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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+148
Holders Change %
+14.92%
% of All Funds
15.29%
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 %
AP
1101
Aspect Partners
Virginia
$4.85K – – –
MAFA
1102
MJT & Associates Financial Advisory
Minnesota
$4.85K – – –
BBPWM
1103
Blue Bell Private Wealth Management
Pennsylvania
$4.85K – – –
ZBNA
1104
Zions Bancorporation, National Association
Utah
$4.85K +$2.43K +6 +100%
STB
1105
S&T Bank
Pennsylvania
$4.85K +$4.85K +12 New
GCS
1106
Gordian Capital (Singapore)
Singapore
$4.04K -$404K -1,000 -99%
CWP
1107
Concord Wealth Partners
Virginia
$4.04K – – –
PWA
1108
Principia Wealth Advisory
Texas
$4.04K +$808 +2 +25%
RWM
1109
Rialto Wealth Management
New York
$3.64K +$1.62K +4 +80%
T
1110
Tidemark
California
$3.64K -$293K -725 -99%
TLA
1111
Tanglewood Legacy Advisors
Texas
$3.64K – – –
TIM
1112
Tortoise Investment Management
New York
$3.64K +$3.64K +9 New
RTL
1113
Red Tortoise LLC
Georgia
$3.64K +$3.64K +9 New
NWM
1114
Nova Wealth Management
Florida
$3.16K +$3.16K +8 New
PA
1115
Pineridge Advisors
Missouri
$2.83K – – –
TCM
1116
TD Capital Management
Tennessee
$2.83K – – –
WA
1117
Whipplewood Advisors
Colorado
$2.43K -$17.4K -43 -88%
EPW
1118
Evergreen Private Wealth
Colorado
$2.43K +$2.43K +6 New
AP
1119
Atwood & Palmer
Missouri
$2.02K – – –
FMP
1120
Financial Management Professionals
Texas
$2.02K +$404 +1 +25%
EWP
1121
Elevation Wealth Partners
California
$1.62K – – –
JWA
1122
JFS Wealth Advisors
Pennsylvania
$1.62K +$809 +2 +100%
Jones Financial Companies
1123
Jones Financial Companies
Missouri
$1.54K +$1.54K +4 New
CIR
1124
Clear Investment Research
Georgia
$1.21K – – –
BFS
1125
Bare Financial Services
Pennsylvania
$1.21K – – –
43 44
45
46 47