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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 %
IPAM
526
Investment Partners Asset Management
New Jersey
$686K -$66.9K -231 -9%
CAI
527
Capital Advisors Inc
Oklahoma
$678K +$75.3K +260 +13%
OWG
528
Oxford Wealth Group
Florida
$672K -$115K -398 -15%
PCIA
529
Prime Capital Investment Advisors
Kansas
$670K +$670K +2,312 New
MFS
530
Miller Financial Services
Michigan
$667K +$667K +2,303 New
SWM
531
SeaCrest Wealth Management
New York
$665K -$910K -3,142 -58%
UCFA
532
United Capital Financial Advisors
Texas
$664K -$136K -468 -17%
BIP
533
Blueprint Investment Partners
North Carolina
$636K +$636K +2,197 New
EFM
534
E Fund Management
China
$629K +$629K +2,173 New
SMA
535
Sage Mountain Advisors
Georgia
$628K +$628K +2,170 New
WP
536
Westmount Partners
California
$627K -$103K -354 -14%
AAIS
537
ABN AMRO Investment Solutions
$627K +$869 +3 +0.1%
AF
538
Allworth Financial
California
$617K +$341K +903 +123%
IAS
539
Insigneo Advisory Services
Florida
$616K -$356K -1,230 -37%
AIS
540
AM Investment Strategies
Tennessee
$611K +$611K +2,111 New
GC
541
Gilbert & Cook
Iowa
$608K +$29K +100 +5%
WCM
542
Weaver Capital Management
Georgia
$608K +$145K +500 +31%
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$603K +$18.8K +65 +3%
MWM
544
Mosley Wealth Management
California
$598K -$6.48K -19 -1%
CRWM
545
Castle Rock Wealth Management
California
$596K +$596K +1,765 New
MFIM
546
Mesirow Financial Investment Management
Illinois
$594K +$14.5K +50 +3%
YCM
547
Yousif Capital Management
Michigan
$590K +$35K +121 +6%
FWM
548
Foguth Wealth Management
Michigan
$590K +$202K +571 +52%
IW
549
IronOak Wealth
Texas
$587K +$587K +2,026 New
GKWIM
550
Gerber Kawasaki Wealth & Investment Management
California
$584K +$16.5K +57 +3%
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