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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

992 hedge funds and large institutions have $34.8B invested in Strategy Inc Common Stock Class A in 2025 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 492 increasing their positions, 214 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
+18
Holders Change %
+1.85%
% of All Funds
13.48%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
0.5%
New
158
Increased
492
Reduced
214
Closed
116
Calls
$19.3B
Puts
$24.3B
Net Calls
-$4.95B
Net Calls Change
+$3.46B

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.93B
2
BlackRock
2
BlackRock
New York
$4.16B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$790M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.22B
5
Capital International Investors
5
Capital International Investors
California
$4.23B

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$53.7M
2
UBS Group
2
UBS Group
Switzerland
$629M
3
Jane Street
3
Jane Street
New York
$7.02M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$215M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
201
Orion Portfolio Solutions
Nebraska
$6.44M +$876K +3,040 +16%
HIMC
202
Heritage Investors Management Corp
Maryland
$6.42M +$18.7K +65 +0.3%
HR
203
Howe & Rusling
New York
$6.15M +$6.15M +21,322 New
Renaissance Technologies
204
Renaissance Technologies
New York
$6M -$3.92M -13,605 -40%
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.9M +$3.36M +11,668 +133%
TAM
206
Titleist Asset Management
Texas
$5.68M +$3.84M +13,337 +209%
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$5.52M +$932K +3,234 +20%
SDH
208
Sloy Dahl & Holst
Washington
$5.44M +$707K +2,453 +15%
JFG
209
Jefferies Financial Group
New York
$5.38M +$1.54M +5,351 +40%
ARC
210
Advisor Resource Council
Texas
$5.33M +$5.33M +18,689 New
CI
211
Capital International
California
$5.33M +$3.93M +13,638 +282%
Nordea Investment Management
212
Nordea Investment Management
Sweden
$5.31M +$1.1M +3,799 +26%
IA
213
IFP Advisors
Florida
$5.22M -$761K -2,639 -13%
HWA
214
HHM Wealth Advisors
Tennessee
$5.2M +$57.9K +201 +1%
RIA
215
Realta Investment Advisors
Delaware
$5.11M +$856K +2,971 +20%
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$5.1M +$1.22M +4,238 +31%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$5.09M +$515K +1,785 +11%
Franklin Resources
218
Franklin Resources
California
$5.08M +$1.07M +3,716 +27%
IPW
219
Invictus Private Wealth
Colorado
$5.04M +$5.04M +17,475 New
LSERS
220
Louisiana State Employees Retirement System
Louisiana
$5.02M +$1.15M +4,000 +30%
Voloridge Investment Management
221
Voloridge Investment Management
Florida
$4.97M -$33.8M -117,256 -87%
Pacer Advisors
222
Pacer Advisors
Pennsylvania
$4.93M +$1.05M +3,648 +27%
BFG
223
Bleakley Financial Group
New Jersey
$4.89M +$59.4K +206 +1%
Janus Henderson Group
224
Janus Henderson Group
United Kingdom
$4.86M +$1.04M +3,600 +27%
CF
225
Corebridge Financial
Texas
$4.81M +$1.02M +3,527 +27%
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