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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 %
VA
401
Vident Advisory
Georgia
$1.42M -$457K -1,578 -24%
ECM
402
Everence Capital Management
Indiana
$1.41M +$1.41M +4,880 New
GLA
403
Great Lakes Advisors
Illinois
$1.41M -$8.11K -28 -0.6%
PA
404
Pinnacle Associates
New York
$1.41M +$566K +1,953 +67%
GT
405
Greenleaf Trust
Michigan
$1.4M +$1.04M +3,586 +285%
CI
406
Capital International
California
$1.4M +$1.4M +4,840 New
IWC
407
Integrated Wealth Concepts
Massachusetts
$1.39M +$1.39M +4,811 New
NA
408
Navellier & Associates
Nevada
$1.39M +$336K +1,159 +32%
EW
409
Evexia Wealth
Wisconsin
$1.38M +$687K +2,097 +99%
CCC
410
Chesapeake Capital Corp
Florida
$1.36M -$6.08K -21 -0.4%
SAM
411
Silvercrest Asset Management
New York
$1.36M +$149K +515 +12%
LCM
412
LCM Capital Management
Illinois
$1.34M -$5.21M -17,989 -79%
SIG
413
Stonegate Investment Group
Alabama
$1.34M +$204K +706 +18%
IG
414
ING Group
Netherlands
$1.32M +$1.32M +4,557 New
IMRF
415
Illinois Municipal Retirement Fund
Illinois
$1.31M – – –
CIA
416
Concurrent Investment Advisors
Florida
$1.29M +$244K +842 +23%
KeyBank National Association
417
KeyBank National Association
Ohio
$1.27M +$1.27M +4,390 New
AF
418
Advisornet Financial
Minnesota
$1.27M -$347K -1,199 -21%
LA
419
Lifeworks Advisors
Michigan
$1.26M +$872K +3,011 +225%
AWM
420
Aviso Wealth Management
Washington
$1.25M -$2.51M -8,670 -67%
BCM
421
Bayesian Capital Management
New York
$1.24M +$1.24M +4,297 New
SA
422
SRN Advisors
Pennsylvania
$1.24M -$3.5M -12,100 -74%
ACM
423
Alpha Capital Management
Texas
$1.24M -$1.05M -3,639 -46%
SFA
424
Souders Financial Advisors
Ohio
$1.2M -$254K -877 -18%
VCP
425
Verus Capital Partners
Arizona
$1.19M -$191K -660 -14%
15 16
17
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