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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 %
DIA
601
Dana Investment Advisors
Wisconsin
$462K +$462K +1,595 New
AA
602
Armis Advisers
Georgia
$460K +$460K +1,588 New
RA
603
Resolute Advisors
California
$460K -$409K -1,413 -47%
PCM
604
Presidio Capital Management
California
$456K +$33.3K +115 +8%
FHA
605
Flagship Harbor Advisors
Massachusetts
$454K +$454K +1,566 New
GWANC
606
Guardian Wealth Advisors (North Carolina)
North Carolina
$451K -$64.6K -223 -13%
GI
607
GLOBALT Investments
Georgia
$445K +$445K +1,536 New
CIA
608
Capital Investment Advisors
Georgia
$444K +$444K +1,531 New
PWAC
609
Private Wealth Advisors (California)
California
$435K +$435K +1,503 New
HI
610
Hoey Investments
Pennsylvania
$434K +$401K +1,385 +1,204%
BI
611
Bramshill Investments
Florida
$434K +$434K +1,500 New
XF
612
XML Financial
Maryland
$434K +$434K +1,500 New
MAS
613
Meeder Advisory Services
Ohio
$430K +$430K +1,486 New
BWM
614
Bulltick Wealth Management
Florida
$430K +$430K +1,484 New
MWM
615
Maridea Wealth Management
New York
$429K +$429K +1,481 New
WAAG
616
Wealth Alliance Advisory Group
Kansas
$426K +$78.8K +272 +23%
VAM
617
Vienna Asset Management
California
$425K +$425K +1,467 New
FP
618
Fiduciary Planning
Florida
$423K +$423K +1,459 New
LNWWM
619
Laird Norton Wetherby Wealth Management
California
$420K +$420K +1,451 New
RF
620
Rossby Financial
Florida
$420K +$420K +1,450 New
CAMG
621
CWA Asset Management Group
Florida
$417K +$417K +1,440 New
BTI
622
Blue Trust Inc
Georgia
$416K +$407K +1,406 +4,535%
CI Investments Inc
623
CI Investments Inc
Ontario, Canada
$410K +$5.5K +19 +1%
AC
624
AXQ Capital
New Jersey
$404K -$138K -477 -25%
ACM
625
Arlington Capital Management
Illinois
$402K -$79.1K -273 -16%
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