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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 %
Walleye Capital
376
Walleye Capital
New York
$1.65M +$544K +1,880 +49%
SA
377
Sovran Advisors
California
$1.63M +$1.63M +4,768 New
CFCI
378
Comprehensive Financial Consultants Institutional
Indiana
$1.62M +$349K +1,206 +28%
CAM
379
Covenant Asset Management
New Jersey
$1.61M +$1.61M +5,550 New
DAS
380
Dynamic Advisor Solutions
Arizona
$1.6M -$655K -2,262 -29%
PNC Financial Services Group
381
PNC Financial Services Group
Pennsylvania
$1.59M +$682K +2,356 +75%
EWS
382
Evergreen Wealth Solutions
Pennsylvania
$1.56M – – –
AC
383
Allstate Corporation
Illinois
$1.56M +$1.56M +5,400 New
SIAP
384
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.56M +$14.5K +50 +0.9%
DIM
385
Delta Investment Management
California
$1.56M +$427K +1,476 +38%
TMAM
386
Tokio Marine Asset Management
Japan
$1.54M +$1.54M +5,310 New
CL
387
Choreo LLC
Illinois
$1.51M +$260K +879 +21%
M
388
MATAURO
New York
$1.51M +$1.51M +5,202 New
PCA
389
Prosperity Capital Advisors
Ohio
$1.49M +$240K +828 +19%
JWCA
390
J.W. Cole Advisors
Florida
$1.49M +$342K +1,181 +30%
WH
391
Wallace Hart
Kentucky
$1.48M +$609K +2,102 +70%
SW
392
SVB Wealth
Massachusetts
$1.48M +$1.48M +5,094 New
CW
393
CreativeOne Wealth
Kansas
$1.47M +$18K +62 +1%
WAP
394
Wealthcare Advisory Partners
Pennsylvania
$1.47M +$352K +1,216 +32%
CA
395
Claro Advisors
Massachusetts
$1.46M -$9.27K -32 -0.6%
CF
396
Centaurus Financial
California
$1.45M +$859K +2,966 +146%
Assenagon Asset Management
397
Assenagon Asset Management
Luxembourg
$1.44M +$702K +2,423 +94%
DWM
398
Diversify Wealth Management
Utah
$1.44M +$1.44M +4,387 New
BCM
399
BlueCrest Capital Management
Jersey
$1.43M +$1.43M +4,942 New
KWM
400
Keebeck Wealth Management
Illinois
$1.42M +$615K +2,123 +76%
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