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Strategy Inc Common Stock Class A

230 hedge funds and large institutions have $1.25B invested in Strategy Inc Common Stock Class A in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 70 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-5
Holders Change %
-2.13%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
67
Reduced
70
Closed
39
Calls
$635M
Puts
$765M
Net Calls
-$130M
Net Calls Change
+$291M
Name Holding Trade Value Shares
Change
Shares
Change %
C
201
Covestor
United Kingdom
$4K -$8.42K -400 -68%
S
202
Surevest
California
$4K
MCC
203
Money Concepts Capital
Florida
$4K
MHR
204
Matthew Hamilton Rosenberg
$4K
FWA
205
FSC Wealth Advisors
New York
$3K
HFM
206
Harvest Fund Management
China
$3K
PWC
207
PYA Waltman Capital
Tennessee
$3K
TSWM
208
Tyler-Stone Wealth Management
Ohio
$3K
HCP
209
Hexagon Capital Partners
Arkansas
$2K -$667 -30 -25%
RG
210
Retirement Group
California
$2K
AIP
211
Almanack Investment Partners
Pennsylvania
$2K +$2K +100 New
HF
212
Halpern Financial
Virginia
$1.06K
SWM
213
Spire Wealth Management
Virginia
$1K -$2.71K -190 -73%
TWA
214
TCI Wealth Advisors
Arizona
$1K -$5.67K -170 -85%
LC
215
Lindbrook Capital
California
$1K -$1.5K -90 -60%
SPIA
216
Steward Partners Investment Advisory
New York
$1K
Pacer Advisors
217
Pacer Advisors
Pennsylvania
$1K
VCM
218
Versant Capital Management
Arizona
$1K
WPWM
219
Western Pacific Wealth Management
Illinois
$1K
Federated Hermes
220
Federated Hermes
Pennsylvania
$1K
IFAM
221
Institutional & Family Asset Management
Colorado
$1K
BTI
222
Blue Trust Inc
Georgia
$1K
WFA
223
Wipfli Financial Advisors
Wisconsin
$1K +$1K +50 New
PO
224
Private Ocean
California
$1K +$1K +70 New
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$136 -$174 -7,870 -56%