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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 %
WA
801
WPG Advisers
Maryland
$151K +$151K +522 New
WB
802
Webster Bank
Connecticut
$151K +$34.8K +120 +30%
Renaissance Technologies
803
Renaissance Technologies
New York
$150K -$680K -155,471 -82%
AA
804
AlphaMark Advisors
Kentucky
$148K +$104K +360 +240%
GC
805
Garde Capital
Washington
$145K +$145K +500 New
OC
806
Oarsman Capital
Wisconsin
$145K – – –
LCS
807
Levin Capital Strategies
New York
$145K +$145K +500 New
TC
808
Truvestments Capital
Florida
$139K +$139K +479 New
PA
809
PSI Advisors
Florida
$133K +$46.3K +160 +53%
SS
810
Sunbelt Securities
Texas
$131K +$83K +274 +171%
VC
811
Vestor Capital
Illinois
$131K -$10.7K -37 -8%
BWL
812
Bogart Wealth LLC
Virginia
$114K -$146K -505 -56%
SIC
813
Salem Investment Counselors
North Carolina
$113K +$43.7K +151 +63%
SAM
814
S.A. Mason
Michigan
$113K +$113K +390 New
HWM
815
HighMark Wealth Management
Minnesota
$112K +$42.6K +147 +61%
SFFS
816
Stonehage Fleming Financial Services
Jersey
$109K +$63.1K +218 +136%
CAL
817
Capital Advisors Ltd
Ohio
$109K -$7.27K -25 -6%
TFIPS
818
Towarzystwo Funduszy Inwestycyjnych PZU SA
$106K +$62.3K +215 +143%
HIP
819
HUB Investment Partners
Texas
$105K -$771K -2,662 -88%
MHR
820
Matthew Hamilton Rosenberg
$98.8K +$37.9K +131 +62%
PCFFS
821
Pacific Center for Financial Services
California
$95.6K +$95.6K +330 New
NSIM
822
North Star Investment Management
Illinois
$94.1K +$7.24K +25 +8%
CP
823
Castleview Partners
Texas
$93.6K +$93.6K +312 New
SIC
824
SJS Investment Consulting
Ohio
$92.7K +$92.7K +320 New
CPG
825
Cornerstone Planning Group
New Jersey
$91.2K +$89.8K +258 +6,450%
31 32
33
34 35