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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
$2.94B
2
Morgan Stanley
Morgan Stanley
New York
$1.62B
3
CSD
Clear Street Derivatives
New York
$220M
4
BlackRock
BlackRock
New York
$1.6B
5
Bank of America
Bank of America
North Carolina
$134M

Top Sellers

1
Jane Street
Jane Street
New York
$178M
2
Wolverine Trading
Wolverine Trading
Illinois
$4.68M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$464M
4
Citadel Advisors
Citadel Advisors
Florida
$37.8M
5
Millennium Management
Millennium Management
New York
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
451
Frisch Financial Group
New York
$337K – – –
AR
452
Advisory Research
Illinois
$337K -$8.77K -52 -3%
SC
453
Sepio Capital
Utah
$333K +$333K +1,976 New
GKWIM
454
Gerber Kawasaki Wealth & Investment Management
California
$330K – – –
QCM
455
Qsemble Capital Management
New York
$326K +$326K +1,931 New
ECM
456
Evergreen Capital Management
Washington
$324K – – –
YCM
457
Yousif Capital Management
Michigan
$323K +$843 +5 +0.3%
HCM
458
Hollencrest Capital Management
California
$322K +$55.6K +330 +21%
WT
459
Whittier Trust
California
$319K +$6.74K +40 +2%
CIS
460
Capital International Sarl
California
$318K +$318K +1,888 New
HWM
461
HB Wealth Management
Georgia
$317K +$317K +1,879 New
AC
462
AXQ Capital
New Jersey
$315K +$315K +1,871 New
LPAM
463
Lodestar Private Asset Management
California
$315K – – –
CJ
464
Caitlin John
Michigan
$307K -$21.3K -65 -7%
CT
465
Chicago Trust
Illinois
$303K +$303K +1,800 New
MCM
466
MAI Capital Management
Ohio
$301K +$27.8K +165 +10%
GWANC
467
Guardian Wealth Advisors (North Carolina)
North Carolina
$300K – – –
QCM
468
QRG Capital Management
Illinois
$295K +$295K +1,748 New
LFG
469
Larson Financial Group
Missouri
$294K +$157K +933 +115%
SC
470
Scotia Capital
Ontario, Canada
$292K +$292K +1,734 New
BCP
471
Berkeley Capital Partners
Georgia
$292K +$1.69K +10 +0.6%
WPC
472
Wedmont Private Capital
Pennsylvania
$289K +$289K +1,554 New
Brown Advisory
473
Brown Advisory
Maryland
$287K +$287K +1,700 New
SFI
474
Siemens Fonds Invest
Germany
$284K +$284K +1,687 New
QCM
475
Quantinno Capital Management
New York
$282K +$282K +1,674 New
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