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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

367 hedge funds and large institutions have $5.52B invested in Strategy Inc Common Stock Class A in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 152 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
5.38%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
101
Increased
152
Reduced
51
Closed
24
Calls
$2.18B
Puts
$3.47B
Net Calls
-$1.29B
Net Calls Change
-$768M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$761M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$181M
3
BlackRock
BlackRock
New York
$646M
4
Norges Bank
Norges Bank
Norway
$71M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$49.2M

Top Sellers

1
GH
GAM Holding
Switzerland
$9.15M
2
Simplex Trading
Simplex Trading
Illinois
$4.19M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.99M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$21M +$586K +9,270 +3%
Nomura Holdings
27
Nomura Holdings
Japan
$18.7M +$18.2M +288,710 +3,650%
Capital Research Global Investors
28
Capital Research Global Investors
California
$18.3M – – –
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$17.9M -$1.42M -22,430 -7%
Bank of America
30
Bank of America
North Carolina
$16.3M +$12.1M +192,040 +289%
Swiss National Bank
31
Swiss National Bank
Switzerland
$15.1M -$189K -3,000 -1%
FSA
32
Financial Sense Advisors
California
$14.8M -$133K -2,110 -0.9%
VanEck Associates
33
VanEck Associates
New York
$14.5M +$1.88M +29,750 +15%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$14.4M +$1.43M +22,630 +11%
Osaic Holdings
35
Osaic Holdings
Arizona
$13.7M -$923K -14,620 -6%
ETC
36
Exchange Traded Concepts
Oklahoma
$13M -$1.75M -27,660 -12%
Barclays
37
Barclays
United Kingdom
$12.9M -$3.11M -49,220 -19%
CS
38
Credit Suisse
Switzerland
$12.7M +$1.29M +20,440 +11%
HKAM
39
Horizon Kinetics Asset Management
New York
$12.6M +$109K +1,730 +0.9%
Marshall Wace
40
Marshall Wace
United Kingdom
$12.5M +$12.5M +198,080 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$11.6M +$752K +11,910 +7%
First Trust Advisors
42
First Trust Advisors
Illinois
$10.9M -$2.11M -33,470 -16%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$10.4M +$6.7M +106,300 +181%
BCH
44
Berkshire Capital Holdings
California
$9.77M +$9.76M +154,600 +154,600%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$9.7M +$1.34M +21,210 +16%
Stifel Financial
46
Stifel Financial
Missouri
$9.59M +$6.01M +95,140 +168%
FC
47
FORA Capital
Florida
$9.5M +$9.5M +150,420 New
JFGLC
48
Johnson Financial Group LLC (Colorado)
Colorado
$9.47M – – –
UBS AM
49
UBS AM
Illinois
$9.28M +$1M +15,860 +12%
GH
50
GAM Holding
Switzerland
$9.15M -$19.7M -312,300 -68%
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