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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

292 hedge funds and large institutions have $2.29B invested in Strategy Inc Common Stock Class A in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+25
Holders Change %
+9.36%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
52
Increased
118
Reduced
69
Closed
26
Calls
$847M
Puts
$1.37B
Net Calls
-$525M
Net Calls Change
+$35.4M

Top Buyers

1
SCM
Shaolin Capital Management
Florida
$34.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
$370M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$161M
4
UBS Group
UBS Group
Switzerland
$12M
5
BlackRock
BlackRock
New York
$298M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$8.34M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$33.5M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$7.05M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.1M
5
Group One Trading
Group One Trading
Illinois
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$2.14M +$236K +7,180 +12%
AFAS
77
Acorn Financial Advisory Services
Virginia
$1.95M -$450K -13,700 -19%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.94M +$503K +15,310 +35%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$1.92M +$492K +15,000 +34%
MIM
80
MetLife Investment Management
New Jersey
$1.91M – – –
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$1.91M +$1.91M +58,120 New
Stifel Financial
82
Stifel Financial
Missouri
$1.86M +$1.09M +33,130 +141%
AIG
83
American International Group
New York
$1.81M +$64.3K +1,960 +4%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$1.8M -$167K -5,100 -8%
RIA
85
Realta Investment Advisors
Delaware
$1.74M – – –
AG
86
Algert Global
California
$1.64M +$65.7K +2,000 +4%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$1.56M +$16.7K +510 +1%
AWM
88
AE Wealth Management
Kansas
$1.49M -$963K -29,340 -39%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$1.49M +$1.44M +43,770 +2,842%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$1.45M +$13.8K +420 +1%
EGM
91
Engineers Gate Manager
New York
$1.44M +$1.44M +43,960 New
PAG
92
Private Advisor Group
New Jersey
$1.39M +$76.5K +2,330 +6%
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$1.31M -$379K -11,130 -22%
CWA
94
Capital Wealth Alliance
Arizona
$1.28M -$985 -30 -0.1%
AAS
95
Avantax Advisory Services
Texas
$1.26M +$17.7K +540 +1%
KAS
96
Kestra Advisory Services
Texas
$1.25M +$984K +29,980 +370%
Belvedere Trading
97
Belvedere Trading
Illinois
$1.25M +$768K +23,380 +160%
Ensign Peak Advisors
98
Ensign Peak Advisors
Utah
$1.24M – – –
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$1.2M +$754K +22,960 +168%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$1.19M +$225K +6,870 +23%
2 3
4
5 6