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Strategy Inc Common Stock Class A

287 hedge funds and large institutions have $3.25B invested in Strategy Inc Common Stock Class A in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 106 increasing their positions, 79 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+4
Holders Change %
+1.41%
% of All Funds
4.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
65
Increased
106
Reduced
79
Closed
59
Calls
$2.24B
Puts
$969M
Net Calls
+$1.27B
Net Calls Change
+$807M
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$299K +$166K +3,050 +124%
WPW
177
Waldron Private Wealth
Pennsylvania
$290K +$1.63K +30 +0.6%
II
178
Inspire Investing
Idaho
$279K +$14.7K +270 +6%
KPWS
179
Kestra Private Wealth Services
Texas
$278K -$13.6K -250 -5%
DAS
180
Dynamic Advisor Solutions
Arizona
$276K -$501K -9,190 -64%
TI
181
Truepoint Inc
Ohio
$272K
PAMS
182
Pictet Asset Management (Switzerland)
Switzerland
$272K
HAM
183
Hedges Asset Management
Nevada
$272K +$272K +5,000 New
CCM
184
Carronade Capital Management
Connecticut
$272K +$272K +5,000 New
Franklin Resources
185
Franklin Resources
California
$268K -$80.1K -1,470 -23%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$268K -$19K -350 -7%
Vontobel Holding
187
Vontobel Holding
Switzerland
$261K +$261K +4,800 New
Amundi
188
Amundi
France
$260K -$31.6M -644,220 -99%
MIC
189
Means Investment Company
Maine
$256K +$2.72K +50 +1%
MML Investors Services
190
MML Investors Services
Massachusetts
$252K +$252K +4,630 New
BRWA
191
B. Riley Wealth Advisors
Florida
$248K +$248K +4,550 New
XS
192
XR Securities
Illinois
$235K +$235K +4,310 New
ECM
193
EagleClaw Capital Management
Massachusetts
$235K +$235K +4,320 New
Canada Life
194
Canada Life
Manitoba, Canada
$230K
IWM
195
IHT Wealth Management
Illinois
$230K +$16.9K +310 +8%
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$228K -$29.4K -800 -11%
CAM
197
Close Asset Management
United Kingdom
$221K
CIBC Asset Management
198
CIBC Asset Management
Ontario, Canada
$221K +$6.55K +120 +3%
FFG
199
Frisch Financial Group
New York
$219K
X
200
Xponance
Pennsylvania
$218K +$17.4K +320 +9%