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Strategy Inc Common Stock Class A

526 hedge funds and large institutions have $16.3B invested in Strategy Inc Common Stock Class A in 2024 Q1 according to their latest regulatory filings, with 213 funds opening new positions, 148 increasing their positions, 124 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
526
Holders Change
+159
Holders Change %
+43.32%
% of All Funds
7.63%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.28%
New
213
Increased
148
Reduced
124
Closed
49
Calls
$10.3B
Puts
$17B
Net Calls
-$6.71B
Net Calls Change
-$5.42B
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
201
Avior Wealth Management
Nebraska
$1.55M +$1.54M +9,050 +22,625%
Mackenzie Financial
202
Mackenzie Financial
Ontario, Canada
$1.54M +$355K +2,080 +30%
X
203
Xponance
Pennsylvania
$1.54M +$278K +1,630 +22%
FA
204
Faithward Advisors
Pennsylvania
$1.53M
GWM
205
Geneos Wealth Management
Colorado
$1.49M -$660K -3,870 -31%
MWAM
206
Manhattan West Asset Management
California
$1.49M +$1.49M +8,740 New
BBVA
207
Banco Bilbao Vizcaya Argentaria
Spain
$1.48M +$465K +2,730 +46%
B
208
Bellecapital
Switzerland
$1.43M +$1.43M +8,400 New
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$1.41M +$738K +4,330 +109%
NFSG
210
Newbridge Financial Services Group
Florida
$1.36M +$162K +950 +13%
MLICM
211
Metropolitan Life Insurance Company (MetLife)
New York
$1.33M +$148K +870 +13%
CPIG
212
Chicago Partners Investment Group
Illinois
$1.33M -$163K -1,220 -11%
CCC
213
Chesapeake Capital Corp
Florida
$1.31M -$450K -2,640 -26%
SAM
214
Synergy Asset Management
Washington
$1.3M +$1.3M +7,610 New
T2I
215
Turim 21 Investimentos
Brazil
$1.29M +$726K +4,260 +128%
CW
216
CreativeOne Wealth
Kansas
$1.27M +$1.27M +7,470 New
Pathstone Holdings
217
Pathstone Holdings
New Jersey
$1.24M +$390K +2,290 +46%
KWM
218
Kingsview Wealth Management
Oregon
$1.23M +$71.6K +420 +6%
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$1.23M +$232K +1,360 +23%
UCMOK
220
United Capital Management of KS
Kansas
$1.23M +$421K +2,470 +52%
CAG
221
Csenge Advisory Group
Florida
$1.21M +$1.21M +7,130 New
BCM
222
Brookstone Capital Management
Illinois
$1.21M +$624K +3,660 +107%
Wealthfront Advisers
223
Wealthfront Advisers
California
$1.21M +$1.21M +7,070 New
RG
224
Rathbones Group
United Kingdom
$1.19M -$689K -4,040 -37%
HIS
225
Harvest Investment Services
Illinois
$1.14M +$1.14M +6,680 New