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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 %
MCCA
501
Mill Creek Capital Advisors
Pennsylvania
$234K +$234K +1,390 New
AWG
502
Altus Wealth Group
Colorado
$233K +$233K +1,380 New
Empower Advisory Group
503
Empower Advisory Group
Colorado
$231K +$231K +1,371 New
SMC
504
Smith, Moore & Co
Missouri
$229K +$229K +1,360 New
FM
505
Family Management
New York
$226K +$226K +1,340 New
LA
506
Lifeworks Advisors
Michigan
$225K +$225K +1,336 New
IFWM
507
Institute for Wealth Management
Colorado
$224K +$224K +1,329 New
AFP
508
Ausdal Financial Partners
Iowa
$219K -$27.1K -161 -11%
CCFM
509
Clear Creek Financial Management
Washington
$218K +$218K +1,292 New
CF
510
Corebridge Financial
Texas
$216K -$8.09K -48 -4%
GT
511
Greenleaf Trust
Michigan
$212K +$212K +1,257 New
IFO
512
Independent Family Office
New York
$212K +$212K +4,100 New
JCIA
513
Jackson Creek Investment Advisors
Colorado
$211K +$211K +1,250 New
CF
514
Crosspoint Financial
California
$211K +$211K +1,250 New
FWM
515
Foguth Wealth Management
Michigan
$211K +$211K +1,096 New
PWPS
516
Pinnacle Wealth Planning Services
Ohio
$210K +$210K +1,244 New
CTC
517
Central Trust Company
Missouri
$209K – – –
RFM
518
Royal Fund Management
Florida
$209K +$209K +1,240 New
A
519
AlphaQuest
New York
$208K +$208K +1,232 New
OIM
520
Oder Investment Management
California
$207K +$207K +1,230 New
CG
521
CFO4Life Group
Texas
$207K +$207K +1,230 New
AC
522
ASB Consultores
Florida
$206K +$206K +1,220 New
AA
523
AlphaQ Advisors
Florida
$204K +$204K +1,211 New
LS
524
Livforsakringsbolaget Skandia
Sweden
$202K +$202K +1,200 New
WAAG
525
Wealth Alliance Advisory Group
Kansas
$202K +$202K +1,200 New
19 20
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