MSTR icon

Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

267 hedge funds and large institutions have $4.23B invested in Strategy Inc Common Stock Class A in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 107 increasing their positions, 85 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-17
Holders Change %
-5.99%
% of All Funds
4.66%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
42
Increased
107
Reduced
85
Closed
58
Calls
$1.75B
Puts
$1.49B
Net Calls
+$265M
Net Calls Change
-$273M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$633M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$174M
3
Capital World Investors
3
Capital World Investors
California
$83.7M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$36M
5
Goldman Sachs
5
Goldman Sachs
New York
$55.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$4.27M
2
SCM
2
Steadview Capital Management
United Kingdom
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.05M
4
Norges Bank
4
Norges Bank
Norway
$41.1M
5
Group One Trading
5
Group One Trading
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
201
Mutual Advisors
Nebraska
$258K +$12.6K +190 +5%
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$252K -$2.42M -36,420 -91%
KWMG
203
King Wealth Management Group
Florida
$249K +$13.3K +200 +6%
Macquarie Group
204
Macquarie Group
Australia
$245K +$77.9K +1,170 +47%
AP
205
Advisor Partners
California
$235K -$59.9K -900 -20%
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$227K – – –
WHG
207
Westwood Holdings Group
Texas
$222K +$222K +3,340 New
NFSG
208
Newbridge Financial Services Group
Florida
$185K +$6.63K +100 +4%
PHK
209
Point72 Hong Kong
Hong Kong
$185K +$56.6K +850 +44%
BCV
210
Banque Cantonale Vaudoise
Switzerland
$177K – – –
MAM
211
Meeder Asset Management
Ohio
$160K -$121K -1,830 -43%
RE
212
RBC Europe
United Kingdom
$117K +$665 +10 +0.6%
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$116K – – –
SIAP
214
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$116K +$9.94K +150 +9%
Ohio Public Employees Retirement System (OPERS)
215
Ohio Public Employees Retirement System (OPERS)
Ohio
$114K -$25.2K -380 -18%
CF
216
Centaurus Financial
California
$112K -$24.7K -370 -18%
BC
217
Bartlett & Co
Ohio
$100K – – –
SPIA
218
Steward Partners Investment Advisory
New York
$100K +$3.33K +50 +3%
BCWM
219
Bartlett & Co Wealth Management
Ohio
$99.7K – – –
FWM
220
Focused Wealth Management
New York
$98K +$98K +1,470 New
MI
221
Markston International
New York
$86K +$86K +1,300 New
Twin Tree Management
222
Twin Tree Management
Texas
$82K -$1.92M -28,760 -96%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$76K – – –
HWMA
224
Heritage Wealth Management (Arizona)
Arizona
$71K +$71K +1,070 New
SWA
225
Sutton Wealth Advisors
Florida
$63.1K -$665 -10 -1%
7 8
9
10 11