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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

650 hedge funds and large institutions have $15.4B invested in Strategy Inc Common Stock Class A in 2024 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 275 increasing their positions, 146 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+66
Holders Change %
+11.3%
% of All Funds
9.4%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.38%
New
134
Increased
275
Reduced
146
Closed
65
Calls
$8.26B
Puts
$12.4B
Net Calls
-$4.14B
Net Calls Change
-$486M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$329M
2
Morgan Stanley
Morgan Stanley
New York
+$299M
3
CSD
Clear Street Derivatives
New York
+$220M
4
BlackRock
BlackRock
New York
+$112M
5
Bank of America
Bank of America
North Carolina
+$86.5M

Top Sellers

1
Jane Street
Jane Street
New York
-$331M
2
Wolverine Trading
Wolverine Trading
Illinois
-$181M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$173M
4
Citadel Advisors
Citadel Advisors
Florida
-$164M
5
Millennium Management
Millennium Management
New York
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
426
Plancorp LLC
Missouri
$381K +$381K +2,262 New
TFA
427
Teamwork Financial Advisors
Texas
$381K +$381K +2,262 New
Lido Advisors
428
Lido Advisors
California
$380K -$2.87K -17 -0.7%
MYAM
429
Meiji Yasuda Asset Management
Japan
$371K – – –
AAIS
430
ABN AMRO Investment Solutions
$365K +$365K +2,163 New
DC
431
Davenport & Co
Virginia
$364K -$37.6K -223 -9%
SB
432
Strategic Blueprint
Georgia
$360K -$2.87K -17 -0.8%
PF
433
Phoenix Financial
Israel
$357K +$1.69K +10 +0.5%
CWM
434
Centric Wealth Management
Illinois
$353K +$38.7K +150 +12%
CFP
435
Curran Financial Partners
South Carolina
$352K +$53.6K +318 +18%
CAI
436
Capital Advisors Inc
Oklahoma
$351K – – –
EFG
437
Ethos Financial Group
Pennsylvania
$344K +$344K +2,040 New
AFG
438
Altiora Financial Group
Ohio
$344K -$11.8K -70 -3%
CF
439
Centaurus Financial
California
$343K +$137K +812 +67%
RCA
440
Riverview Capital Advisers
Massachusetts
$342K – – –
MPWT
441
MassMutual Private Wealth & Trust
Connecticut
$340K -$2.02K -12 -0.6%
AWM
442
Axxcess Wealth Management
California
$337K – – –
MLA
443
MB, Levis & Associates
Pennsylvania
$337K – – –
MFIM
444
Mesirow Financial Investment Management
Illinois
$337K – – –
GHAM
445
Gilman Hill Asset Management
Connecticut
$337K – – –
AAM
446
American Asset Management
Florida
$337K – – –
GC
447
Gilbert & Cook
Iowa
$337K – – –
LWM
448
LongView Wealth Management
Georgia
$337K – – –
MGP
449
Metis Global Partners
California
$337K +$16.9K +100 +5%
WAM
450
WealthTrust Asset Management
Florida
$337K +$337K +2,000 New
16 17
18
19 20