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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 %
JWM
751
JFG Wealth Management
Colorado
$232K +$232K +800 New
LFS
752
Littlejohn Financial Services
Oregon
$232K +$232K +800 New
SI
753
Sava Infond
Slovenia
$232K +$232K +800 New
DWP
754
Destiny Wealth Partners
Florida
$232K +$232K +800 New
FCM
755
Firestone Capital Management
Florida
$232K +$232K +800 New
SIA
756
Soltis Investment Advisors
Utah
$230K +$230K +795 New
WMA
757
West Michigan Advisors
Michigan
$230K +$230K +794 New
WGC
758
Watts Gwilliam & Co
Arizona
$229K +$229K +672 New
PWS
759
Precision Wealth Strategies
Missouri
$226K +$226K +781 New
SAM
760
Smartleaf Asset Management
Massachusetts
$225K +$116K +384 +107%
LAM
761
Lewis Asset Management
California
$224K +$224K +774 New
SF
762
Summit Financial
New Jersey
$224K +$224K +774 New
SIS
763
Strategic Investment Solutions
Illinois
$223K – – –
LP
764
LGL Partners
Pennsylvania
$223K +$223K +770 New
AIP
765
Almanack Investment Partners
Pennsylvania
$222K +$222K +768 New
OCM
766
Objective Capital Management
Ohio
$222K +$222K +767 New
Financial Engines Advisors
767
Financial Engines Advisors
California
$222K +$222K +765 New
KA
768
Kovack Advisors
Florida
$220K +$220K +760 New
AWM
769
Alterna Wealth Management
Texas
$220K +$220K +759 New
CF
770
Convergence Financial
Missouri
$219K +$219K +755 New
FGA
771
Fortis Group Advisors
New Jersey
$219K +$219K +755 New
SPWG
772
Syntegra Private Wealth Group
Missouri
$218K +$218K +752 New
ACGA
773
Atlanta Consulting Group Advisors
Georgia
$217K +$217K +750 New
AIP
774
Arrowpoint Investment Partners
Singapore
$217K +$217K +750 New
NFC
775
Northstar Financial Companies
Pennsylvania
$217K +$217K +750 New
29 30
31
32 33