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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 %
Franklin Resources
151
Franklin Resources
California
$937K +$104K +1,640 +12%
MCI
152
MRP Capital Investments
Georgia
$910K -$2.52M -39,860 -73%
Principal Financial Group
153
Principal Financial Group
Iowa
$892K +$160K +2,530 +22%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$891K +$356K +5,630 +66%
AWM
155
Apollon Wealth Management
South Carolina
$880K +$32.2K +510 +4%
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$872K +$45.5K +720 +6%
William Blair & Company
157
William Blair & Company
Illinois
$871K -$15.8K -250 -2%
SRL
158
Scientech Research LLC
New Jersey
$845K +$845K +13,380 New
RIL
159
Rothschild Investment LLC
Illinois
$821K +$821K +13,000 New
SRAM
160
Spouting Rock Asset Management
Pennsylvania
$803K +$32.8K +520 +4%
GWM
161
Geneos Wealth Management
Colorado
$796K +$67K +1,060 +9%
GA
162
GSG Advisors
New Jersey
$789K +$158K +2,500 +25%
AIP
163
Ameritas Investment Partners
Nebraska
$781K +$87.2K +1,380 +13%
GCM
164
Glaxis Capital Management
Florida
$758K +$758K +12,000 New
RP
165
Regal Partners
Australia
$758K +$758K +12,000 New
AAS
166
Annex Advisory Services
Wisconsin
$749K +$749K +11,860 New
S
167
ShariaPortfolio
Florida
$747K +$131K +2,080 +21%
Public Employees Retirement Association of Colorado
168
Public Employees Retirement Association of Colorado
Colorado
$736K – – –
BAM
169
BOCHK Asset Management
Hong Kong
$726K +$726K +11,500 New
Canada Life
170
Canada Life
Manitoba, Canada
$721K +$97.3K +1,550 +16%
KWMG
171
King Wealth Management Group
Florida
$697K +$82.1K +1,300 +13%
RG
172
Rathbones Group
United Kingdom
$695K +$269K +4,260 +63%
FAM
173
Flaharty Asset Management
Florida
$685K +$63.2K +1,000 +10%
T
174
TOBAM
France
$680K +$149K +2,360 +28%
MSFS
175
Main Street Financial Solutions
Pennsylvania
$664K +$664K +10,510 New
5 6
7
8 9