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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
SC
901
SouthState Corp
Florida
$3.19K
PP
902
PFS Partners
New Jersey
$3.19K
IAS
903
IMA Advisory Services
Colorado
$3.19K
PMFA
904
Plante Moran Financial Advisors
Michigan
$3.04K
NL
905
Navalign LLC
California
$3.04K
PAI
906
Pittenger & Anderson Inc
Nebraska
$3.04K
CWP
907
Concord Wealth Partners
Virginia
$2.73K
ZBNA
908
Zions Bancorporation, National Association
Utah
$2.73K
BGAI
909
Bruce G. Allen Investments
Colorado
$2.58K
BTD
910
BankPlus Trust Department
Mississippi
$2.58K
TCM
911
Tradewinds Capital Management
Washington
$2.43K
BOJHT
912
Bank of Jackson Hole Trust
Wyoming
$2.43K
MWPCG
913
Measured Wealth Private Client Group
New Hampshire
$2.43K
CJ
914
Caitlin John
Michigan
$2.28K
RWM
915
RMG Wealth Management
Wisconsin
$2.26K
JFGIW
916
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.98K
NL
917
NVWM LLC
Pennsylvania
$1.98K
BBPWM
918
Blue Bell Private Wealth Management
Pennsylvania
$1.82K
CFM
919
Cornerstone Financial Management
Massachusetts
$1.82K
HNW
920
High Note Wealth
Minnesota
$1.67K
EW
921
Elyxium Wealth
California
$1.56K
AWM
922
Activest Wealth Management
Florida
$1.52K
HFS
923
Hughes Financial Services
Virginia
$1.52K
BCH
924
Berkshire Capital Holdings
California
$1.52K
GCS
925
Gordian Capital (Singapore)
Singapore
$1.52K