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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 %
N
101
Natixis
France
$1.18M +$525K +15,980 +80%
KFA
102
Kapstone Financial Advisors
Ohio
$1.14M +$35.8K +1,090 +3%
Creative Planning
103
Creative Planning
Kansas
$1.07M -$62K -1,890 -5%
HIMC
104
Heritage Investors Management Corp
Maryland
$1.06M -$1.31K -40 -0.1%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$1.04M +$6.57K +200 +0.6%
NL
106
NKCFO LLC
Illinois
$1.03M +$164K +5,000 +19%
ASRS
107
Arizona State Retirement System
Arizona
$1.03M +$15.4K +470 +2%
BBA
108
Baader Bank Aktiengesellschaft
Germany
$1M +$78.6K +2,400 +9%
Citigroup
109
Citigroup
New York
$1M -$1.47M -44,790 -59%
PA
110
Pinnacle Associates
New York
$903K +$46.9K +1,430 +5%
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$889K +$40.2K +1,230 +5%
ECM
112
EagleClaw Capital Management
Massachusetts
$888K – – –
SWM
113
Spire Wealth Management
Virginia
$885K +$43.7K +1,330 +5%
RJFSA
114
Raymond James Financial Services Advisors
Florida
$878K +$32.5K +990 +4%
MC
115
Moors & Cabot
Massachusetts
$877K +$39.1K +1,190 +5%
RA
116
RFG Advisory
Alabama
$850K +$74.2K +2,260 +10%
CPA
117
Cardiff Park Advisors
California
$832K +$832K +25,350 New
BW
118
BIP Wealth
Georgia
$821K +$821K +25,000 New
Amundi
119
Amundi
France
$805K +$150K +4,720 +23%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$802K +$186K +5,670 +30%
Two Sigma Advisers
121
Two Sigma Advisers
New York
$755K -$6.14M -187,000 -89%
LCM
122
LCM Capital Management
Illinois
$742K +$2.63K +80 +0.4%
MCI
123
MRP Capital Investments
Georgia
$702K +$516K +39,910 +278%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$701K +$701K +21,360 New
JPMPWA
125
J.P. Morgan Private Wealth Advisors
California
$662K -$423K -12,880 -39%
3 4
5
6 7