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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

1,140 hedge funds and large institutions have $55.2B invested in Strategy Inc Common Stock Class A in 2025 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 513 increasing their positions, 260 reducing their positions, and 71 closing their positions.

Holders
1,140
Holders Change
+148
Holders Change %
+14.92%
% of All Funds
15.3%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.59%
New
232
Increased
513
Reduced
260
Closed
71
Calls
$30.1B
Puts
$38.4B
Net Calls
-$8.23B
Net Calls Change
-$3.27B

Top Buyers

1
CS
1
Clear Street
New York
$2.41B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.27B
3
Morgan Stanley
3
Morgan Stanley
New York
$3.72B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$834M
5
Amundi
5
Amundi
France
$718M

Top Sellers

1
CSD
1
Clear Street Derivatives
New York
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.49B
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.13M
4
CM
4
Capula Management
Cayman Islands
$229K
5
UBS Group
5
UBS Group
Switzerland
$620M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
1076
Princeton Global Asset Management
New Jersey
$10.1K – – –
PS
1077
Pinney & Scofield
Massachusetts
$10.1K – – –
RBC
1078
Roble Belko & Company
Pennsylvania
$10K +$1.2K +3 +14%
KG
1079
Kilter Group
New York
$9.3K +$9.3K +23 New
BGAI
1080
Bruce G. Allen Investments
Colorado
$9.3K +$1.62K +4 +21%
TPCW
1081
TD Private Client Wealth
New York
$8.49K +$2.43K +6 +40%
PP
1082
PFS Partners
New Jersey
$8.49K +$8.49K +21 New
PMFA
1083
Plante Moran Financial Advisors
Michigan
$8.09K -$19.8K -49 -71%
SIS
1084
Sound Income Strategies
Florida
$8.09K – – –
AA
1085
Addison Advisors
Vermont
$8.09K – – –
FDW
1086
Fourth Dimension Wealth
Ohio
$8.09K – – –
DRP
1087
Decker Retirement Planning
Utah
$8.09K +$8.09K +20 New
DWA
1088
Delos Wealth Advisors
Texas
$8.09K +$8.09K +20 New
CSPIA
1089
Cary Street Partners Investment Advisory
Virginia
$7.68K +$7.68K +19 New
BBHC
1090
Brown Brothers Harriman & Co
New York
$7.68K +$7.68K +19 New
CH
1091
Cromwell Holdings
Wyoming
$7.28K +$4.45K +11 +157%
HFS
1092
Hughes Financial Services
Virginia
$6.9K +$1.53K +4 +29%
BTD
1093
BankPlus Trust Department
Mississippi
$6.87K – – –
TCM
1094
Tradewinds Capital Management
Washington
$6.47K – – –
TWD
1095
True Wealth Design
Ohio
$6.27K +$4.31K +11 +220%
TCOV
1096
Trust Company of Vermont
Vermont
$6.06K – – –
RWM
1097
RMG Wealth Management
Wisconsin
$6.03K +$6.03K +14 New
TPWA
1098
Twin Peaks Wealth Advisors
California
$5.89K +$5.89K +15 New
WCM
1099
WealthTrak Capital Management
Virginia
$5.26K +$2.02K +5 +63%
RA
1100
Rise Advisors
New York
$5.26K +$3.64K +9 +225%
42 43
44
45 46