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
12.97%
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
$1.29B
2
CF
Cantor Fitzgerald
New York
$1.04B
3
CSD
Clear Street Derivatives
New York
$1.18B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$791M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$526M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$3.66B
2
Morgan Stanley
Morgan Stanley
New York
$1.52B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$305M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.72B
5
Bank of America
Bank of America
North Carolina
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
926
City State Bank
Iowa
$8.69K +$8.69K +30 New
PWA
927
Physician Wealth Advisors
Utah
$8.4K +$8.4K +29 New
AW
928
Avion Wealth
Texas
$8K +$2.07K +8 +35%
AA
929
Addison Advisors
Vermont
$7.24K -$4.35K -15 -38%
NWWA
930
New Wave Wealth Advisors
Arkansas
$7.24K +$7.24K +25 New
MDA
931
Minot DeBlois Advisors
Massachusetts
$7.24K +$7.24K +25 New
PGAM
932
Princeton Global Asset Management
New Jersey
$7.24K +$7.24K +25 New
DWA
933
Delos Wealth Advisors
Texas
$7.24K +$7.24K +25 New
PS
934
Pinney & Scofield
Massachusetts
$7.24K +$7.24K +25 New
CCM
935
Chilton Capital Management
Texas
$6.95K +$6.95K +24 New
QC
936
Quent Capital
New York
$6.66K +$869 +3 +15%
S
937
Sachetta
Massachusetts
$6.37K +$6.37K +22 New
RBC
938
Roble Belko & Company
Pennsylvania
$6K +$3K +10 +100%
BBHC
939
Brown Brothers Harriman & Co
New York
$5.79K +$5.79K +20 New
CPA
940
Compass Planning Associates
Massachusetts
$5.79K +$5.79K +20 New
FDW
941
Fourth Dimension Wealth
Ohio
$5.79K +$5.79K +20 New
SIS
942
Sound Income Strategies
Florida
$5.79K +$5.79K +20 New
RWM
943
Rialto Wealth Management
New York
$5.21K +$5.21K +18 New
ACA
944
American Capital Advisory
Idaho
$4.92K +$4.92K +17 New
BTD
945
BankPlus Trust Department
Mississippi
$4.92K +$4.92K +17 New
VWM
946
Venturi Wealth Management
Texas
$4.63K +$4.63K +16 New
BAM
947
Byrne Asset Management
New Jersey
$4.63K +$4.63K +16 New
CAS
948
Coppell Advisory Solutions
Texas
$4.54K -$31.8K -105 -88%
TCOV
949
Trust Company of Vermont
Vermont
$4.34K – – –
SWM
950
Sugarloaf Wealth Management
Georgia
$4.32K +$4.32K +15 New
36 37
38
39 40