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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
+$33.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.3M
4
UBS Group
UBS Group
Switzerland
+$9.47M
5
BlackRock
BlackRock
New York
+$8.9M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
-$49.9M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$38M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$16.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.1M
5
Group One Trading
Group One Trading
Illinois
-$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
126
C2C Wealth Management
Arizona
$644K +$429K +13,000 +200%
ProShare Advisors
127
ProShare Advisors
Maryland
$641K -$2.63K -80 -0.4%
CA
128
Cetera Advisors
Colorado
$638K +$304K +9,250 +91%
IAA
129
Independent Advisor Alliance
North Carolina
$622K -$46K -1,400 -7%
PI
130
PEAK6 Investments
Illinois
$603K +$602K +18,340 +61,133%
AQR Capital Management
131
AQR Capital Management
Connecticut
$596K +$180K +5,490 +43%
Corient Private Wealth
132
Corient Private Wealth
Florida
$575K +$83.4K +2,540 +17%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$572K -$67.3K -2,050 -11%
AB
134
Amalgamated Bank
New York
$557K +$24.3K +740 +5%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$556K +$56.1K +1,710 +11%
KWA
136
Kingswood Wealth Advisors
California
$552K – – –
Victory Capital Management
137
Victory Capital Management
Texas
$512K +$120K +3,660 +31%
Wellington Management Group
138
Wellington Management Group
Massachusetts
$498K -$1.88M -57,340 -79%
IA
139
IFP Advisors
Florida
$497K +$13.8K +420 +3%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$490K -$23K -700 -4%
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$488K – – –
SG Americas Securities
142
SG Americas Securities
New York
$481K -$10.2M -309,910 -95%
William Blair & Company
143
William Blair & Company
Illinois
$461K +$61.7K +1,880 +15%
FA
144
Faithward Advisors
Pennsylvania
$454K – – –
AWM
145
Apollon Wealth Management
South Carolina
$441K +$49.2K +1,500 +13%
HF
146
HRT Financial
New York
$438K +$438K +13,360 New
Franklin Resources
147
Franklin Resources
California
$433K +$138K +4,200 +47%
Pictet Asset Management
148
Pictet Asset Management
Switzerland
$429K +$429K +13,080 New
SRAM
149
Spouting Rock Asset Management
Pennsylvania
$400K +$400K +12,190 New
EH
150
Equitable Holdings
New York
$387K +$50.6K +1,540 +15%
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