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Strategy Inc Common Stock Class A

526 hedge funds and large institutions have $16.3B invested in Strategy Inc Common Stock Class A in 2024 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 148 increasing their positions, 124 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
+159
Holders Change %
+43.32%
% of All Funds
7.63%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.28%
New
213
Increased
148
Reduced
124
Closed
49
Calls
$10.3B
Puts
$17B
Net Calls
-$6.71B
Net Calls Change
-$5.42B
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
101
Creative Planning
Kansas
$8.42M +$922K +5,410 +12%
LC
102
Longitude (Cayman)
Cayman Islands
$8.18M -$2.22M -13,000 -21%
Federated Hermes
103
Federated Hermes
Pennsylvania
$7.99M +$7.99M +46,900 New
DWM
104
Dakota Wealth Management
Florida
$7.67M +$7.67M +45,000 New
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$7.56M +$590K +3,460 +8%
Wolverine Trading
106
Wolverine Trading
Illinois
$7.5M +$7.5M +44,010 New
KWA
107
Kingswood Wealth Advisors
California
$7.39M +$3.96M +23,210 +115%
CWA
108
Capital Wealth Alliance
Arizona
$7.29M +$13.6K +80 +0.2%
MS
109
Madden Securities
Texas
$7.28M +$7.28M +42,680 New
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$7.13M +$2.22M +4,090 +45%
ASRS
111
Arizona State Retirement System
Arizona
$6.93M +$1.15M +6,770 +20%
HighTower Advisors
112
HighTower Advisors
Illinois
$6.81M -$6.02M -35,330 -47%
AFAS
113
Acorn Financial Advisory Services
Virginia
$6.8M -$324K -1,900 -5%
CAN
114
Cetera Advisor Networks
California
$6.5M +$4.96M +29,070 +322%
SVI
115
Strategic Vision Investment
Hong Kong
$6.31M +$6.31M +37,000 New
Walleye Capital
116
Walleye Capital
New York
$6.31M +$6.31M +37,000 New
PAG
117
Private Advisor Group
New Jersey
$5.86M -$1.24M -7,260 -17%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$5.8M +$4.62M +27,120 +392%
Marshall Wace
119
Marshall Wace
United Kingdom
$5.58M -$28.2M -165,370 -83%
AAS
120
Avantax Advisory Services
Texas
$5.53M -$1.42M -8,330 -20%
Mariner
121
Mariner
Kansas
$5.49M +$1.9M +11,130 +53%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$5.49M +$791K +4,640 +17%
ProShare Advisors
123
ProShare Advisors
Maryland
$5.35M +$1.27M +7,460 +31%
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$5.31M -$3.38M -19,800 -39%
MOACM
125
Mutual of America Capital Management
New York
$5.27M -$280K -1,640 -5%