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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
DT
576
DV Trading
Illinois
$399K
DI
577
Diligent Investors
California
$399K
KF
578
Krilogy Financial
Missouri
$393K
BAM
579
Belpointe Asset Management
Nevada
$392K
CGH
580
Crossmark Global Holdings
Texas
$392K
FAM
581
Formidable Asset Management
Ohio
$391K
DAS
582
Diversify Advisory Services
Utah
$390K
MCP
583
Militia Capital Partners
Nevada
$389K
IPAM
584
Investment Partners Asset Management
New Jersey
$389K
TC
585
T3 Companies
New York
$388K
RIL
586
Rothschild Investment LLC
Illinois
$388K
CI
587
Cigna Investments
Connecticut
$387K
AP
588
Anchyra Partners
Georgia
$385K
SWM
589
SeaCrest Wealth Management
New York
$382K
AF
590
Allworth Financial
California
$382K
SAM
591
Synergy Asset Management
Washington
$381K
RC
592
Rahlfs Capital
Texas
$378K
FAM
593
Flaharty Asset Management
Florida
$376K
CFO
594
Callan Family Office
Pennsylvania
$374K
MIM
595
MTM Investment Management
South Carolina
$372K
RRAL
596
RED REEF ADVISORS LLC
Florida
$371K
MWM
597
Modern Wealth Management
Kansas
$368K
USCWA
598
U.S. Capital Wealth Advisors
Texas
$365K
GT
599
Greenleaf Trust
Michigan
$365K
S
600
SignatureFD
Georgia
$361K