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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
NPFS
1126
Novak & Powell Financial Services
Florida
YIA
1127
YHB Investment Advisors
Connecticut
FCM
1128
Firestone Capital Management
Florida
LFS
1129
Littlejohn Financial Services
Oregon
AWE
1130
Avidian Wealth Enterprises
Texas
P
1131
Pitcairn
Pennsylvania
FMLI
1132
Fukoku Mutual Life Insurance
Japan
DWM
1133
Diversify Wealth Management
Utah
MCP
1134
Mirador Capital Partners
California
BWP
1135
Bernardo Wealth Planning
Pennsylvania
I
1136
INVST
Indiana
HSA
1137
HBK Sorce Advisory
Pennsylvania
FFA
1138
Florida Financial Advisors
Florida
DT
1139
Diversified Trust
Tennessee
OFG
1140
Oxford Financial Group
Indiana
PWA
1141
Primoris Wealth Advisors
Florida
WI
1142
WJ Interests
Texas
LFAS
1143
Level Four Advisory Services
Texas
PFA
1144
Pure Financial Advisors
California
FWP
1145
Falcon Wealth Planning
California
AC
1146
AlphaCore Capital
California
BBWA
1147
Bell & Brown Wealth Advisors
California
KA
1148
Kure Advisory
Minnesota
MHWM
1149
Montz Harcus Wealth Management
Louisiana
PPC
1150
Pennington Partners & Co
Maryland