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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 %
BFIM
651
Beese Fulmer Investment Management
Ohio
$351K +$351K +1,212 New
CGH
652
Crossmark Global Holdings
Texas
$351K +$351K +1,209 New
PS
653
Principal Securities
Iowa
$351K +$199K +688 +132%
ML
654
McAdam LLC
Pennsylvania
$350K +$350K +1,209 New
SRL
655
Scientech Research LLC
New Jersey
$348K -$6.34M -21,897 -95%
LS
656
Livforsakringsbolaget Skandia
Sweden
$348K – – –
ME
657
McIlrath & Eck
Washington
$348K +$348K +1,200 New
RDWM
658
Red Door Wealth Management
Tennessee
$347K +$347K +1,199 New
YCG
659
Yeomans Consulting Group
Georgia
$343K +$343K +1,186 New
MSF
660
Mustard Seed Financial
Arkansas
$341K +$341K +1,179 New
SC
661
Savant Capital
Illinois
$340K -$390K -1,345 -53%
APP
662
Avantax Planning Partners
Iowa
$340K +$340K +1,175 New
MWM
663
Maripau Wealth Management
Indiana
$336K +$336K +1,161 New
AWC
664
Abundance Wealth Counselors
Pennsylvania
$335K -$12.5K -43 -4%
CCM
665
Crew Capital Management
Ohio
$333K +$333K +1,149 New
EI
666
Ethic Inc
New York
$332K +$332K +1,147 New
SWA
667
Strategies Wealth Advisors
Michigan
$330K +$330K +1,011 New
TWM
668
TCFG Wealth Management
California
$329K +$329K +1,137 New
CCM
669
Canal Capital Management
Virginia
$329K +$329K +1,136 New
PPWP
670
Premier Path Wealth Partners
New Jersey
$329K +$329K +1,136 New
WCFA
671
Walkner Condon Financial Advisors
Wisconsin
$325K +$325K +1,122 New
HAS
672
HBW Advisory Services
California
$325K +$325K +1,121 New
GWSG
673
GPS Wealth Strategies Group
Colorado
$324K +$10.1K +35 +3%
SIA
674
Schechter Investment Advisors
Michigan
$324K +$324K +1,120 New
FHB
675
First Hawaiian Bank
Hawaii
$321K +$321K +1,110 New
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