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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

992 hedge funds and large institutions have $34.8B invested in Strategy Inc Common Stock Class A in 2025 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 492 increasing their positions, 214 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
+18
Holders Change %
+1.85%
% of All Funds
13.47%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.5%
New
158
Increased
492
Reduced
214
Closed
116
Calls
$19.3B
Puts
$24.3B
Net Calls
-$4.95B
Net Calls Change
+$3.46B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.23B
2
BlackRock
BlackRock
New York
+$910M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$759M
4
Morgan Stanley
Morgan Stanley
New York
+$699M
5
Capital International Investors
Capital International Investors
California
+$587M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$733M
2
UBS Group
UBS Group
Switzerland
-$660M
3
Jane Street
Jane Street
New York
-$442M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$309M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTD
951
BankPlus Trust Department
Mississippi
$4.9K – – –
TCM
952
Tradewinds Capital Management
Washington
$4.61K -$4.61K -16 -50%
WAS
953
Winch Advisory Services
Wisconsin
$4.61K +$4.61K +16 New
TCOV
954
Trust Company of Vermont
Vermont
$4.32K – – –
TPCW
955
TD Private Client Wealth
New York
$4.32K +$4.32K +15 New
HFS
956
Hughes Financial Services
Virginia
$4.28K +$4.28K +14 New
BI
957
Binnacle Investments
Iowa
$4.04K +$4.04K +14 New
MAFA
958
MJT & Associates Financial Advisory
Minnesota
$3.46K +$3.46K +12 New
AP
959
Aspect Partners
Virginia
$3.46K -$24.5K -85 -88%
CAWM
960
Capital A Wealth Management
Pennsylvania
$3.46K – – –
BBPWM
961
Blue Bell Private Wealth Management
Pennsylvania
$3.46K +$3.46K +12 New
CWP
962
Concord Wealth Partners
Virginia
$2.88K – – –
TLA
963
Tanglewood Legacy Advisors
Texas
$2.59K – – –
GP
964
Greenline Partners
New York
$2.59K +$2.59K +9 New
PWA
965
Principia Wealth Advisory
Texas
$2.38K +$1.19K +4 +100%
WCM
966
WealthTrak Capital Management
Virginia
$2.31K +$1.15K +4 +100%
PA
967
Pineridge Advisors
Missouri
$2.02K – – –
TCM
968
TD Capital Management
Tennessee
$2.02K +$2.02K +7 New
WT
969
Washington Trust
Rhode Island
$2.02K +$2.02K +7 New
CH
970
Cromwell Holdings
Wyoming
$2.02K +$2.02K +7 New
ZBNA
971
Zions Bancorporation, National Association
Utah
$1.73K +$1.73K +6 New
PWAM
972
Private Wealth Asset Management
Iowa
$1.73K +$1.73K +6 New
RWM
973
Rialto Wealth Management
New York
$1.44K -$3.75K -13 -72%
AP
974
Atwood & Palmer
Missouri
$1.44K +$1.44K +5 New
NC
975
North Capital
Utah
$1.44K +$1.44K +5 New
37 38
39
40 41