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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 %
JSL
626
JT Stratford LLC
Georgia
$399K +$399K +1,377 New
VVP
627
Venture Visionary Partners
Ohio
$399K +$399K +1,376 New
FM
628
Family Management
New York
$397K +$8.69K +30 +2%
ICM
629
Ionic Capital Management
New York
$396K +$396K +1,369 New
EFG
630
Everhart Financial Group
Ohio
$392K +$392K +1,352 New
LWM
631
Laidlaw Wealth Management
New York
$390K +$390K +1,347 New
TF
632
Trek Financial
Arizona
$389K +$389K +1,342 New
BCP
633
Berkeley Capital Partners
Georgia
$387K -$114K -393 -23%
MWA
634
Merkkuri Wealth Advisors
New York
$385K +$385K +1,331 New
GCM
635
Generation Capital Management
New York
$381K +$381K +1,317 New
AHL
636
Abel Hall LLC
Louisiana
$377K -$97.3K -336 -21%
IA
637
IFG Advisory
Georgia
$377K +$377K +1,302 New
TWM
638
Tradition Wealth Management
Minnesota
$376K +$376K +1,298 New
MCIA
639
Mountain Capital Investment Advisors
Colorado
$375K +$375K +947 New
FRA
640
Frank Rimerman Advisors
California
$370K +$370K +1,277 New
OIM
641
Oder Investment Management
California
$367K +$11K +38 +3%
USCWA
642
U.S. Capital Wealth Advisors
Texas
$366K +$366K +1,262 New
AIA
643
AssuredPartners Investment Advisors
Florida
$365K +$365K +1,260 New
SH
644
SLT Holdings
Arizona
$362K +$362K +1,250 New
CA
645
CoreCap Advisors
Michigan
$360K +$147K +509 +69%
CTC
646
Central Trust Company
Missouri
$360K +$579 +2 +0.2%
WWP
647
Wise Wealth Partners
Arizona
$360K +$360K +1,242 New
UW
648
Unique Wealth
Florida
$356K +$356K +1,229 New
NAM
649
NorthCrest Asset Manangement
Minnesota
$354K +$354K +1,222 New
CWG
650
Cornerstone Wealth Group
North Carolina
$354K +$354K +1,221 New
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