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 %
RFG
826
REAP Financial Group
Texas
$89.8K – – –
CMP
827
Coston McIsaac & Partners
Maine
$86K -$201K -700 -70%
PAM
828
Parvin Asset Management
South Dakota
$79.1K +$79.1K +273 New
WWP
829
WR Wealth Planners
Missouri
$75.3K +$13.9K +48 +23%
A
830
AlphaQuest
New York
$73.6K -$283K -978 -79%
SFCL
831
Strengthening Families & Communities LLC
Massachusetts
$73K +$73K +251 New
TFM
832
TFC Financial Management
Massachusetts
$72.4K – – –
BFS
833
Burkett Financial Services
South Carolina
$72.4K +$72.4K +250 New
AA
834
Ancora Advisors
Ohio
$69.5K +$20.3K +70 +41%
GM
835
GeoWealth Management
Illinois
$67.5K +$47.8K +165 +243%
CFO
836
CVA Family Office
Colorado
$66.3K +$33.8K +135 +104%
BIG
837
Brooklyn Investment Group
New York
$63.1K +$63.1K +218 New
RMP
838
Richards, Merrill & Peterson
Washington
$62.3K +$62.3K +215 New
FWA
839
FSC Wealth Advisors
New York
$60.8K +$23.2K +80 +62%
WIM
840
Westside Investment Management
California
$59.7K +$59.7K +206 New
MRP
841
Measured Risk Portfolios
California
$59.4K +$59.4K +205 New
PTC
842
Private Trust Company
Ohio
$58.8K -$290 -1 -0.5%
GEA
843
Glen Eagle Advisors
New Jersey
$57.9K -$2.9K -10 -5%
OIA
844
Optimum Investment Advisors
Illinois
$57.9K +$57.9K +200 New
CCC
845
Chelsea Counsel Company
California
$57.9K +$57.9K +200 New
DWM
846
Dogwood Wealth Management
Kansas
$57.4K +$57.4K +198 New
RA
847
Rise Advisors
New York
$55K -$7.24K -25 -12%
LWA
848
Lowe Wealth Advisors
Maryland
$55K +$55K +190 New
DWM
849
Darwin Wealth Management
Florida
$55K – – –
VWM
850
Vermillion Wealth Management
Minnesota
$53.6K +$53.6K +185 New
32 33
34
35 36