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 %
SSG
851
Summit Securities Group
New York
$51.3K -$34.5K -119 -40%
DJSG
852
D.J. St. Germain
Massachusetts
$51.3K +$2.03K +7 +4%
HFS
853
Hopwood Financial Services
Virginia
$50.7K +$50.7K +175 New
OWP
854
ORG Wealth Partners
Texas
$50.7K +$50.7K +175 New
AAG
855
Armstrong Advisory Group
Massachusetts
$49.8K +$35.9K +124 +258%
POIA
856
Pin Oak Investment Advisors
Texas
$49K – – –
FP
857
Financial Perspectives
Minnesota
$48.4K +$48.4K +167 New
TSMHT
858
Thurston Springer Miller Herd & Titak
Indiana
$47.5K -$30.7K -106 -39%
ITIM
859
Indiana Trust & Investment Management
Indiana
$43.4K -$29K -100 -40%
CA
860
Clearstead Advisors
Ohio
$43.4K – – –
VCM
861
Versant Capital Management
Arizona
$40.8K +$11.3K +39 +38%
FGC
862
Financial Gravity Companies
Texas
$40.8K +$40.8K +141 New
NRG
863
Nemes Rush Group
Michigan
$39.4K +$39.4K +136 New
HIIFS
864
Harel Insurance Investments & Financial Services
Israel
$39K +$289 +1 +0.7%
DIP
865
DT Investment Partners
Pennsylvania
$37.7K – – –
GPFA
866
Game Plan Financial Advisors
Ohio
$37.5K +$37.5K +128 New
SWA
867
SOA Wealth Advisors
New York
$37.1K +$37.1K +128 New
SSB
868
Sandy Spring Bank
Maryland
$36.5K +$36.5K +126 New
HNB
869
Huntington National Bank
Ohio
$34.8K +$19.7K +68 +131%
AWM
870
Activest Wealth Management
Florida
$32.7K +$32.7K +113 New
SFA
871
Semmax Financial Advisors
North Carolina
$32.5K – – –
FHA
872
First Horizon Advisors
Tennessee
$32.4K +$32.4K +112 New
CLOS
873
Compagnie Lombard Odier SCmA
Switzerland
$31.9K +$31.9K +110 New
C
874
Covestor
United Kingdom
$31K -$7.18K -25 -19%
HCM
875
Horrell Capital Management
Arkansas
$31K +$31K +107 New
33 34
35
36 37