82K -27 -0.4%
ACA
355
Aptus Capital Advisors
Alabama
$1.84M +$173K +598 +10%
NFSG
356
Newbridge Financial Services Group
Florida
$1.84M +$1.84M +6,338 New
KWM
357
Kingsview Wealth Management
Oregon
$1.83M +$726K +2,507 +66%
AWM
358
Axxcess Wealth Management
California
$1.83M +$1.25M +4,310 +216%
CAG
359
Csenge Advisory Group
Florida
$1.79M +$485K +1,674 +37%
WIA
360
World Investment Advisors
California
$1.77M +$1.77M +6,098 New
LSAG
361
Lake Street Advisors Group
New Hampshire
$1.76M +$421K +1,452 +32%
AWA
362
Arete Wealth Advisors
Illinois
$1.74M -$1.38M -4,741 -44%
BT
363
Banque Transatlantique
France
$1.74M +$1.74M +183,869 New
Macquarie Group
364
Macquarie Group
Australia
$1.73M -$7.68M -26,603 -82%
TC
365
TownSquare Capital
Utah
$1.72M +$601K +2,076 +54%
SFA
366
Sequoia Financial Advisors
Ohio
$1.72M +$315K +1,089 +22%
CWP
367
Core Wealth Partners
California
$1.72M +$152K +525 +10%
SC
368
Sepio Capital
Utah
$1.7M +$1.13M +3,888 +197%
PIA
369
Perennial Investment Advisors
California
$1.69M +$242K +834 +17%
AIP
370
Ameritas Investment Partners
Nebraska
$1.69M +$1.69M +5,822 New
GWM
371
Geneos Wealth Management
Colorado
$1.68M -$364K -1,256 -18%
FT
372
Fiduciary Trust
Massachusetts
$1.67M -$1.45M -4,997 -46%
AAMU
373
APG Asset Management US
New York
$1.67M +$1.67M +5,761 New
WA
374
Waverly Advisors
Alabama
$1.66M -$2.32K -8 -0.1%
SPC
375
Sigma Planning Corp
Michigan
$1.66M +$353K +1,219 +27%
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