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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 %
PWMG
876
Private Wealth Management Group
New Jersey
$30.4K +$20.6K +71 +209%
AWM
877
Avondale Wealth Management
Texas
$29K -$86.9K -300 -75%
UB
878
UMB Bank
Missouri
$29K -$14.5K -50 -33%
MG
879
Mather Group
Illinois
$29K – – –
AP
880
Aspect Partners
Virginia
$28.1K +$28.1K +97 New
PFBT
881
Parkside Financial Bank & Trust
Missouri
$27.2K +$22K +76 +422%
CFGS
882
Concourse Financial Group Securities
Alabama
$27.2K +$25.7K +68 +1,700%
SHF
883
Safe Harbor Fiduciary
Florida
$26.6K +$23.7K +82 +820%
FFO
884
Fortitude Family Office
Arizona
$26.1K – – –
DF
885
Dunhill Financial
United Kingdom
$25.7K +$25.7K +89 New
RTC
886
Riverview Trust Company
Washington
$25.2K +$25.2K +87 New
IWP
887
IAG Wealth Partners
Wisconsin
$25.2K +$25.2K +87 New
QCG
888
Quadrant Capital Group
Ohio
$24.9K +$22.3K +77 +856%
TAM
889
Tucker Asset Management
Colorado
$24K +$24K +83 New
CTA
890
Colonial Trust Advisors
South Carolina
$23.2K – – –
AT
891
Arlington Trust
Alabama
$23.2K +$11.6K +40 +100%
OP
892
ORG Partners
Indiana
$21.7K +$21.7K +75 New
MCM
893
MV Capital Management
Maryland
$21.1K +$4.06K +14 +24%
MA
894
Montag & Associates
Georgia
$20.3K +$20.3K +70 New
AFM
895
Aspetuck Financial Management
Connecticut
$20.3K +$20.3K +70 New
GWSA
896
Global Wealth Strategies & Associates
Colorado
$20.3K +$20.3K +70 New
PMFA
897
Plante Moran Financial Advisors
Michigan
$20K +$8.4K +29 +73%
CM
898
Caption Management
Oklahoma
$20K +$20K +69 New
MAM
899
Meeder Asset Management
Ohio
$17.7K -$13K -45 -42%
QL
900
Quarry LP
New York
$17.4K -$98.8K -341 -85%
34 35
36
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