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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 %
RFC
701
Regions Financial Corp
Alabama
$295K +$295K +1,020 New
PI
702
PineBridge Investments
New York
$295K +$295K +1,018 New
SWP
703
Sagespring Wealth Partners
Tennessee
$294K +$294K +1,015 New
BDF
704
Black Diamond Financial
Maryland
$293K +$293K +1,013 New
TFS
705
Thoroughbred Financial Services
Tennessee
$293K +$293K +1,014 New
FFA
706
Florida Financial Advisors
Florida
$292K +$292K +1,010 New
AWM
707
Abound Wealth Management
Tennessee
$291K +$117K +403 +67%
W
708
Wealthquest
Ohio
$290K +$290K +1,002 New
IFO
709
Independent Family Office
New York
$290K -$898K -3,100 -76%
RI
710
Ridgewood Investments
New Jersey
$290K – – –
JC
711
JBF Capital
Colorado
$290K +$290K +1,000 New
WCM
712
Whitener Capital Management
North Carolina
$290K +$290K +1,000 New
TC
713
Tejara Capital
United Kingdom
$290K +$290K +1,000 New
SMC
714
Smith, Moore & Co
Missouri
$289K -$105K -361 -27%
AF
715
Affiance Financial
Minnesota
$287K +$287K +992 New
MGIA
716
Moneta Group Investment Advisors
Missouri
$286K +$286K +989 New
ABC
717
Associated Banc-Corp
Wisconsin
$284K -$397K -1,370 -58%
VC
718
Veracity Capital
Georgia
$283K +$283K +977 New
PCP
719
Proficio Capital Partners
Massachusetts
$282K +$282K +975 New
SW
720
SteelPeak Wealth
California
$280K +$280K +967 New
NFP
721
Narus Financial Partners
Utah
$276K -$176K -607 -39%
AWM
722
Accurate Wealth Management
Florida
$273K +$273K +833 New
LWM
723
LJI Wealth Management
Indiana
$271K +$271K +936 New
CFO
724
Callan Family Office
Pennsylvania
$267K +$267K +923 New
SEP
725
Southland Equity Partners
Missouri
$266K +$266K +917 New
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