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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 %
WT
576
Whittier Trust
California
$536K -$11.6K -40 -2%
A
577
Allianz
Germany
$530K +$530K +1,750 New
WANY
578
Wealthspire Advisors (New York)
New York
$529K +$529K +1,826 New
CT
579
Chicago Trust
Illinois
$529K +$7.24K +25 +1%
GVAG
580
Great Valley Advisor Group
Delaware
$528K -$141K -488 -21%
RWM
581
Revisor Wealth Management
Ohio
$527K -$460K -1,577 -47%
PF
582
Phoenix Financial
Israel
$512K -$107K -367 -17%
SAF
583
Smith Anglin Financial
Texas
$508K +$508K +1,756 New
GFG
584
Greenbush Financial Group
New York
$507K +$507K +1,750 New
CI
585
Cigna Investments
Connecticut
$498K +$36.2K +125 +8%
TCBWMS
586
Texas Capital Bank Wealth Management Services
Texas
$490K +$490K +1,693 New
BJL
587
Brighton Jones LLC
Washington
$487K +$6.95K +24 +1%
OIA
588
OneDigital Investment Advisors
Kansas
$484K +$484K +1,670 New
VPWA
589
Vestia Personal Wealth Advisors
Indiana
$483K +$483K +1,666 New
MCCA
590
Mill Creek Capital Advisors
Pennsylvania
$479K +$76.7K +265 +19%
FFB
591
First Financial Bankshares
Texas
$472K – – –
SSA
592
Schonfeld Strategic Advisors
New York
$471K -$5.69M -19,661 -92%
AWG
593
Altus Wealth Group
Colorado
$471K +$71K +245 +18%
DWP
594
Daymark Wealth Partners
Ohio
$468K +$468K +1,616 New
LBWM
595
Left Brain Wealth Management
Illinois
$468K +$468K +1,615 New
CCM
596
Coldstream Capital Management
Washington
$467K -$213K -737 -31%
PHAM
597
Palisades Hudson Asset Management
Florida
$465K – – –
CFG
598
Certior Financial Group
Pennsylvania
$465K +$465K +1,605 New
MLA
599
MB, Levis & Associates
Pennsylvania
$463K -$116K -400 -20%
CCM
600
Consolidated Capital Management
California
$463K – – –
22 23
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