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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
FF
1051
Friday Financial
Iowa
BJL
1052
Brighton Jones LLC
Washington
AI
1053
Atria Investments
North Carolina
WCFA
1054
Walkner Condon Financial Advisors
Wisconsin
SC
1055
Sapient Capital
Indiana
TWM
1056
TCFG Wealth Management
California
SC
1057
Savant Capital
Illinois
AWC
1058
Abundance Wealth Counselors
Pennsylvania
PIA
1059
Powell Investment Advisors
Florida
BFIM
1060
Beese Fulmer Investment Management
Ohio
WFI
1061
West Family Investments
California
PCM
1062
Presidio Capital Management
California
ACM
1063
Arlington Capital Management
Illinois
PIA
1064
Panoramic Investment Advisors
Colorado
PWM
1065
Prosperity Wealth Management
California
GFG
1066
GR Financial Group
Arizona
RCG
1067
Regatta Capital Group
California
PCMU
1068
Paragon Capital Management (Utah)
Utah
TA
1069
Tactive Advisors
Florida
PWP
1070
Prasad Wealth Partners
Ohio
SC
1071
Solstein Capital
California
WWP
1072
Wise Wealth Partners
Arizona
CA
1073
Calton & Associates
Florida
HAS
1074
HBW Advisory Services
California
CCM
1075
Crew Capital Management
Ohio