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Strategy Inc

966 hedge funds and large institutions have $25.6B invested in Strategy Inc in 2025 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 379 increasing their positions, 331 reducing their positions, and 253 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

32% less funds holding in top 10

Funds holding in top 10: 3423 (-11)

35% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 253

43% less capital invested

Capital invested by funds: $45B → $25.6B (-$19.4B)

Holders
966
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.9B
Puts
$14.7B
Net Calls
Net Calls Change

Top Buyers

1 +$1.29B
2 +$962M
3 +$870M
4
Bank of America
Bank of America
North Carolina
+$772M
5
UBS Group
UBS Group
Switzerland
+$745M

Top Sellers

1 -$646M
2 -$432M
3 -$375M
4
CF
Cantor Fitzgerald
New York
-$363M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$283M
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
376
Verus Capital Partners
Arizona
$1.23M
SA
377
Strategic Advocates
Utah
$1.22M
KWM
378
Kingsview Wealth Management
Oregon
$1.17M
SPC
379
Sigma Planning Corp
Michigan
$1.16M
CUAMC
380
China Universal Asset Management Company
China
$1.15M
EMCIP
381
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.15M
BAM
382
BLKBRD Asset Management
Connecticut
$1.13M
SFA
383
Sequoia Financial Advisors
Ohio
$1.13M
GWM
384
Geneos Wealth Management
Colorado
$1.12M
TIA
385
Traphagen Investment Advisors
New Jersey
$1.12M
SAW
386
Signal Advisors Wealth
Michigan
$1.11M
ACA
387
Aptus Capital Advisors
Alabama
$1.1M
PWM
388
Partners Wealth Management
California
$1.07M
WI
389
Wahed Invest
New York
$1.07M
PWM
390
Pinnacle Wealth Management
California
$1.06M
KRSITF
391
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.06M
DC
392
Davenport & Co
Virginia
$1.06M
FA
393
Faithward Advisors
Pennsylvania
$1.05M
WPW
394
Waldron Private Wealth
Pennsylvania
$1.05M
CF
395
Centaurus Financial
California
$1.04M
OAC
396
OMERS Administration Corp
Ontario, Canada
$1.03M
JDLA
397
J. Derek Lewis & Associates
California
$1.03M
VIA
398
Virtus Investment Advisers
Connecticut
$1.02M
DF
399
Daviman Financial
Indiana
$1.01M
PCM
400
Polymer Capital Management
New York
$1.01M