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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 %
CIAS
951
CBIZ Investment Advisory Services
Ohio
$4.06K +$4.06K +14 New
EFMH
952
E Fund Management (HK)
Hong Kong
$4K +$4K +13 New
BGAI
953
Bruce G. Allen Investments
Colorado
$3.48K +$3.48K +12 New
CAWM
954
Capital A Wealth Management
Pennsylvania
$3.48K +$3.48K +12 New
MIFH
955
Migdal Insurance & Financial Holdings
Israel
$3K -$14.4K -48 -83%
BCH
956
Berkshire Capital Holdings
California
$2.9K -$19.2M -66,130 -100%
CWP
957
Concord Wealth Partners
Virginia
$2.9K -$21.4K -74 -88%
MAS
958
MPWM Advisory Solutions
Georgia
$2.9K +$2.9K +10 New
TLA
959
Tanglewood Legacy Advisors
Texas
$2.61K +$2.61K +9 New
CAM
960
Creekmur Asset Management
Illinois
$2.32K -$3.48K -12 -60%
AGWCA
961
Annis Gardner Whiting Capital Advisors
Florida
$2.32K +$2.32K +8 New
CSWM
962
Cassady Schiller Wealth Management
Ohio
$2.03K +$2.03K +7 New
PA
963
Pineridge Advisors
Missouri
$2.03K +$2.03K +7 New
Kayne Anderson Rudnick Investment Management
964
Kayne Anderson Rudnick Investment Management
California
$1.67K +$1.67K +5 New
EWP
965
Elevation Wealth Partners
California
$1.16K +$1.16K +4 New
WCM
966
WealthTrak Capital Management
Virginia
$1.16K +$1.16K +4 New
PWA
967
Principia Wealth Advisory
Texas
$1.16K +$1.16K +4 New
HBW
968
Hazlett, Burt & Watson
West Virginia
$1K +$1K +5 New
FMP
969
Financial Management Professionals
Texas
$869 +$869 +3 New
CIR
970
Clear Investment Research
Georgia
$869 +$869 +3 New
RAM
971
Riggs Asset Management
Pennsylvania
$606 +$606 +2 New
VWA
972
Valued Wealth Advisors
Utah
$580 – – –
HCP
973
Hexagon Capital Partners
Arkansas
$579 – – –
TWD
974
True Wealth Design
Ohio
$435 +$435 +2 New
IAIM
975
International Assets Investment Management
Florida
– -$1.42K -238,569 Closed
37 38
39
40 41