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
12.96%
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 %
IMCOOI
1001
Investment Management Corp of Ontario (IMCO)
Canada
– -$877K -5,200 Closed
ACP
1002
Aveo Capital Partners
Colorado
– -$800K -4,742 Closed
BFM
1003
Boothbay Fund Management
New York
– -$709K -4,206 Closed
PP
1004
Paloma Partners
Connecticut
– -$691K -4,100 Closed
SFG
1005
Sunburst Financial Group
Alabama
– -$617K -3,660 Closed
PA
1006
Procyon Advisors
Connecticut
– -$595K -3,530 Closed
BB
1007
Berkshire Bank
Massachusetts
– -$556K -3,300 Closed
MA
1008
MYDA Advisors
New York
– -$506K -3,000 Closed
BRG
1009
Bay Rivers Group
Virginia
– -$477K -2,830 Closed
EMAM
1010
Encompass More Asset Management
California
– -$435K -2,582 Closed
OTL
1011
Oak Thistle LLC
New York
– -$416K -2,469 Closed
AR
1012
Advisory Research
Illinois
– -$337K -1,998 Closed
QCM
1013
Qsemble Capital Management
New York
– -$326K -1,931 Closed
IWP
1014
Innova Wealth Partners
Pennsylvania
– -$280K -1,660 Closed
CA
1015
Calton & Associates
Florida
– -$280K -1,660 Closed
DA
1016
Doliver Advisors
Texas
– -$269K -1,598 Closed
HB
1017
Horizon Bancorp
Indiana
– -$261K -1,550 Closed
VIM
1018
Vinva Investment Management
Australia
– -$246K -1,536 Closed
CC
1019
Courier Capital
New York
– -$244K -1,450 Closed
CWM
1020
Centric Wealth Management
Illinois
– -$353K -1,370 Closed
JCIA
1021
Jackson Creek Investment Advisors
Colorado
– -$211K -1,250 Closed
PWPS
1022
Pinnacle Wealth Planning Services
Ohio
– -$210K -1,244 Closed
CG
1023
CFO4Life Group
Texas
– -$207K -1,230 Closed
AC
1024
ASB Consultores
Florida
– -$206K -1,220 Closed
AA
1025
AlphaQ Advisors
Florida
– -$204K -1,211 Closed
38 39 40
41
42