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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

974 hedge funds and large institutions have $31.1B invested in Strategy Inc Common Stock Class A in 2024 Q4 according to their latest regulatory filings, with 393 funds opening new positions, 359 increasing their positions, 187 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
974
Holders Change
+324
Holders Change %
+49.85%
% of All Funds
12.96%
Holding in Top 10
39
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+50%
% of All Funds
0.52%
New
393
Increased
359
Reduced
187
Closed
60
Calls
$23.2B
Puts
$31.6B
Net Calls
-$8.42B
Net Calls Change
-$4.28B

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.17B
2
CF
Cantor Fitzgerald
New York
+$1.04B
3
CSD
Clear Street Derivatives
New York
+$800M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$774M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$520M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.41B
2
Morgan Stanley
Morgan Stanley
New York
-$1.26B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$492M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$333M
5
Bank of America
Bank of America
North Carolina
-$94.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
201
Finer Wealth Management
Massachusetts
$6.51M +$6.51M +22,465 New
SCM
202
Shelton Capital Management
Colorado
$6.5M +$6.5M +22,458 New
HIMC
203
Heritage Investors Management Corp
Maryland
$6.44M -$29K -100 -0.4%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$6.33M +$5.18M +17,870 +450%
IA
205
IFP Advisors
Florida
$6.01M -$480K -1,657 -7%
IGAM
206
iA Global Asset Management
Quebec, Canada
$5.71M +$5.71M +19,725 New
Balyasny Asset Management
207
Balyasny Asset Management
Illinois
$5.63M -$15.1M -52,182 -73%
BCI
208
Brinker Capital Investments
Pennsylvania
$5.59M +$4.04M +13,938 +260%
OPS
209
Orion Portfolio Solutions
Nebraska
$5.59M +$4.04M +13,938 +260%
X
210
Xponance
Pennsylvania
$5.37M +$1.24M +4,280 +30%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$5.29M +$712K +2,460 +16%
PIMG
212
Patriot Investment Management Group
Tennessee
$5.22M +$1.6M +5,522 +44%
HWA
213
HHM Wealth Advisors
Tennessee
$5.17M +$2.86M +9,884 +124%
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$5.14M +$3.45M +10,397 +204%
RIA
215
Realta Investment Advisors
Delaware
$5.01M +$834K +2,456 +20%
FC
216
FORA Capital
Florida
$4.98M -$9.32M -32,177 -65%
EMPI
217
Elo Mutual Pension Insurance
Finland
$4.97M +$912K +3,149 +22%
TRCT
218
Tower Research Capital (TRC)
New York
$4.96M +$3.11M +10,755 +168%
VIPI
219
Vista Investment Partners II
Indiana
$4.91M +$4.91M +16,962 New
BFG
220
Bleakley Financial Group
New Jersey
$4.85M +$2.23M +7,713 +85%
SDH
221
Sloy Dahl & Holst
Washington
$4.75M +$4.75M +16,413 New
SA
222
Sanctuary Advisors
Indiana
$4.74M -$169K -497 -3%
SAM
223
Synergy Asset Management
Washington
$4.64M +$2.51M +10,473 +118%
Credit Agricole
224
Credit Agricole
France
$4.64M +$2.59M +8,951 +127%
Envestnet Asset Management
225
Envestnet Asset Management
Illinois
$4.61M -$4.56M -15,755 -50%
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