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Strategy Inc Common Stock Class A

526 hedge funds and large institutions have $16.3B invested in Strategy Inc Common Stock Class A in 2024 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 148 increasing their positions, 124 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
+159
Holders Change %
+43.32%
% of All Funds
7.63%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.28%
New
213
Increased
148
Reduced
124
Closed
49
Calls
$10.3B
Puts
$17B
Net Calls
-$6.71B
Net Calls Change
-$5.42B
Name Holding Trade Value Shares
Change
Shares
Change %
TPA
176
Trivium Point Advisory
Connecticut
$2.13M +$1.02M +6,000 +92%
SWP
177
Stratos Wealth Partners
Ohio
$2.06M +$413K +2,420 +25%
William Blair & Company
178
William Blair & Company
Illinois
$2.05M -$303K -1,780 -13%
BHCM
179
Boulder Hill Capital Management
New York
$2.05M +$2.05M +12,000 New
GA
180
GSG Advisors
New Jersey
$2.01M
CA
181
Cetera Advisors
Colorado
$2.01M -$1.37M -8,010 -40%
NA
182
NewEdge Advisors
Louisiana
$1.99M +$792K +4,560 +66%
SI
183
Symmetry Investments
Jersey
$1.92M +$1.92M +11,280 New
FA
184
Fiduciary Alliance
South Carolina
$1.86M +$493K +3,010 +36%
RIA
185
Realta Investment Advisors
Delaware
$1.85M -$7.28M -42,730 -80%
FT
186
Fiduciary Trust
Massachusetts
$1.81M +$281K +1,650 +18%
PWM
187
Perigon Wealth Management
California
$1.79M +$111K +650 +7%
AAS
188
Ameritas Advisory Services
Nebraska
$1.79M +$1.79M +14,890 New
Balyasny Asset Management
189
Balyasny Asset Management
Illinois
$1.77M -$46.7M -273,720 -96%
MIM
190
MTM Investment Management
South Carolina
$1.72M -$27.3K -160 -2%
Two Sigma Investments
191
Two Sigma Investments
New York
$1.71M -$127M -746,010 -99%
Hudson Bay Capital Management
192
Hudson Bay Capital Management
Connecticut
$1.7M +$1.7M +10,000 New
SWA
193
Stratos Wealth Advisors
Ohio
$1.7M +$181K +1,060 +12%
CAM
194
Campion Asset Management
Virginia
$1.69M
Millennium Management
195
Millennium Management
New York
$1.68M -$18.6M -109,260 -92%
BPA
196
Beacon Pointe Advisors
California
$1.67M +$644K +3,780 +63%
HH
197
Hilltop Holdings
Texas
$1.64M +$793K +4,650 +93%
IWM
198
IHT Wealth Management
Illinois
$1.62M +$227K +1,330 +16%
SIG
199
Senator Investment Group
New York
$1.59M +$1.59M +9,300 New
AWS
200
Atria Wealth Solutions
New York
$1.58M -$83.5K -490 -5%