MSTR icon

Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

267 hedge funds and large institutions have $2.37B invested in Strategy Inc Common Stock Class A in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+18
Holders Change %
+7.23%
% of All Funds
4.21%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
46
Increased
99
Reduced
63
Closed
27
Calls
$809M
Puts
$1.37B
Net Calls
-$561M
Net Calls Change
-$50.6M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$74.7M
2
BlackRock
2
BlackRock
New York
$301M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$60.8M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$24.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$351M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$134M
2
Capital World Investors
2
Capital World Investors
California
$24M
3
EC
3
Eminence Capital
New York
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$1.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$609K +$446K +13,020 +273%
KWA
127
Kingswood Wealth Advisors
California
$575K +$575K +16,800 New
AB
128
Amalgamated Bank
New York
$555K +$139K +4,060 +33%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$535K +$535K +15,630 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$522K +$103K +3,010 +25%
DS
131
DRW Securities
Illinois
$514K +$514K +15,000 New
Corient Private Wealth
132
Corient Private Wealth
Florida
$513K -$22.3K -650 -4%
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$509K – – –
AP
134
AtonRa Partners
Switzerland
$508K -$77.4K -2,260 -13%
IA
135
IFP Advisors
Florida
$504K -$17.1K -500 -3%
Belvedere Trading
136
Belvedere Trading
Illinois
$500K -$623K -18,180 -55%
MCI
137
MRP Capital Investments
Georgia
$491K -$147K -4,300 -23%
MMA
138
Miracle Mile Advisors
California
$472K +$472K +13,790 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$468K – – –
PAMS
140
Pictet Asset Management (Switzerland)
Switzerland
$448K +$25.3K +740 +6%
Principal Financial Group
141
Principal Financial Group
Iowa
$447K +$77K +2,250 +21%
VRS
142
Virginia Retirement Systems
Virginia
$445K +$34.2K +1,000 +8%
AQR Capital Management
143
AQR Capital Management
Connecticut
$434K +$434K +12,660 New
William Blair & Company
144
William Blair & Company
Illinois
$416K +$12.3K +360 +3%
Victory Capital Management
145
Victory Capital Management
Texas
$409K +$40.4K +1,180 +11%
AWM
146
Apollon Wealth Management
South Carolina
$408K +$35.6K +1,040 +10%
GWM
147
Geneos Wealth Management
Colorado
$404K -$7.88K -230 -2%
Public Employees Retirement Association of Colorado
148
Public Employees Retirement Association of Colorado
Colorado
$399K – – –
CC
149
Centiva Capital
New York
$372K +$372K +10,870 New
CAM
150
Cresset Asset Management
Illinois
$356K +$110K +3,200 +45%
4 5
6
7 8