MSTR icon

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
C1AG
501
Client 1st Advisory Group
Florida
$559K
TCM
502
Traynor Capital Management
Pennsylvania
$555K
BC
503
Bridgefront Capital
Texas
$550K
ECM
504
Evergreen Capital Management
Washington
$546K
MWM
505
Mosley Wealth Management
California
$542K
BS
506
Banco Santander
Spain
$539K
CB
507
Commerce Bank
Missouri
$539K
FCM
508
Family Capital Management
Michigan
$534K
NFG
509
Northeast Financial Group
Pennsylvania
$532K
ANTB
510
AMG National Trust Bank
Colorado
$528K
PA
511
Parallel Advisors
California
$528K
PWM
512
Perigon Wealth Management
California
$523K
PCM
513
Pennsylvania Capital Management
Pennsylvania
$521K
CCP
514
Cane Capital Partners
Louisiana
$521K
CG
515
Cynosure Group
Utah
$517K
PAS
516
Park Avenue Securities
New York
$517K
PGFC
517
Peapack-Gladstone Financial Corp
New Jersey
$512K
KLCM
518
KG&L Capital Management
Louisiana
$509K
HIC
519
Hartline Investment Corp
Illinois
$507K
SG
520
StoneX Group
New York
$504K
RBI
521
Raiffeisen Bank International
Austria
$504K
BP
522
Ballentine Partners
Massachusetts
$502K
WPC
523
Wedmont Private Capital
Pennsylvania
$502K
IPW
524
Invictus Private Wealth
Colorado
$498K
CF
525
Convergence Financial
Missouri
$495K