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 %
EH
151
Equitable Holdings
New York
$351K +$351K +10,250 New
CA
152
Cetera Advisors
Colorado
$349K +$6.85K +200 +2%
FA
153
Faithward Advisors
Pennsylvania
$346K -$384 -10 -0.1%
CAM
154
Campion Asset Management
Virginia
$340K – – –
WS
155
Wedbush Securities
California
$338K -$87.2K -2,550 -21%
PWM
156
Perigon Wealth Management
California
$337K +$337K +9,840 New
AWS
157
Atria Wealth Solutions
New York
$335K -$23.3K -680 -7%
KWMG
158
King Wealth Management Group
Florida
$334K – – –
MIM
159
MTM Investment Management
South Carolina
$323K +$12.3K +360 +4%
CPIG
160
Chicago Partners Investment Group
Illinois
$319K +$4.48K +110 +1%
II
161
Inspire Investing
Idaho
$317K -$2.05K -60 -0.6%
Mariner
162
Mariner
Kansas
$314K -$65.7K -1,920 -17%
AIP
163
Ameritas Investment Partners
Nebraska
$313K +$46.9K +1,370 +18%
Franklin Resources
164
Franklin Resources
California
$308K +$308K +9,000 New
PHS
165
Pekin Hardy Strauss
Illinois
$300K +$300K +8,750 New
KWM
166
Kingsview Wealth Management
Oregon
$298K +$298K +8,690 New
CWM
167
C2C Wealth Management
Arizona
$292K +$292K +6,500 New
FC
168
FORA Capital
Florida
$291K +$291K +8,510 New
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$284K -$71.9K -2,100 -20%
KAS
170
Kestra Advisory Services
Texas
$278K +$278K +8,110 New
IWM
171
IHT Wealth Management
Illinois
$271K -$6.85K -200 -2%
FAM
172
Flaharty Asset Management
Florida
$268K – – –
Mackenzie Financial
173
Mackenzie Financial
Ontario, Canada
$263K +$263K +6,960 New
VCP
174
Verus Capital Partners
Arizona
$260K – – –
GIA
175
Gladstone Institutional Advisory
Florida
$255K +$255K +7,460 New
5 6
7
8 9