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Strategy Inc Common Stock Class A
MSTR

Overview Fund Activity

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.

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$761M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$181M
3
BlackRock
3
BlackRock
New York
$646M
4
Norges Bank
4
Norges Bank
Norway
$71M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$49.2M

Top Sellers

1
GH
1
GAM Holding
Switzerland
$9.15M
2
Simplex Trading
2
Simplex Trading
Illinois
$4.19M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$1.99M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
Capital International Investors
1
Capital International Investors
California
$985M +$3.07M +48,580 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$761M +$569M +9,015,240 +297%
Vanguard Group
3
Vanguard Group
Pennsylvania
$728M +$15.8M +249,970 +2%
BlackRock
4
BlackRock
New York
$646M +$73.7M +1,167,040 +13%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$353M +$44.1M +698,760 +14%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$181M +$117M +1,850,110 +181%
State Street
7
State Street
Massachusetts
$172M +$17.7M +280,440 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$171M +$18.8M +296,900 +12%
Northern Trust
9
Northern Trust
Illinois
$75.6M +$7.38M +116,900 +11%
Invesco
10
Invesco
Georgia
$73.3M +$23.1M +366,390 +46%
Norges Bank
11
Norges Bank
Norway
$71M +$59.6M +942,830 +521%
Charles Schwab
12
Charles Schwab
California
$63.1M +$3.96M +62,720 +7%
SCM
13
Shaolin Capital Management
Florida
$61.1M -$4.9M -77,500 -7%
TI
14
Tidal Investments
Wisconsin
$59.5M +$15.2M +241,330 +34%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$49.2M +$44.7M +706,960 +978%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$48.1M +$9.23M +146,090 +24%
Two Sigma Investments
17
Two Sigma Investments
New York
$47.8M +$31.7M +502,000 +198%
Capital World Investors
18
Capital World Investors
California
$44.3M – – –
Goldman Sachs
19
Goldman Sachs
New York
$43.2M +$342K +5,420 +0.8%
Jane Street
20
Jane Street
New York
$35.9M +$12.8M +202,790 +55%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$34.3M +$4.33M +68,600 +14%
LPL Financial
22
LPL Financial
California
$25.8M +$8.25M +130,570 +47%
UBS Group
23
UBS Group
Switzerland
$25.7M +$2.62M +41,410 +11%
Citigroup
24
Citigroup
New York
$22.2M +$20.3M +320,930 +1,053%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$21.2M +$1.66M +26,300 +8%
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