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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, 513 increasing their positions, 260 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
15.29%
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
513
Reduced
260
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 %
VH
901
Visionary Horizons
Tennessee
$232K +$232K +575 New
MAWA
902
Moss Adams Wealth Advisors
Washington
$230K +$230K +570 New
EWM
903
Evermay Wealth Management
Virginia
$230K -$4.45K -11 -2%
CM
904
Capula Management
Cayman Islands
$229K -$525M -1,299,433 -100%
CIA
905
Capital Investment Advisors
Georgia
$229K -$247K -610 -52%
POIA
906
Pin Oak Investment Advisors
Texas
$228K +$64.3K +223 +39%
FAM
907
Formidable Asset Management
Ohio
$227K
AAS
908
Ameritas Advisory Services
Nebraska
$226K -$728K -1,801 -76%
CWA
909
Crux Wealth Advisors
California
$226K +$226K +558 New
OCM
910
Objective Capital Management
Ohio
$225K +$225K +557 New
SAM
911
Smartleaf Asset Management
Massachusetts
$224K -$43.4K -113 -16%
GAM
912
Gemmer Asset Management
California
$223K +$223K +551 New
WC
913
Waterloo Capital
Texas
$222K +$222K +550 New
TWG
914
The Wealth Group
Minnesota
$220K +$220K +545 New
EWM
915
EPG Wealth Management
Georgia
$219K +$219K +541 New
PP
916
PDS Planning
Ohio
$219K +$219K +541 New
BWM
917
Birchcreek Wealth Management
Ohio
$218K +$218K +540 New
AGC
918
Aspen Grove Capital
Colorado
$218K +$218K +539 New
SCM
919
SCS Capital Management
Massachusetts
$217K +$217K +538 New
VCM
920
Versant Capital Management
Arizona
$217K +$76.8K +190 +55%
EW
921
Element Wealth
Mississippi
$215K +$215K +532 New
DWT
922
Dorsey & Whitney Trust
South Dakota
$215K +$215K +532 New
EL
923
Essex LLC
Illinois
$214K +$214K +530 New
OPWM
924
Oxinas Partners Wealth Management
Indiana
$214K +$214K +529 New
PWPS
925
Pinnacle Wealth Planning Services
Ohio
$213K +$213K +528 New