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Strategy Inc Common Stock Class A

367 hedge funds and large institutions have $5.52B invested in Strategy Inc Common Stock Class A in 2023 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 152 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+75
Holders Change %
+25.68%
% of All Funds
5.38%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
101
Increased
152
Reduced
51
Closed
24
Calls
$2.18B
Puts
$3.47B
Net Calls
-$1.29B
Net Calls Change
-$768M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
201
IHT Wealth Management
Illinois
$515K
VA
202
Vident Advisory
Georgia
$515K -$71.4K -1,130 -12%
SMDAM
203
Sumitomo Mitsui DS Asset Management
Japan
$512K +$45.5K +720 +10%
CPIG
204
Chicago Partners Investment Group
Illinois
$502K +$141K +3,120 +39%
X
205
Xponance
Pennsylvania
$467K +$53.1K +840 +13%
AWA
206
Arete Wealth Advisors
Illinois
$459K +$459K +7,270 New
VWA
207
Visionary Wealth Advisors
Illinois
$450K +$450K +7,120 New
VCP
208
Verus Capital Partners
Arizona
$445K -$20.8K -330 -4%
NFSG
209
Newbridge Financial Services Group
Florida
$445K -$8.21K -130 -2%
Thrivent Financial for Lutherans
210
Thrivent Financial for Lutherans
Minnesota
$442K
FA
211
Faithward Advisors
Pennsylvania
$442K
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$440K +$440K +6,960 New
MLICM
213
Metropolitan Life Insurance Company (MetLife)
New York
$438K +$36K +570 +9%
Russell Investments Group
214
Russell Investments Group
United Kingdom
$437K -$2.42M -38,390 -85%
NA
215
NewEdge Advisors
Louisiana
$436K +$30.9K +490 +8%
YIH
216
Y-Intercept (HK)
Hong Kong
$431K +$431K +6,830 New
SSA
217
Schonfeld Strategic Advisors
New York
$430K +$430K +6,800 New
KWM
218
Kingsview Wealth Management
Oregon
$428K -$145K -2,300 -25%
US Bancorp
219
US Bancorp
Minnesota
$424K +$56.2K +890 +15%
SAM
220
Silvercrest Asset Management
New York
$421K +$421K +6,660 New
FFA
221
Florida Financial Advisors
Florida
$411K +$411K +6,510 New
TPA
222
Trivium Point Advisory
Connecticut
$411K +$411K +6,500 New
BCI
223
Brinker Capital Investments
Pennsylvania
$401K +$401K +6,710 New
OPS
224
Orion Portfolio Solutions
Nebraska
$401K +$401K +6,710 New
WS
225
Wedbush Securities
California
$393K -$28.4K -450 -7%