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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
VNA
876
Valley National Advisers
Pennsylvania
$6K
CAM
877
Chesapeake Asset Management
New York
$5.47K
EPGL
878
Estate Planners Group, LLC
Pennsylvania
$5.32K
HWP
879
Highline Wealth Partners
California
$5.17K
AP
880
Aspect Partners
Virginia
$5.01K
SEP
881
Signature Equity Partners
Ohio
$5.01K
BBHC
882
Brown Brothers Harriman & Co
New York
$4.86K
CIA
883
Cape Investment Advisory
Georgia
$4.86K
DAM
884
Delta Asset Management
Tennessee
$4.56K
ACA
885
American Capital Advisory
Idaho
$4.56K
MAM
886
Marquette Asset Management
Minnesota
$4.56K
SFG
887
Strive Financial Group
Indiana
$4.56K
MGI
888
Miller Global Investments
Texas
$4.25K
II
889
Inspire Investing
Idaho
$4.2K
SN
890
Sittner & Nelson
Oregon
$4.05K
AW
891
Avion Wealth
Texas
$4K
RBC
892
Roble Belko & Company
Pennsylvania
$4K
IIM
893
IFC & Insurance Marketing
California
$4K
AA
894
Addison Advisors
Vermont
$3.95K
PS
895
Pinney & Scofield
Massachusetts
$3.8K
TCOV
896
Trust Company of Vermont
Vermont
$3.8K
TPBG
897
Turning Point Benefit Group
Maryland
$3.8K
CIAS
898
CBIZ Investment Advisory Services
Ohio
$3.5K
WT
899
Whittier Trust
California
$3.48K
GCM
900
Gunpowder Capital Management
Maryland
$3.34K