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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 %
ASN
676
Advisory Services Network
Georgia
$319K +$319K +1,101 New
RFM
677
Royal Fund Management
Florida
$319K -$40.5K -140 -11%
RCG
678
Regatta Capital Group
California
$319K +$319K +1,100 New
SC
679
Scotia Capital
Ontario, Canada
$318K -$184K -636 -37%
SCA
680
Snowden Capital Advisors
New York
$317K +$317K +1,094 New
KCFA
681
Key Client Fiduciary Advisors
New Jersey
$315K +$315K +1,087 New
DWM
682
Drive Wealth Management
Utah
$314K +$314K +1,083 New
VT
683
Vise Technologies
New York
$313K +$313K +1,080 New
MA
684
Mutual Advisors
Nebraska
$313K +$313K +852 New
GJIA
685
Glass Jacobson Investment Advisors
Maryland
$313K +$255K +879 +440%
OAM
686
Ostrum Asset Management
France
$310K -$12.5K -43 -4%
AFG
687
Atomi Financial Group
New York
$308K +$308K +1,065 New
TSS
688
Two Sigma Securities
New York
$308K -$773K -2,669 -72%
MOS
689
MGO One Seven
Ohio
$308K +$308K +1,062 New
DA
690
Dillon & Associates
Michigan
$307K +$307K +1,060 New
AFG
691
Altiora Financial Group
Ohio
$306K -$284K -982 -48%
WSFS
692
Wilmington Savings Fund Society
Delaware
$306K +$277K +957 +957%
MCI
693
MRP Capital Investments
Georgia
$304K -$130K -450 -30%
CCFM
694
Clear Creek Financial Management
Washington
$300K -$73.9K -255 -20%
CWP
695
Capital Wealth Planning
Florida
$300K +$234K +808 +353%
CGIM
696
Capital Group Investment Management
Singapore
$299K +$299K +1,034 New
GL
697
Graypoint LLC
New York
$298K +$298K +1,028 New
OAC
698
OMERS Administration Corp
Ontario, Canada
$297K +$297K +1,027 New
DWS
699
Discipline Wealth Solutions
South Carolina
$297K +$297K +1,027 New
FA
700
Fedenia Advisers
Wisconsin
$296K +$296K +1,022 New
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