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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 %
AO
551
Advisor OS
Illinois
$584K +$584K +2,015 New
RIL
552
Rothschild Investment LLC
Illinois
$580K -$434K -1,499 -43%
SCM
553
Stonehearth Capital Management
Massachusetts
$580K +$580K +2,002 New
SFI
554
Siemens Fonds Invest
Germany
$580K +$68.5K +226 +13%
WAM
555
WealthTrust Asset Management
Florida
$579K – – –
LWM
556
LongView Wealth Management
Georgia
$579K – – –
AAM
557
American Asset Management
Florida
$579K – – –
FPCP
558
Fort Point Capital Partners
California
$579K +$119K +410 +26%
FFG
559
Frisch Financial Group
New York
$579K – – –
VFA
560
Valeo Financial Advisors
Indiana
$572K +$445K +1,537 +349%
DIG
561
DeepCurrents Investment Group
New York
$566K +$566K +1,956 New
PFS
562
Prospect Financial Services
New York
$564K +$564K +1,948 New
Empower Advisory Group
563
Empower Advisory Group
Colorado
$562K +$165K +571 +42%
BFS
564
BridgePort Financial Solutions
Iowa
$559K +$559K +2,330 New
ECM
565
Evergreen Capital Management
Washington
$556K – – –
IFWM
566
Institute for Wealth Management
Colorado
$555K +$170K +588 +44%
ZI
567
ZEGA Investments
Florida
$555K +$555K +1,570 New
RCA
568
Riverview Capital Advisers
Massachusetts
$553K -$35.3K -122 -6%
LCWM
569
Legacy Capital Wealth Management
Texas
$552K +$552K +1,906 New
CFP
570
Cascade Financial Partners
California
$550K -$29K -100 -5%
LSIA
571
LaSalle St. Investment Advisors
Illinois
$542K +$542K +1,874 New
LPAM
572
Lodestar Private Asset Management
California
$542K – – –
AFP
573
Ausdal Financial Partners
Iowa
$539K +$163K +563 +43%
HCM
574
Hollencrest Capital Management
California
$538K -$14.8K -51 -3%
NB
575
Norinchukin Bank
Japan
$538K +$538K +1,859 New
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