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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 %
T
176
TOBAM
France
$251K -$46.2K -1,350 -16%
AFO
177
Arrowroot Family Office
California
$247K -$237K -6,920 -49%
SO
178
STRS Ohio
Ohio
$239K +$239K +7,000 New
SWP
179
Stratos Wealth Partners
Ohio
$238K -$10.3K -300 -4%
NFSG
180
Newbridge Financial Services Group
Florida
$236K +$6.85K +200 +3%
CAN
181
Cetera Advisor Networks
California
$230K +$230K +6,720 New
X
182
Xponance
Pennsylvania
$223K +$223K +6,510 New
FAIM
183
Financial Advocates Investment Management
Washington
$220K +$220K +6,430 New
SMDAM
184
Sumitomo Mitsui DS Asset Management
Japan
$209K -$77.7K -2,270 -27%
MLICM
185
Metropolitan Life Insurance Company (MetLife)
New York
$207K +$28.4K +830 +16%
SAM
186
Silvercrest Asset Management
New York
$205K +$205K +6,000 New
Vontobel Holding
187
Vontobel Holding
Switzerland
$204K +$204K +5,960 New
QC
188
QCM Cayman
Texas
$202K -$70.5K -2,060 -26%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$197K +$22.3K +650 +13%
NA
190
NewEdge Advisors
Louisiana
$186K -$61K -1,780 -25%
Allspring Global Investments
191
Allspring Global Investments
North Carolina
$183K +$33.9K +990 +23%
Canada Life
192
Canada Life
Manitoba, Canada
$148K -$690 -20 -0.5%
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K +$51.4K +1,500 +68%
CAM
194
Close Asset Management
United Kingdom
$122K +$15K +440 +14%
AF
195
Allworth Financial
California
$110K – – –
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$103K +$31.8K +930 +45%
US Bancorp
197
US Bancorp
Minnesota
$96.6K +$9.25K +270 +11%
FIA
198
FNY Investment Advisers
New York
$75K +$40.9K +1,200 +120%
IPW
199
Impact Partnership Wealth
Georgia
$75K +$75K +2,190 New
MLA
200
MB, Levis & Associates
Pennsylvania
$68.5K – – –
6 7
8
9 10