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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 %
American Century Companies
176
American Century Companies
Missouri
$662K +$662K +10,480 New
CCC
177
Chesapeake Capital Corp
Florida
$651K +$651K +10,300 New
MIM
178
MTM Investment Management
South Carolina
$649K +$25.9K +410 +4%
Vontobel Holding
179
Vontobel Holding
Switzerland
$647K – – –
OCM
180
One Capital Management
California
$644K – – –
WT
181
Whittier Trust
California
$632K – – –
CAM
182
Campion Asset Management
Virginia
$628K – – –
DA
183
Duality Advisers
Florida
$627K +$191K +3,030 +44%
PWM
184
Perigon Wealth Management
California
$624K +$2.53K +40 +0.4%
AWS
185
Atria Wealth Solutions
New York
$617K – – –
SWP
186
Stratos Wealth Partners
Ohio
$610K +$3.79K +60 +0.6%
DC
187
Diametric Capital
Massachusetts
$608K +$608K +9,620 New
PCP
188
Proficio Capital Partners
Massachusetts
$600K +$600K +9,500 New
Wellington Management Group
189
Wellington Management Group
Massachusetts
$599K -$359K -5,680 -37%
CAM
190
Cresset Asset Management
Illinois
$582K +$456K +7,220 +361%
AP
191
AtonRa Partners
Switzerland
$580K -$157K -2,480 -21%
Prudential Financial
192
Prudential Financial
New Jersey
$580K +$70.7K +1,120 +14%
CAN
193
Cetera Advisor Networks
California
$571K +$117K +1,850 +26%
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$570K -$372K -5,900 -40%
FT
195
Fiduciary Trust
Massachusetts
$565K +$565K +8,950 New
SWA
196
Stratos Wealth Advisors
Ohio
$564K +$70.8K +1,120 +14%
ISL
197
Ingalls & Snyder LLC
New York
$550K – – –
GSC
198
Grey Street Capital
Illinois
$537K +$94.7K +1,500 +21%
NL
199
NWAM LLC
Washington
$530K +$530K +8,390 New
FA
200
Fiduciary Alliance
South Carolina
$526K +$526K +8,330 New
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