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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
BW
926
Basepoint Wealth
Iowa
$1.52K
PWA
927
Principia Wealth Advisory
Texas
$1.37K
OC
928
Oakworth Capital
Alabama
$1.37K
TLA
929
Tanglewood Legacy Advisors
Texas
$1.37K
T
930
Tidemark
California
$1.37K
TM
931
Torren Management
California
$1.22K
KG
932
Kilter Group
New York
$1.06K
TCM
933
TD Capital Management
Tennessee
$1.06K
WW
934
Winnow Wealth
Texas
$1.06K
OC
935
Optima Capital
Oregon
$1.06K
GBT
936
Grove Bank & Trust
Florida
$912
FFO
937
Fortitude Family Office
Arizona
$912
BFS
938
Bare Financial Services
Pennsylvania
$912
KBFS
939
Kohmann Bosshard Financial Services
Ohio
$912
FCAS
940
First Command Advisory Services
Texas
$912
IBOK
941
Independence Bank of Kentucky
Kentucky
$760
TFA
942
Transamerica Financial Advisors
Florida
$608
NWM
943
Nova Wealth Management
Florida
$495
S
944
Sachetta
Massachusetts
$456
TWD
945
True Wealth Design
Ohio
$456
RWM
946
Rialto Wealth Management
New York
$456
DF
947
DecisionPoint Financial
Arizona
$456
AWA
948
Acumen Wealth Advisors
Tennessee
$456
BIM
949
Breakwater Investment Management
Washington
$456
GFA
950
Godfrey Financial Associates
New York
$456