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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 %
HWA
501
Heritage Wealth Advisors
Virginia
$768K +$768K +2,653 New
EAM
502
Evanson Asset Management
California
$765K -$104K -358 -12%
B
503
Bellecapital
Switzerland
$765K -$1.89M -6,529 -71%
RC
504
Rahlfs Capital
Texas
$756K +$756K +2,610 New
RCM
505
Raleigh Capital Management
North Carolina
$752K +$752K +2,598 New
PVI
506
Pine Valley Investments
New Jersey
$748K +$748K +2,582 New
NL
507
NVWM LLC
Pennsylvania
$742K +$727K +2,511 +4,829%
FCM
508
Fieldview Capital Management
Michigan
$738K +$738K +2,549 New
DI
509
Diligent Investors
California
$735K +$735K +2,539 New
MYAM
510
Meiji Yasuda Asset Management
Japan
$727K +$89.8K +310 +14%
S
511
SignatureFD
Georgia
$722K +$541K +1,867 +298%
KWM
512
Kiker Wealth Management
Georgia
$721K +$721K +2,488 New
PL
513
Plancorp LLC
Missouri
$719K +$63.7K +220 +10%
PGFC
514
Peapack-Gladstone Financial Corp
New Jersey
$717K +$36.2K +125 +5%
LFG
515
Larson Financial Group
Missouri
$712K +$207K +715 +41%
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$703K +$259K +894 +58%
WPC
517
Wedmont Private Capital
Pennsylvania
$701K +$192K +585 +38%
Millennium Management
518
Millennium Management
New York
$698K -$36.5M -125,930 -98%
TFA
519
Teamwork Financial Advisors
Texas
$698K +$43.2K +149 +7%
PSFG
520
Park Square Financial Group
Georgia
$698K +$698K +2,409 New
DC
521
Davenport & Co
Virginia
$697K +$72.7K +251 +12%
CII
522
Capital International Inc
California
$693K +$693K +2,393 New
AI
523
AXS Investments
New York
$692K +$692K +2,389 New
IPAM
524
ICICI Prudential Asset Management
India
$690K +$690K +2,383 New
GCP
525
GSA Capital Partners
United Kingdom
$689K +$240K +828 +53%
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