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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

367 hedge funds and large institutions have $5.52B invested in Strategy Inc Common Stock Class A in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 152 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
5.38%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
101
Increased
152
Reduced
51
Closed
24
Calls
$2.18B
Puts
$3.47B
Net Calls
-$1.29B
Net Calls Change
-$768M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$761M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$181M
3
BlackRock
BlackRock
New York
$646M
4
Norges Bank
Norges Bank
Norway
$71M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$49.2M

Top Sellers

1
GH
GAM Holding
Switzerland
$9.15M
2
Simplex Trading
Simplex Trading
Illinois
$4.19M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.99M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$1.66M +$316K +5,000 +23%
RJFSA
127
Raymond James Financial Services Advisors
Florida
$1.64M -$47.4K -750 -3%
CPA
128
Cardiff Park Advisors
California
$1.6M – – –
BW
129
BIP Wealth
Georgia
$1.58M – – –
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$1.57M +$498K +7,880 +47%
ProShare Advisors
131
ProShare Advisors
Maryland
$1.51M +$277K +4,390 +22%
TRCT
132
Tower Research Capital (TRC)
New York
$1.49M +$1.32M +20,970 +807%
ACM
133
Arlington Capital Management
Illinois
$1.49M +$1.49M +23,540 New
LCM
134
LCM Capital Management
Illinois
$1.43M – – –
Truist Financial
135
Truist Financial
North Carolina
$1.41M +$1.41M +22,390 New
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$1.38M +$442K +7,000 +47%
Victory Capital Management
137
Victory Capital Management
Texas
$1.38M +$392K +6,210 +40%
SWM
138
Spire Wealth Management
Virginia
$1.36M +$68.3K +1,420 +5%
SPS
139
Susquehanna Portfolio Strategies
Pennsylvania
$1.36M +$1.36M +21,540 New
Mariner
140
Mariner
Kansas
$1.33M +$603K +9,540 +83%
KWA
141
Kingswood Wealth Advisors
California
$1.27M +$210K +3,320 +20%
Parallax Volatility Advisers
142
Parallax Volatility Advisers
California
$1.26M +$631K +9,990 +100%
CA
143
Cetera Advisors
Colorado
$1.25M +$22.1K +350 +2%
IAA
144
Independent Advisor Alliance
North Carolina
$1.24M +$41.1K +650 +3%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$1.21M +$105K +1,660 +10%
HF
146
HRT Financial
New York
$1.13M +$289K +4,570 +34%
AB
147
Amalgamated Bank
New York
$1.11M +$36.6K +580 +3%
SO
148
STRS Ohio
Ohio
$1.01M +$442K +7,000 +78%
ARC
149
Advisor Resource Council
Texas
$1M +$1M +15,880 New
EH
150
Equitable Holdings
New York
$987K +$242K +3,830 +32%
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