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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
FFL
826
Financial Freedom LLC
Ohio
$17.5K
MA
827
Modus Advisors
Minnesota
$16.6K
TSMHT
828
Thurston Springer Miller Herd & Titak
Indiana
$16.6K
SWA
829
SOA Wealth Advisors
New York
$16.3K
KAS
830
Kemnay Advisory Services
New York
$16.3K
HCM
831
Horrell Capital Management
Arkansas
$16K
AT
832
Arlington Trust
Alabama
$15.3K
QC
833
Quent Capital
New York
$15.3K
ITIM
834
Indiana Trust & Investment Management
Indiana
$15.2K
CCA
835
Catalyst Capital Advisors
New York
$14.9K
FMP
836
Financial Management Professionals
Texas
$14.4K
TAM
837
Tucker Asset Management
Colorado
$14.4K
SHF
838
Safe Harbor Fiduciary
Florida
$14K
MPW
839
MASECO Private Wealth
$13.7K
MCM
840
MV Capital Management
Maryland
$13.2K
CA
841
Crewe Advisors
Utah
$13.2K
KFAS
842
Keating Financial Advisory Services
Kansas
$13.1K
FPB
843
First PREMIER Bank
South Dakota
$13K
AT
844
Avalon Trust
New Mexico
$12.9K
CTA
845
Colonial Trust Advisors
South Carolina
$12.2K
GWM
846
Gilpin Wealth Management
Colorado
$12.2K
FHC
847
First Horizon Corporation
Tennessee
$11.5K
PWA
848
Physician Wealth Advisors
Utah
$10.4K
UB
849
UMB Bank
Missouri
$10.3K
ME
850
McIlrath & Eck
Washington
$9.72K