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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

974 hedge funds and large institutions have $31.1B invested in Strategy Inc Common Stock Class A in 2024 Q4 according to their latest regulatory filings, with 393 funds opening new positions, 359 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
+324
Holders Change %
+49.85%
% of All Funds
12.96%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.52%
New
393
Increased
359
Reduced
187
Closed
60
Calls
$23.2B
Puts
$31.6B
Net Calls
-$8.42B
Net Calls Change
-$4.28B

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.17B
2
CF
Cantor Fitzgerald
New York
+$1.04B
3
CSD
Clear Street Derivatives
New York
+$800M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$774M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$520M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.41B
2
Morgan Stanley
Morgan Stanley
New York
-$1.26B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$492M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$333M
5
Bank of America
Bank of America
North Carolina
-$94.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
126
TD Asset Management
Ontario, Canada
$16.7M +$8.87M +30,610 +114%
Nomura Asset Management
127
Nomura Asset Management
Japan
$16.4M +$4.03M +13,926 +33%
Neuberger Berman Group
128
Neuberger Berman Group
New York
$16.4M -$49.4M -170,707 -75%
SM
129
Skaana Management
New York
$15.9M +$11.5M +39,815 +264%
MC
130
Moors & Cabot
Massachusetts
$15.9M +$1.09M +3,752 +7%
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$15.8M +$15.8M +54,453 New
KWA
132
Kingswood Wealth Advisors
California
$15.6M +$2.73M +9,438 +21%
CIA
133
Compass Ion Advisors
Pennsylvania
$15.5M -$10.9M -37,707 -41%
ASRS
134
Arizona State Retirement System
Arizona
$15.4M +$2.29M +7,906 +17%
IAA
135
Independent Advisor Alliance
North Carolina
$15.3M +$3.79M +13,092 +33%
RAM
136
Resona Asset Management
Japan
$15.1M +$1.29M +4,368 +9%
LP
137
LMR Partners
United Kingdom
$15M +$10.7M +36,922 +246%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
138
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.9M -$8.31M -28,687 -36%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$14.8M -$1.68M -5,806 -10%
Wealthfront Advisers
140
Wealthfront Advisers
California
$14.6M +$6.34M +21,906 +77%
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$13.9M +$2.35M +8,100 +20%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$13.9M +$1.58M +5,464 +13%
AFAS
143
Acorn Financial Advisory Services
Virginia
$13.8M -$6M -20,723 -30%
NAM
144
Nissay Asset Management
Japan
$13.5M +$7.19M +21,797 +114%
MS
145
Madden Securities
Texas
$13.4M -$181K -625 -1%
CS
146
Clear Street
New York
$13.2M +$13.2M +45,600 New
GC
147
Guggenheim Capital
Illinois
$12.9M +$11.9M +41,238 +1,307%
AAS
148
Avantax Advisory Services
Texas
$12.8M -$646K -2,232 -5%
CPRC
149
Consolidated Portfolio Review Corp
New York
$12.7M +$12.7M +43,718 New
CWA
150
Capital Wealth Alliance
Arizona
$12.6M +$55.3K +191 +0.4%
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