MSTR icon

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 %
MTWM
476
Masso Torrence Wealth Management
New Jersey
$885K +$15.9K +55 +2%
GHAM
477
Gilman Hill Asset Management
Connecticut
$870K +$290K +1,003 +50%
PC
478
ParaFi Capital
New York
$869K +$869K +3,001 New
LC
479
Longitude (Cayman)
Cayman Islands
$869K -$5.13M -17,700 -86%
SAM
480
Selway Asset Management
$869K +$869K +3,000 New
TF
481
Telligent Fund
Hong Kong
$869K +$869K +3,000 New
FF
482
Farrell Financial
New York
$865K +$142K +489 +20%
CUAMC
483
China Universal Asset Management Company
China
$862K +$862K +2,978 New
RCM
484
Requisite Capital Management
Texas
$862K +$862K +2,975 New
FAM
485
Flaharty Asset Management
Florida
$856K -$1.12M -3,875 -57%
BRWA
486
B. Riley Wealth Advisors
Florida
$853K +$412K +1,423 +93%
UOC
487
UBS O'Connor
Illinois
$851K +$851K +2,937 New
CWIG
488
Chung Wu Investment Group
Texas
$850K +$850K +2,935 New
SB
489
Strategic Blueprint
Georgia
$843K +$225K +777 +36%
SM
490
STF Management
Texas
$839K +$839K +2,898 New
CWP
491
Cyndeo Wealth Partners
Florida
$827K +$827K +2,854 New
GLA
492
Good Life Advisors
Pennsylvania
$823K +$823K +2,841 New
DWM
493
DecisionMap Wealth Management
Virginia
$815K +$815K +2,813 New
SAW
494
Signal Advisors Wealth
Michigan
$805K +$805K +2,779 New
EWM
495
Empirical Wealth Management
Washington
$803K +$93.5K +323 +13%
DADC
496
D.A. Davidson & Co
Montana
$797K -$705K -2,433 -47%
HWM
497
HB Wealth Management
Georgia
$797K +$250K +858 +46%
CFP
498
Curran Financial Partners
South Carolina
$790K +$186K +641 +31%
GSIAS
499
Garden State Investment Advisory Services
New Jersey
$783K +$21.7K +75 +3%
PL
500
Polianta Ltd
Jersey
$781K -$1.48M -5,100 -65%
18 19
20
21 22