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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

292 hedge funds and large institutions have $2.29B invested in Strategy Inc Common Stock Class A in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+25
Holders Change %
+9.36%
% of All Funds
4.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
52
Increased
118
Reduced
69
Closed
26
Calls
$847M
Puts
$1.37B
Net Calls
-$525M
Net Calls Change
+$35.4M

Top Buyers

1
SCM
Shaolin Capital Management
Florida
$34.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
$370M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$161M
4
UBS Group
UBS Group
Switzerland
$12M
5
BlackRock
BlackRock
New York
$298M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$8.34M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$33.5M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$7.05M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.1M
5
Group One Trading
Group One Trading
Illinois
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
201
Xponance
Pennsylvania
$215K +$1.64K +50 +0.8%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$212K +$212K +6,460 New
FAIM
203
Financial Advocates Investment Management
Washington
$211K – – –
NA
204
NewEdge Advisors
Louisiana
$211K +$32.8K +1,000 +18%
MLICM
205
Metropolitan Life Insurance Company (MetLife)
New York
$209K +$10.5K +320 +5%
GIA
206
Gladstone Institutional Advisory
Florida
$201K -$44.3K -1,350 -18%
LNC
207
Lincoln National Corp
Pennsylvania
$201K +$201K +6,110 New
US Bancorp
208
US Bancorp
Minnesota
$191K +$98.5K +3,000 +106%
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$164K -$24.6K -750 -13%
Allspring Global Investments
210
Allspring Global Investments
North Carolina
$145K -$30.5K -930 -17%
Capstone Investment Advisors
211
Capstone Investment Advisors
New York
$128K +$128K +3,910 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$121K +$22.3K +680 +23%
CAM
213
Close Asset Management
United Kingdom
$117K – – –
VF
214
VitalStone Financial
Texas
$116K +$116K +2,280 New
TRCT
215
Tower Research Capital (TRC)
New York
$85.4K -$499K -15,190 -85%
KI
216
Kapitalo Investimentos
Brazil
$81.4K +$81.4K +2,480 New
IPW
217
Impact Partnership Wealth
Georgia
$80.1K +$8.21K +250 +11%
KBC Group
218
KBC Group
Belgium
$78K +$78K +2,370 New
CAM
219
Cresset Asset Management
Illinois
$65.7K -$275K -8,390 -81%
MLA
220
MB, Levis & Associates
Pennsylvania
$65.7K – – –
Toronto Dominion Bank
221
Toronto Dominion Bank
Ontario, Canada
$65.7K +$65.7K +2,000 New
GWS
222
Glassman Wealth Services
Virginia
$59.4K +$4.92K +150 +9%
BHWM
223
Beaird Harris Wealth Management
Texas
$56.5K +$44.3K +1,350 +365%
Credit Agricole
224
Credit Agricole
France
$55.8K – – –
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$46.9K +$27.6K +840 +142%
7 8
9
10 11