MSTR icon

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 %
PWA
776
Primoris Wealth Advisors
Florida
$217K +$217K +750 New
SA
777
Scarborough Advisors
Maryland
$215K +$215K +743 New
SAM
778
Shell Asset Management
Netherlands
$215K +$215K +744 New
SAS
779
Stelac Advisory Services
New York
$214K – – –
JE
780
JMAC Enterprises
Pennsylvania
$214K +$214K +740 New
T
781
Tidemark
California
$213K +$213K +734 New
CJ
782
Caitlin John
Michigan
$211K -$60K -207 -22%
CIM
783
Chiron Investment Management
New York
$209K +$209K +723 New
LAM
784
L2 Asset Management
Massachusetts
$205K +$205K +709 New
MHWM
785
Montz Harcus Wealth Management
Louisiana
$204K +$204K +703 New
SQA
786
Simon Quick Advisors
New Jersey
$203K +$203K +701 New
PCM
787
Palisade Capital Management
New Jersey
$203K +$203K +700 New
HCM
788
Howland Capital Management
Massachusetts
$203K +$203K +700 New
PPC
789
Pennington Partners & Co
Maryland
$203K +$203K +700 New
BWP
790
Bernardo Wealth Planning
Pennsylvania
$200K +$200K +610 New
HIA
791
Harbor Investment Advisory
Maryland
$193K +$24.6K +85 +15%
JEST
792
JTC Employer Solutions Trustee
Jersey
$182K – – –
CA
793
Continuum Advisory
Idaho
$180K -$43.4K -150 -19%
Fifth Third Bancorp
794
Fifth Third Bancorp
Ohio
$174K +$2.9K +10 +2%
CFD
795
Creative Financial Designs
Indiana
$169K +$64.3K +222 +62%
GI
796
GAMMA Investing
California
$163K +$58.8K +203 +57%
SFG
797
Stonebridge Financial Group
Pennsylvania
$159K +$159K +550 New
AAP
798
Arax Advisory Partners
Colorado
$157K +$139K +480 +762%
LC
799
Lindbrook Capital
California
$156K +$47.8K +165 +44%
TWC
800
TD Waterhouse Canada
Ontario, Canada
$152K -$18.8K -65 -11%
30 31
32
33 34