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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 %
C1AG
726
Client 1st Advisory Group
Florida
$266K +$266K +917 New
GCS
727
Gordian Capital (Singapore)
Singapore
$264K +$58K +200 +28%
GFG
728
GR Financial Group
Arizona
$264K +$264K +910 New
Los Angeles Capital Management
729
Los Angeles Capital Management
California
$264K +$264K +910 New
YL
730
YCG LLC
Texas
$264K +$264K +910 New
NPFS
731
Novak & Powell Financial Services
Florida
$262K +$262K +904 New
VHAM
732
Van Hulzen Asset Management
California
$261K +$261K +900 New
FC
733
Farringdon Capital
United Kingdom
$258K +$258K +892 New
IFA
734
Index Fund Advisors
California
$258K +$258K +891 New
CC
735
Centiva Capital
New York
$256K +$256K +885 New
TFGT
736
TS Financial Group (TSFG)
Illinois
$255K +$130K +450 +105%
NRW
737
Nova R Wealth
Kansas
$253K +$253K +873 New
CPA
738
Capital Performance Advisors
California
$252K +$205K +708 +437%
FPGK
739
Financial Partners Group (Kansas)
Kansas
$247K +$247K +851 New
DWG
740
Darden Wealth Group
Michigan
$246K +$246K +850 New
CWM
741
Cordatus Wealth Management
Pennsylvania
$246K +$246K +850 New
PWM
742
Power Wealth Management
Georgia
$241K +$241K +831 New
PWG
743
Portside Wealth Group
Utah
$240K +$240K +830 New
RSWM
744
Robertson Stephens Wealth Management
California
$240K +$240K +829 New
DWAM
745
Duncan Williams Asset Management
Tennessee
$237K +$237K +820 New
SFG
746
Synergy Financial Group
California
$237K +$237K +820 New
MSAM
747
Moloney Securities Asset Management
Missouri
$235K +$235K +813 New
CFG
748
Citizens Financial Group
Rhode Island
$234K +$234K +807 New
JIC
749
Joel Isaacson & Co
New York
$234K +$234K +807 New
Lazard Asset Management
750
Lazard Asset Management
New York
$232K -$5.02M -17,382 -96%
28 29
30
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