MSTR icon

Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

650 hedge funds and large institutions have $15.4B invested in Strategy Inc Common Stock Class A in 2024 Q3 according to their latest regulatory filings, with 134 funds opening new positions, 275 increasing their positions, 146 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+66
Holders Change %
+11.3%
% of All Funds
9.4%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.38%
New
134
Increased
275
Reduced
146
Closed
65
Calls
$8.26B
Puts
$12.4B
Net Calls
-$4.14B
Net Calls Change
-$486M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.94B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.62B
3
CSD
3
Clear Street Derivatives
New York
$220M
4
BlackRock
4
BlackRock
New York
$1.6B
5
Bank of America
5
Bank of America
North Carolina
$134M

Top Sellers

1
Jane Street
1
Jane Street
New York
$178M
2
Wolverine Trading
2
Wolverine Trading
Illinois
$4.68M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$464M
4
Citadel Advisors
4
Citadel Advisors
Florida
$37.8M
5
Millennium Management
5
Millennium Management
New York
$21.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$3.78M +$70.6K +419 +2%
HIMC
177
Heritage Investors Management Corp
Maryland
$3.76M -$18.5K -110 -0.5%
IUHSA
178
Itau Unibanco Holding S.A.
Brazil
$3.71M +$3.71M +22,000 New
PCWA
179
Pacific Capital Wealth Advisors
California
$3.7M +$3.7M +21,921 New
DZ Bank
180
DZ Bank
Germany
$3.65M +$366K +2,170 +11%
SPS
181
Susquehanna Portfolio Strategies
Pennsylvania
$3.63M – – –
SSA
182
Schonfeld Strategic Advisors
New York
$3.59M +$2.22M +13,148 +162%
Capstone Investment Advisors
183
Capstone Investment Advisors
New York
$3.54M +$3.48M +20,630 +6,068%
LC
184
Longitude (Cayman)
Cayman Islands
$3.49M -$2.75M -16,300 -44%
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$3.48M -$633K -3,753 -15%
Toronto Dominion Bank
186
Toronto Dominion Bank
Ontario, Canada
$3.34M -$62.6K -371 -2%
AWM
187
Apollon Wealth Management
South Carolina
$3.27M +$1.07M +6,331 +48%
NAM
188
Nissay Asset Management
Japan
$3.21M +$99.1K +588 +3%
Lazard Asset Management
189
Lazard Asset Management
New York
$3.07M +$2.95M +17,525 +2,655%
HT
190
Headlands Technologies
Illinois
$3.01M +$306K +1,817 +11%
FIA
191
FNY Investment Advisers
New York
$2.8M +$2.5M +14,832 +843%
SAM
192
Secure Asset Management
Michigan
$2.78M +$151K +893 +6%
SA
193
SRN Advisors
Pennsylvania
$2.76M -$816K -4,841 -23%
CGPCS
194
Capital Group Private Client Services
California
$2.74M +$2.74M +16,255 New
SWM
195
Spire Wealth Management
Virginia
$2.72M +$82.6K +490 +3%
FA
196
Fiduciary Alliance
South Carolina
$2.68M +$498K +2,951 +23%
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$2.67M – – –
HR
198
Howe & Rusling
New York
$2.59M -$693K -4,112 -21%
BC
199
BIT Capital
Germany
$2.59M +$990K +5,870 +62%
GRP
200
Global Retirement Partners
California
$2.58M -$1.29M -7,656 -33%
6 7
8
9 10