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Strategy Inc Common Stock Class A

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
Name Holding Trade Value Shares
Change
Shares
Change %
S
451
SignatureFD
Georgia
$75K -$32.4K -190 -30%
WB
452
Webster Bank
Connecticut
$68.2K +$68.2K +400 New
BWP
453
Baldwin Wealth Partners
Massachusetts
$64.8K +$61.4K +360 +1,800%
AWM
454
Avondale Wealth Management
Texas
$61.4K +$61.4K +360 New
WWP
455
WR Wealth Planners
Missouri
$59.7K +$59.7K +350 New
HWM
456
HighMark Wealth Management
Minnesota
$58K
Allspring Global Investments
457
Allspring Global Investments
North Carolina
$58K +$58K +340 New
SIC
458
Salem Investment Counselors
North Carolina
$54.5K +$54.5K +320 New
FWM
459
FSA Wealth Management
Massachusetts
$52.8K +$3.41K +20 +7%
NSIM
460
North Star Investment Management
Illinois
$51.1K
CBT
461
Central Bank & Trust
Kentucky
$51.1K
LC
462
Lindbrook Capital
California
$47.7K -$13.6K -80 -22%
PTC
463
Private Trust Company
Ohio
$44.3K -$159K -930 -78%
TFM
464
TFC Financial Management
Massachusetts
$42.6K
CWC
465
Carolinas Wealth Consulting
North Carolina
$42.6K +$42.6K +250 New
CA
466
Clearstead Advisors
Ohio
$39.9K +$39.9K +320 New
TFGT
467
TS Financial Group (TSFG)
Illinois
$39K
GI
468
GAMMA Investing
California
$37.5K +$8.52K +50 +29%
C
469
Covestor
United Kingdom
$36K
MHR
470
Matthew Hamilton Rosenberg
$34.4K
GJIA
471
Glass Jacobson Investment Advisors
Maryland
$34.1K +$34.1K +200 New
FG
472
Fairman Group
Pennsylvania
$34.1K
RA
473
Rise Advisors
New York
$34.1K +$23.9K +140 +233%
GEA
474
Glen Eagle Advisors
New Jersey
$32.4K
DJSG
475
D.J. St. Germain
Massachusetts
$29K +$29K +170 New