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Strategy Inc Common Stock Class A

1,140 hedge funds and large institutions have $55.2B invested in Strategy Inc Common Stock Class A in 2025 Q2 according to their latest regulatory filings, with 232 funds opening new positions, 512 increasing their positions, 261 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+148
Holders Change %
+14.92%
% of All Funds
15.28%
Holding in Top 10
44
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.92%
% of All Funds
0.59%
New
232
Increased
512
Reduced
261
Closed
71
Calls
$30.1B
Puts
$38.4B
Net Calls
-$8.23B
Net Calls Change
-$3.27B
Name Holding Trade Value Shares
Change
Shares
Change %
RWMG
651
Redwood Wealth Management Group
New Jersey
$629K +$150K +370 +31%
CI Investments Inc
652
CI Investments Inc
Ontario, Canada
$615K +$187K +462 +44%
XF
653
XML Financial
Maryland
$610K +$4.04K +10 +0.7%
PFS
654
Prospect Financial Services
New York
$610K -$147K -363 -19%
CTC
655
Central Trust Company
Missouri
$606K -$12.9K -32 -2%
GI
656
GLOBALT Investments
Georgia
$600K +$9.7K +24 +2%
CCFM
657
Clear Creek Financial Management
Washington
$596K +$130K +322 +28%
SCM
658
Sterling Capital Management
North Carolina
$595K -$4.31M -10,673 -88%
DA
659
Dillon & Associates
Michigan
$594K -$20.6K -51 -3%
CWM
660
Congress Wealth Management
Massachusetts
$593K +$229K +567 +63%
AS
661
Altshuler Shaham
Israel
$588K -$480K
DA
662
Doliver Advisors
Texas
$588K -$38.4K -95 -6%
WAAG
663
Wealth Alliance Advisory Group
Kansas
$586K -$8.89K -22 -1%
TA
664
Tactive Advisors
Florida
$585K +$585K +1,448 New
PWG
665
Portside Wealth Group
Utah
$585K -$141K -349 -19%
IFWM
666
Institute for Wealth Management
Colorado
$583K -$46.5K -115 -7%
PCM
667
Presidio Capital Management
California
$582K -$53.4K -132 -8%
AIS
668
AM Investment Strategies
Tennessee
$579K -$6.86K -17 -1%
YCG
669
Yeomans Consulting Group
Georgia
$579K +$579K +1,550 New
JSL
670
JT Stratford LLC
Georgia
$577K -$411K -1,017 -42%
SB
671
Strategic Blueprint
Georgia
$577K -$336K -832 -37%
CA
672
CoreCap Advisors
Michigan
$570K +$327K +808 +134%
PI
673
PineBridge Investments
New York
$567K +$567K +1,403 New
SC
674
SummitTX Capital
Texas
$566K +$566K +1,400 New
MGIA
675
Moneta Group Investment Advisors
Missouri
$566K +$50.9K +126 +10%