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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 %
OPW
451
Oxler Private Wealth
New York
$992K +$315K +1,086 +46%
FFA
452
First Foundation Advisors
California
$978K +$36.8K +127 +4%
EWA
453
EP Wealth Advisors
California
$973K +$269K +929 +38%
MIM
454
MetLife Investment Management
New Jersey
$970K +$45.8K +158 +5%
O
455
Ossiam
France
$968K +$48.4K +167 +5%
EF
456
Empowered Funds
Pennsylvania
$963K +$207K +716 +27%
BP
457
Ballentine Partners
Massachusetts
$962K +$58.5K +202 +6%
GT
458
Glenmede Trust
Pennsylvania
$953K +$41.4K +143 +5%
NL
459
NWAM LLC
Washington
$943K -$569K -1,965 -38%
JIC
460
Johnson Investment Counsel
Ohio
$933K +$933K +3,220 New
AF
461
Abound Financial
California
$932K +$932K +3,218 New
P
462
&Partners
Tennessee
$930K +$930K +2,505 New
PCMH
463
Polymer Capital Management (HK)
Hong Kong
$927K -$1.42M -4,900 -60%
IPW
464
Impact Partnership Wealth
Georgia
$917K +$917K +3,167 New
MIC
465
Means Investment Company
Maine
$915K +$19.4K +67 +2%
EFG
466
Ethos Financial Group
Pennsylvania
$914K +$324K +1,117 +55%
Lido Advisors
467
Lido Advisors
California
$914K +$262K +903 +40%
CC
468
Citrine Capital
California
$909K +$909K +3,140 New
1C
469
111 Capital
France
$907K +$907K +3,130 New
Fisher Asset Management
470
Fisher Asset Management
Washington
$904K +$904K +3,122 New
PCM
471
Pennsylvania Capital Management
Pennsylvania
$901K +$901K +3,110 New
PI
472
PFG Investments
New York
$900K +$900K +3,108 New
BWM
473
BNC Wealth Management
Oregon
$898K +$898K +3,099 New
CB
474
Commerce Bank
Missouri
$887K +$168K +579 +23%
BF
475
BOK Financial
Oklahoma
$885K +$885K +2,700 New
17 18
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