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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.65B
2
Capital International Investors
Capital International Investors
California
$3.05B
3
BlackRock
BlackRock
New York
$2.12B
4
Jane Street
Jane Street
New York
$385M
5
IMC Chicago
IMC Chicago
Illinois
$171M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$511M
2
Morgan Stanley
Morgan Stanley
New York
$1.64B
3
Two Sigma Investments
Two Sigma Investments
New York
$1.71M
4
TI
Tidal Investments
Wisconsin
$45.2M
5
SCM
Shaolin Capital Management
Florida
$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
401
D.E. Shaw & Co
New York
$239K +$239K +1,400 New
MMA
402
Miracle Mile Advisors
California
$228K +$228K +1,340 New
PIA
403
Perennial Investment Advisors
California
$223K +$223K +1,310 New
APP
404
Avantax Planning Partners
Iowa
$223K +$223K +1,310 New
OMC
405
Old Mission Capital
Illinois
$223K +$223K +1,310 New
CIC
406
Carnegie Investment Counsel
Ohio
$222K +$222K +1,300 New
CFP
407
Curran Financial Partners
South Carolina
$220K +$220K +1,290 New
CB
408
Commerce Bank
Missouri
$218K +$218K +1,280 New
Focus Partners Wealth
409
Focus Partners Wealth
Massachusetts
$216K +$216K +1,270 New
CJ
410
Caitlin John
Michigan
$215K +$30.7K +180 +17%
PCIA
411
Prime Capital Investment Advisors
Kansas
$215K +$215K +1,260 New
GT
412
Greenleaf Trust
Michigan
$215K +$215K +1,260 New
IFWM
413
Institute for Wealth Management
Colorado
$214K +$214K +1,250 New
CF
414
Crosspoint Financial
California
$213K +$213K +1,250 New
CTC
415
Central Trust Company
Missouri
$211K -$5.11K -30 -2%
PIA
416
Panoramic Investment Advisors
Colorado
$211K +$211K +1,240 New
MFG
417
Merit Financial Group
Georgia
$210K +$210K +1,720 New
OIM
418
Oder Investment Management
California
$210K +$210K +1,230 New
CF
419
Centaurus Financial
California
$208K +$208K +1,220 New
BHWM
420
Beaird Harris Wealth Management
Texas
$206K -$86.9K -510 -30%
AWG
421
Altus Wealth Group
Colorado
$206K +$206K +1,210 New
AWC
422
Abundance Wealth Counselors
Pennsylvania
$205K +$205K +1,200 New
WAAG
423
Wealth Alliance Advisory Group
Kansas
$205K +$205K +1,200 New
RSWM
424
Robertson Stephens Wealth Management
California
$205K +$205K +1,200 New
TWC
425
TD Waterhouse Canada
Ontario, Canada
$204K +$45.8K +290 +29%
15 16
17
18 19