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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
12.97%
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 %
PPA
901
Painted Porch Advisors
California
$17.4K – – –
T
902
Transce3nd
Texas
$16.8K +$16.8K +58 New
HPC
903
HM Payson & Co
Maine
$15.9K -$13K -45 -45%
CWM
904
CarsonAllaria Wealth Management
Illinois
$15.4K -$13.6K -47 -47%
SO
905
Sierra Ocean
California
$15.4K +$15.4K +53 New
AWM
906
AllSquare Wealth Management
New York
$14.5K – – –
BONH
907
Bank of New Hampshire
New Hampshire
$14.5K – – –
TC
908
Trust Company
Kansas
$14.5K +$2.9K +10 +25%
MEG
909
Millstone Evans Group
Colorado
$14.5K +$14.5K +50 New
FFA
910
Frazier Financial Advisors
Ohio
$13.6K +$13.6K +45 New
AssetMark Inc
911
AssetMark Inc
California
$13.6K +$10.7K +37 +370%
BCM
912
Berbice Capital Management
New York
$13K +$13K +45 New
HWM
913
Hemington Wealth Management
Virginia
$12K +$3.27K +12 +38%
HWP
914
Highline Wealth Partners
California
$11K +$2.32K +8 +27%
CA
915
Crewe Advisors
Utah
$11K +$11K +38 New
ADL
916
Asset Dedication LLC
California
$10.7K +$3.19K +11 +42%
RCA
917
Runnymede Capital Advisors
Ohio
$10.7K +$10.7K +37 New
AFG
918
Albion Financial Group
Utah
$10.7K +$10.7K +37 New
FPB
919
First PREMIER Bank
South Dakota
$10K +$10K +34 New
PFA
920
Pathway Financial Advisers
Indiana
$9.56K +$9.56K +33 New
TCM
921
Tradewinds Capital Management
Washington
$9.27K -$40K -138 -81%
CIA
922
Cape Investment Advisory
Georgia
$9.27K +$579 +2 +7%
BIA
923
Bell Investment Advisors
California
$8.98K +$2.9K +10 +48%
DAM
924
Delta Asset Management
Tennessee
$8.69K +$8.69K +30 New
PPWM
925
PFG Private Wealth Management
Florida
$8.69K +$8.69K +30 New
35 36
37
38 39