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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
WEG
1101
World Equity Group
Illinois
OPWM
1102
Oxinas Partners Wealth Management
Indiana
RCA
1103
Resonant Capital Advisors
Wisconsin
BIG
1104
Brooklyn Investment Group
New York
AIM
1105
Achmea Investment Management
Netherlands
TPWA
1106
TRUE Private Wealth Advisors
Oregon
AWM
1107
Angeles Wealth Management
California
VPWA
1108
Vestia Personal Wealth Advisors
Indiana
DWP
1109
Destiny Wealth Partners
Florida
TWP
1110
Triad Wealth Partners
Kansas
AHL
1111
Abel Hall LLC
Louisiana
NRW
1112
Nova R Wealth
Kansas
WIM
1113
WealthPlan Investment Management
Nebraska
CWM
1114
Cordatus Wealth Management
Pennsylvania
RCA
1115
Runnymede Capital Advisors
Ohio
EWA
1116
Exit Wealth Advisors
Georgia
OIM
1117
Oder Investment Management
California
DWAM
1118
Duncan Williams Asset Management
Tennessee
PWM
1119
Power Wealth Management
Georgia
AFT
1120
Alpha Family Trust
California
FM
1121
Family Management
New York
SFG
1122
Synergy Financial Group
California
FPL
1123
Fortress Private Ledger
North Carolina
QWP
1124
Quotient Wealth Partners
Texas
ABC
1125
Associated Banc-Corp
Wisconsin