Microstrategy Inc

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Linden Advisors LP

INCREASED

Shares323,112,000 from 233,419,000

Change+89,693,000 (+38%)

Value$668.7M (+$350.1M)

Filed 2025-02-14

Whitebox Advisors LLC

INCREASED

Shares100,720,000 from 96,220,000

Change+4,500,000 (+5%)

Value$208.0M (+$77.0M)

Filed 2026-08-26

Sculptor Capital LP

NEW

Shares95,400,000

Change+95,400,000

Value$197.4M

Filed 2025-02-14

LMR Partners LLP

DECREASED

Shares77,050,000 from 81,250,000

Change-4,200,000 (-5%)

Value$159.5M (+$48.8M)

Filed 2025-02-14

Balyasny Asset Management L.P.

INCREASED

Shares62,500,000 from 50,000,000

Change+12,500,000 (+25%)

Value$129.5M (+$61.1M)

Filed 2025-02-14

Millennium Management LLC

DECREASED

Shares50,086,000 from 100,701,000

Change-50,615,000 (-50%)

Value$103.7M (-$33.9M)

Filed 2025-02-14

Graham Capital Management, L.P.

DECREASED

Shares48,250,000 from 112,000,000

Change-63,750,000 (-57%)

Value$100.1M (-$52.8M)

Filed 2025-02-14

AQR Arbitrage LLC

NEW

Shares30,000,000

Change+30,000,000

Value$61.9M

Filed 2025-02-14

FMR LLC

INCREASED

Shares26,345,000 from 12,670,000

Change+13,675,000 (+108%)

Value$54.3M (+$37.0M)

Filed 2026-11-05

Mint Tower Capital Management B.V.

INCREASED

Shares25,500,000 from 20,190,000

Change+5,310,000 (+26%)

Value$52.8K (+$25.1K)

Filed 2025-02-12

State Street Corp

INCREASED

Shares23,775,000 from 21,175,000

Change+2,600,000 (+12%)

Value$49.2M (+$20.2M)

Filed 2025-02-14

Hudson Bay Capital Management LP

NEW

Shares23,397,000

Change+23,397,000

Value$48.4M

Filed 2025-02-14

Point72 Asset Management, L.P.

INCREASED

Shares23,008,000 from 2,500,000

Change+20,508,000 (+820%)

Value$47.7M (+$44.3M)

Filed 2025-02-14

Elliott Investment Management L.P.A

INCREASED

Shares15,000,000 from 5,000,000

Change+10,000,000 (+200%)

Value$31.0M (+$24.2M)

Filed 2025-04-28

JPMorgan Chase & Co

INCREASED

Shares13,245,000 from 4,104,000

Change+9,141,000 (+223%)

Value$29.7M (+$24.6M)

Filed 2025-02-12

BlackRock, Inc.

INCREASED

Shares10,375,000 from 8,800,000

Change+1,575,000 (+18%)

Value$21.4M (+$9.4M)

Filed 2025-02-07

Morgan Stanley

DECREASED

Shares7,935,000 from 22,793,000

Change-14,858,000 (-65%)

Value$16.3M (-$14.7M)

Filed 2025-05-15

Lord, Abbett & Co. LLC

INCREASED

Shares5,401,000 from 3,280,000

Change+2,121,000 (+65%)

Value$11.1K (+$6.7K)

Filed 2025-02-14

Pinpoint Asset Management Ltd

NEW

Shares5,000,000

Change+5,000,000

Value$10.3M

Filed 2025-02-13

Advent Capital Management

DECREASED

Shares4,630,000 from 13,257,000

Change-8,627,000 (-65%)

Value$9.6M (-$8.6M)

Filed 2025-02-13

Invesco Ltd.

DECREASED

Shares4,403,000 from 6,500,000

Change-2,097,000 (-32%)

Value$9.1M (+$217.2K)

Filed 2025-02-13

DeepCurrents Investment Group LLC

NEW

Shares4,000,000

Change+4,000,000

Value$8.3M

Filed 2025-02-14

Daiwa Securities Group Inc.

NEW

Shares2,000,000

Change+2,000,000

Value$4.1K

Filed 2025-02-07

Bank of Montreal

DECREASED

Shares1,506,000 from 83,141,000

Change-81,635,000 (-98%)

Value$3.1M (-$114.1M)

Filed 2025-02-13

Calamos Advisors LLC

DECREASED

Shares396,000 from 24,980,000

Change-24,584,000 (-98%)

Value$820.7K (-$33.4M)

Filed 2025-01-24

Bank of New York Mellon Corp

DECREASED

Shares300,000 from 400,000

Change-100,000 (-25%)

Value$621.5K (+$74.6K)

Filed 2025-02-04

SSI Investment Management LLC

DECREASED

Shares156,000 from 2,422,000

Change-2,266,000 (-94%)

Value$321.4K (-$3.0M)

Filed 2025-02-10

Calamos Wealth Management LLC

DECREASED

Shares97,000 from 115,000

Change-18,000 (-16%)

Value$201.0K (+$43.3K)

Filed 2025-01-24

Virtus Investment Advisers, LLC

INCREASED

Shares42,000 from 15,000

Change+27,000 (+180%)

Value$86.5K (+$66.1K)

Filed 2025-02-14

Warberg Asset Management LLC

DECREASED

Shares34,000 from 4,216,000

Change-4,182,000 (-99%)

Value$70.4K (-$5.7M)

Filed 2025-02-13

Raymond James Financial Inc

NEW

Shares18,000

Change+18,000

Value$37.1K

Filed 2025-04-23

Context Capital Management, LLC

DECREASED

Shares8,831 from 57,902

Change-49,071 (-85%)

Value$18.2M (-$60.9M)

Filed 2025-02-11

Vinva Investment Management Ltd

NEW

Shares3,001

Change+3,001

Value$872.9K

Filed 2025-02-11

Bank of America Corp

NEW

Shares2,200

Change+2,200

Value$4.5K

Filed 2025-02-14

Citigroup Inc

NEW

Shares2,000

Change+2,000

Value$4.1K

Filed 2025-02-12

UBS Group AG

UNCHANGED

Shares1,500 from 1,500

Change0 (0%)

Value$3.1K (+$1.0K)

Filed 2025-02-14

Highbridge Capital Management LLC

CLOSED

Shares0 from 17,000,000

Change-17,000,000 (-100%)

Value$0 (-$21.4M)

Filed 2025-02-12

Citadel Advisors LLC

CLOSED

Shares0 from 15,000,000

Change-15,000,000 (-100%)

Value$0 (-$20.5M)

Filed 2025-02-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 13,392,000

Change-13,392,000 (-100%)

Value$0 (-$18.2M)

Filed 2025-02-14

Voya Investment Management LLC

CLOSED

Shares0 from 8,985,000

Change-8,985,000 (-100%)

Value$0 (-$12.3M)

Filed 2025-05-02

Shenkman Capital Management Inc

CLOSED

Shares0 from 8,450,000

Change-8,450,000 (-100%)

Value$0 (-$11.5M)

Filed 2025-02-10

Deutsche Bank Ag\

CLOSED

Shares0 from 8,242,000

Change-8,242,000 (-100%)

Value$0 (-$11.2M)

Filed 2025-02-14

Walleye Capital LLC

CLOSED

Shares0 from 7,500,000

Change-7,500,000 (-100%)

Value$0 (-$10.2M)

Filed 2025-02-13

Jefferies Financial Group Inc.

CLOSED

Shares0 from 7,214,000

Change-7,214,000 (-100%)

Value$0 (-$9.9M)

Filed 2025-02-27

Skaana Management L.P.

CLOSED

Shares0 from 4,500,000

Change-4,500,000 (-100%)

Value$0 (-$6.1M)

Filed 2025-02-14

Man Group plc

CLOSED

Shares0 from 4,040,000

Change-4,040,000 (-100%)

Value$0 (-$5.5M)

Filed 2025-02-14

Aristeia Capital, L.L.C.

CLOSED

Shares0 from 4,000,000

Change-4,000,000 (-100%)

Value$0 (-$5.5M)

Filed 2025-02-14

CSS LLC

CLOSED

Shares0 from 3,040,000

Change-3,040,000 (-100%)

Value$0 (-$4.2M)

Filed 2025-02-18

RPO LLC

CLOSED

Shares0 from 2,000,000

Change-2,000,000 (-100%)

Value$0 (-$2.7M)

Filed 2025-02-12

Royal Bank of Canada

CLOSED

Shares0 from 1,729,000

Change-1,729,000 (-100%)

Value$0 (-$2.4M)

Filed 2025-02-14

Boothbay Fund Management, LLC

CLOSED

Shares0 from 900,000

Change-900,000 (-100%)

Value$0 (-$1.2M)

Filed 2025-02-14

Edmond de Rothschild Holding S.A.

CLOSED

Shares0 from 376,000

Change-376,000 (-100%)

Value$0 (-$515.7K)

Filed 2025-02-12

Barclays PLC

CLOSED

Shares0 from 315,000

Change-315,000 (-100%)

Value$0 (-$430.7K)

Filed 2026-03-19

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

CLOSED

Shares0 from 300,000

Change-300,000 (-100%)

Value$0 (-$410.2K)

Filed 2025-02-14

KBC Group NV

CLOSED

Shares0 from 100,000

Change-100,000 (-100%)

Value$0 (-$137)

Filed 2025-01-22

SG Americas Securities, LLC

CLOSED

Shares0 from 10,380

Change-10,380 (-100%)

Value$0 (-$1.4K)

Filed 2025-01-17

K2 Principal Fund, L.P.

CLOSED

Shares0 from 10,200

Change-10,200 (-100%)

Value$0 (-$13.9M)

Filed 2025-02-14

Lazard Asset Management LLC

CLOSED

Shares0 from 0

Change0

Value$0 (-$1.4K)

Filed 2025-02-14

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-02-13

Raymond James & Associates

N/A

Shares— from 29,000

Change-29,000 (-100%)

Value—

	Status
Linden Advisors LP	INCREASED	323,112,000	233,419,000	+89,693,000	+38%	$318.6M	$668.7M	+$350.1M	2025-02-14
Whitebox Advisors LLC	INCREASED	100,720,000	96,220,000	+4,500,000	+5%	$131.1M	$208.0M	+$77.0M	2026-08-26
Sculptor Capital LP	NEW	95,400,000	—	+95,400,000	—	—	$197.4M	—	2025-02-14
LMR Partners LLP	DECREASED	77,050,000	81,250,000	-4,200,000	-5%	$110.7M	$159.5M	+$48.8M	2025-02-14
Balyasny Asset Management L.P.	INCREASED	62,500,000	50,000,000	+12,500,000	+25%	$68.4M	$129.5M	+$61.1M	2025-02-14
Millennium Management LLC	DECREASED	50,086,000	100,701,000	-50,615,000	-50%	$137.6M	$103.7M	-$33.9M	2025-02-14
Graham Capital Management, L.P.	DECREASED	48,250,000	112,000,000	-63,750,000	-57%	$152.9M	$100.1M	-$52.8M	2025-02-14
AQR Arbitrage LLC	NEW	30,000,000	—	+30,000,000	—	—	$61.9M	—	2025-02-14
FMR LLC	INCREASED	26,345,000	12,670,000	+13,675,000	+108%	$17.3M	$54.3M	+$37.0M	2026-11-05
Mint Tower Capital Management B.V.	INCREASED	25,500,000	20,190,000	+5,310,000	+26%	$27.7K	$52.8K	+$25.1K	2025-02-12
State Street Corp	INCREASED	23,775,000	21,175,000	+2,600,000	+12%	$29.0M	$49.2M	+$20.2M	2025-02-14
Hudson Bay Capital Management LP	NEW	23,397,000	—	+23,397,000	—	—	$48.4M	—	2025-02-14
Point72 Asset Management, L.P.	INCREASED	23,008,000	2,500,000	+20,508,000	+820%	$3.4M	$47.7M	+$44.3M	2025-02-14
Elliott Investment Management L.P.A	INCREASED	15,000,000	5,000,000	+10,000,000	+200%	$6.9M	$31.0M	+$24.2M	2025-04-28
JPMorgan Chase & Co	INCREASED	13,245,000	4,104,000	+9,141,000	+223%	$5.2M	$29.7M	+$24.6M	2025-02-12
BlackRock, Inc.	INCREASED	10,375,000	8,800,000	+1,575,000	+18%	$12.0M	$21.4M	+$9.4M	2025-02-07
Morgan Stanley	DECREASED	7,935,000	22,793,000	-14,858,000	-65%	$31.0M	$16.3M	-$14.7M	2025-05-15
Lord, Abbett & Co. LLC	INCREASED	5,401,000	3,280,000	+2,121,000	+65%	$4.5K	$11.1K	+$6.7K	2025-02-14
Pinpoint Asset Management Ltd	NEW	5,000,000	—	+5,000,000	—	—	$10.3M	—	2025-02-13
Advent Capital Management	DECREASED	4,630,000	13,257,000	-8,627,000	-65%	$18.1M	$9.6M	-$8.6M	2025-02-13
Invesco Ltd.	DECREASED	4,403,000	6,500,000	-2,097,000	-32%	$8.9M	$9.1M	+$217.2K	2025-02-13
DeepCurrents Investment Group LLC	NEW	4,000,000	—	+4,000,000	—	—	$8.3M	—	2025-02-14
Daiwa Securities Group Inc.	NEW	2,000,000	—	+2,000,000	—	—	$4.1K	—	2025-02-07
Bank of Montreal	DECREASED	1,506,000	83,141,000	-81,635,000	-98%	$117.2M	$3.1M	-$114.1M	2025-02-13
Calamos Advisors LLC	DECREASED	396,000	24,980,000	-24,584,000	-98%	$34.3M	$820.7K	-$33.4M	2025-01-24
Bank of New York Mellon Corp	DECREASED	300,000	400,000	-100,000	-25%	$546.9K	$621.5K	+$74.6K	2025-02-04
SSI Investment Management LLC	DECREASED	156,000	2,422,000	-2,266,000	-94%	$3.3M	$321.4K	-$3.0M	2025-02-10
Calamos Wealth Management LLC	DECREASED	97,000	115,000	-18,000	-16%	$157.7K	$201.0K	+$43.3K	2025-01-24
Virtus Investment Advisers, LLC	INCREASED	42,000	15,000	+27,000	+180%	$20.4K	$86.5K	+$66.1K	2025-02-14
Warberg Asset Management LLC	DECREASED	34,000	4,216,000	-4,182,000	-99%	$5.8M	$70.4K	-$5.7M	2025-02-13
Raymond James Financial Inc	NEW	18,000	—	+18,000	—	—	$37.1K	—	2025-04-23
Context Capital Management, LLC	DECREASED	8,831	57,902	-49,071	-85%	$79.1M	$18.2M	-$60.9M	2025-02-11
Vinva Investment Management Ltd	NEW	3,001	—	+3,001	—	—	$872.9K	—	2025-02-11
Bank of America Corp	NEW	2,200	—	+2,200	—	—	$4.5K	—	2025-02-14
Citigroup Inc	NEW	2,000	—	+2,000	—	—	$4.1K	—	2025-02-12
UBS Group AG	UNCHANGED	1,500	1,500	0	0%	$2.0K	$3.1K	+$1.0K	2025-02-14
Highbridge Capital Management LLC	CLOSED	0	17,000,000	-17,000,000	-100%	$21.4M	$0	-$21.4M	2025-02-12
Citadel Advisors LLC	CLOSED	0	15,000,000	-15,000,000	-100%	$20.5M	$0	-$20.5M	2025-02-14
Susquehanna International Group, LLP	CLOSED	0	13,392,000	-13,392,000	-100%	$18.2M	$0	-$18.2M	2025-02-14
Voya Investment Management LLC	CLOSED	0	8,985,000	-8,985,000	-100%	$12.3M	$0	-$12.3M	2025-05-02
Shenkman Capital Management Inc	CLOSED	0	8,450,000	-8,450,000	-100%	$11.5M	$0	-$11.5M	2025-02-10
Deutsche Bank Ag\	CLOSED	0	8,242,000	-8,242,000	-100%	$11.2M	$0	-$11.2M	2025-02-14
Walleye Capital LLC	CLOSED	0	7,500,000	-7,500,000	-100%	$10.2M	$0	-$10.2M	2025-02-13
Jefferies Financial Group Inc.	CLOSED	0	7,214,000	-7,214,000	-100%	$9.9M	$0	-$9.9M	2025-02-27
Skaana Management L.P.	CLOSED	0	4,500,000	-4,500,000	-100%	$6.1M	$0	-$6.1M	2025-02-14
Man Group plc	CLOSED	0	4,040,000	-4,040,000	-100%	$5.5M	$0	-$5.5M	2025-02-14
Aristeia Capital, L.L.C.	CLOSED	0	4,000,000	-4,000,000	-100%	$5.5M	$0	-$5.5M	2025-02-14
CSS LLC	CLOSED	0	3,040,000	-3,040,000	-100%	$4.2M	$0	-$4.2M	2025-02-18
RPO LLC	CLOSED	0	2,000,000	-2,000,000	-100%	$2.7M	$0	-$2.7M	2025-02-12
Royal Bank of Canada	CLOSED	0	1,729,000	-1,729,000	-100%	$2.4M	$0	-$2.4M	2025-02-14
Boothbay Fund Management, LLC	CLOSED	0	900,000	-900,000	-100%	$1.2M	$0	-$1.2M	2025-02-14
Edmond de Rothschild Holding S.A.	CLOSED	0	376,000	-376,000	-100%	$515.7K	$0	-$515.7K	2025-02-12
Barclays PLC	CLOSED	0	315,000	-315,000	-100%	$430.7K	$0	-$430.7K	2026-03-19
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	CLOSED	0	300,000	-300,000	-100%	$410.2K	$0	-$410.2K	2025-02-14
KBC Group NV	CLOSED	0	100,000	-100,000	-100%	$137	$0	-$137	2025-01-22
SG Americas Securities, LLC	CLOSED	0	10,380	-10,380	-100%	$1.4K	$0	-$1.4K	2025-01-17
K2 Principal Fund, L.P.	CLOSED	0	10,200	-10,200	-100%	$13.9M	$0	-$13.9M	2025-02-14
Lazard Asset Management LLC	CLOSED	0	0	0	—	$1.4K	$0	-$1.4K	2025-02-14
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2025-02-13
Raymond James & Associates	N/A	—	29,000	-29,000	-100%	$39.5K	—	—	—

Showing 60 of 60 institutions