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MSTR

Ticker case file

MSTR

STRATEGY INC

13FSmart MoneyPublic Filings
$126.55-7.01%NMS

Tracked funds

9Unique WSM-tracked managers; table rows may include common shares and options

Politicians active

3Recent transactions disclosed via House Clerk / Senate eFD

13F notional

$3.9B2026-03-31

Top conviction

0.36%max % across any fund's portfolio
Source layer

This page is the WSM tracked universe, not market-wide ownership. 13F rows are quarterly snapshots, about 45 days delayed; PTR rows are event-based public disclosures.

13F filing

Funds holding this ticker

29
Manager13F valueConvictionClassOptionReportedSEC filing
Citadel Advisors LLCOther$1.3B0.22%SHCALL2026-03-31SEC filing
Citadel Advisors LLCHedge$1.1B0.19%SHPUT2026-03-31SEC filing
Capital World InvestorsOther$534.4M0.07%SH2026-03-31SEC filing
Renaissance Technologies LLCOther$230.8M0.36%SH2026-03-31SEC filing
Citadel Advisors LLCOther$152.3M0.02%SH2026-03-31SEC filing
FMR LLCOther$121.8M0.01%SH2026-03-31SEC filing
Millennium Management LLCHedge$90.9M0.04%SHPUT2026-03-31SEC filing
Millennium Management LLCOther$85.1M0.04%SHCALL2026-03-31SEC filing
Capital World InvestorsOther$52.1M0.01%SH2026-03-31SEC filing
Capital World InvestorsOther$41.9M0.01%PRN2026-03-31SEC filing
Two Sigma Investments, LPHedge$34.2M0.03%SHPUT2026-03-31SEC filing
Point72 Asset Management, L.P.Hedge$20.9M0.03%SHPUT2026-03-31SEC filing
Balyasny Asset Management L.P.Hedge$18.1M0.02%SHPUT2026-03-31SEC filing
Point72 Asset Management, L.P.Other$16.4M0.02%SHCALL2026-03-31SEC filing
Balyasny Asset Management L.P.Other$13M0.02%SHCALL2026-03-31SEC filing
FMR LLCOther$9.6M0.00%SH2026-03-31SEC filing
Point72 Asset Management, L.P.Other$9M0.01%SH2026-03-31SEC filing
Balyasny Asset Management L.P.Other$2.8M0.00%SH2026-03-31SEC filing
Bridgewater Associates, LPOther$694.9K0.00%SH2026-03-31SEC filing
Citadel Advisors LLCOther$525.9K0.00%SH2026-03-31SEC filing
Citadel Advisors LLCOther$511.5K0.00%SH2026-03-31SEC filing
Citadel Advisors LLCOther$467.1K0.00%SH2026-03-31SEC filing
Citadel Advisors LLCOther$393K0.00%SH2026-03-31SEC filing
Millennium Management LLCOther$374.4K0.00%SH2026-03-31SEC filing
Citadel Advisors LLCOther$254.1K0.00%SH2026-03-31SEC filing
Citadel Advisors LLCOther$253K0.00%SH2026-03-31SEC filing
Millennium Management LLCOther$143.9K0.00%SH2026-03-31SEC filing
FMR LLCOther$22.9K0.00%SH2026-03-31SEC filing
FMR LLCOther$50.00%SH2026-03-31SEC filing

Politician

Politician PTR activity

3
Public datePoliticianActionOwnerAmount rangeFiling
2025-08-11Shri Thanedar HouseholdD · MI-13PurchaseDependent$15K–$50K20030869
2025-06-22Jefferson Shreve HouseholdR · IN-06SaleSelf$15K–$50K20030387
2025-03-10Neal Patrick Md, Facs Dunn HouseholdR · FL-02PurchaseUnknown$15K–$50K20027895

Combined activity

13F filings + PTR transactions, newest first