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Strategy Inc

1,158 hedge funds and large institutions have $55.4B invested in Strategy Inc in 2025 Q2 according to their latest regulatory filings, with 233 funds opening new positions, 518 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 76

95% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 265

53% more capital invested

Capital invested by funds: $36.2B → $55.4B (+$19.3B)

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

15% more funds holding

Funds holding: 1,0091,158 (+149)

2.06% more ownership

Funds ownership: 52.09%54.15% (+2.1%)

21% less call options, than puts

Call options by funds: $30.1B | Put options by funds: $38.4B

Holders
1,158
Holders Change
+149
Holders Change %
+14.77%
% of All Funds
15.25%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.61%
New
233
Increased
518
Reduced
265
Closed
76
Calls
$30.1B
Puts
$38.4B
Net Calls
-$8.23B
Net Calls Change
-$3.21B
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
151
CIBC Asset Management
Ontario, Canada
$21.6M +$813K +2,233 +4%
Skandinaviska Enskilda Banken (SEB)
152
Skandinaviska Enskilda Banken (SEB)
Sweden
$20.6M +$2.37M +6,500 +15%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$20.6M -$151K -414 -0.8%
GFM
154
GF Fund Management
China
$20.4M -$255K -699 -1%
FAF
155
Första AP-fonden
Sweden
$20.4M +$1.75M +4,800 +11%
CIA
156
Compass Ion Advisors
Pennsylvania
$20.3M -$1.4M -3,854 -7%
NA
157
NewEdge Advisors
Louisiana
$20.2M +$1.25M +3,419 +7%
AAS
158
Avantax Advisory Services
Texas
$19.9M +$469K +1,288 +3%
MS
159
Madden Securities
Texas
$19.9M +$9.47K +26 +0.1%
Twin Tree Management
160
Twin Tree Management
Texas
$19.8M -$17.7M -48,574 -50%
MML Investors Services
161
MML Investors Services
Massachusetts
$19.7M +$1.79M +4,916 +11%
II
162
IFM Investors
Australia
$19.3M +$1.74M +4,776 +11%
IFG
163
Independent Financial Group
California
$18.8M +$3.02M +8,286 +22%
DnB Asset Management
164
DnB Asset Management
Norway
$18.7M +$2.36M +6,483 +16%
FA
165
Fiduciary Alliance
South Carolina
$18.2M +$3.62M +9,937 +28%
YIH
166
Y-Intercept (HK)
Hong Kong
$18M +$16.3M +44,622 New
CWA
167
Capital Wealth Alliance
Arizona
$17.8M +$78K +214 +0.5%
CPRC
168
Consolidated Portfolio Review Corp
New York
$17.2M -$536K -1,472 -3%
AFAS
169
Acorn Financial Advisory Services
Virginia
$17.1M -$1.97M -5,420 -11%
Man Group
170
Man Group
United Kingdom
$17M +$15.3M +41,956 New
PAG
171
Private Advisor Group
New Jersey
$16.8M -$10.8M -29,546 -42%
NIM
172
NEOS Investment Management
Connecticut
$16.6M +$6.84M +18,772 +84%
UIM
173
USS Investment Management
United Kingdom
$16.6M +$14.9M +40,953 New
Capital Fund Management (CFM)
174
Capital Fund Management (CFM)
France
$16.4M +$1.25M +3,428 +9%
Axa
175
Axa
France
$16.3M +$1.71M +4,689 +13%

MSTR Hedge Fund Activity: Q2 2025 in Review

1,158 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q2 2025, worth a combined $55.4B — up 53% from $36.2B a quarter earlier.

Buyers outnumbered sellers: 233 funds opened new MSTR positions and 76 closed out — a net gain of 157 holders — while 518 added to existing stakes and 265 trimmed.

The largest buyer was Clear Street, opening a new position worth an estimated $2.18B. The largest seller was Clear Street Derivatives, exiting entirely with an estimated $1.52B sold.

  • 1,158 institutional investors held Strategy Inc (MSTR) as of Q2 2025, up from 1,009 in Q1 2025.
  • Funds reported $55.4B of Strategy Inc stock for Q2 2025, up 53% quarter-over-quarter.
  • 233 funds opened new Strategy Inc positions in Q2 2025 and 76 closed out, a net change of +157 holders.
  • The largest Strategy Inc buyer in Q2 2025 was Clear Street, an estimated $2.18B added.
  • The largest Strategy Inc seller in Q2 2025 was Clear Street Derivatives, an estimated $1.52B sold.

Based on aggregated 13F filings for Q2 2025.