STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK

Overview Fund Activity

80 hedge funds and large institutions have $883M invested in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 24 increasing their positions, 6 reducing their positions, and 9 closing their positions.

Holders
80
Holders Change
+27
Holders Change %
+50.94%
% of All Funds
1.07%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
24
Reduced
6
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$63.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$175M
3
BlackRock
3
BlackRock
New York
$110M
4
Capital International Investors
4
Capital International Investors
California
$251M
5
LPL Financial
5
LPL Financial
California
$25.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$78.7K
2
BCM
2
BlueCrest Capital Management
Jersey
$0
3
SIM
3
SSI Investment Management
California
$422K
4
ICM
4
Ionic Capital Management
New York
$3.38M
5
PCM
5
Palisade Capital Management
New Jersey
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital International Investors
1
Capital International Investors
California
$251M 2,075,300 +200,300 +11%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$175M 1,442,194 +412,894 +40%
BlackRock
3
BlackRock
New York
$110M 905,940 +282,292 +45%
VOYA Investment Management
4
VOYA Investment Management
Georgia
$75.6M 625,000 – –
Capital World Investors
5
Capital World Investors
California
$63.4M 523,600 +523,600 New
VanEck Associates
6
VanEck Associates
New York
$43.2M 357,149 +106,688 +43%
Hudson Bay Capital Management
7
Hudson Bay Capital Management
Connecticut
$26.1M 215,421 +124,221 +136%
LPL Financial
8
LPL Financial
California
$25.6M 211,576 +173,488 +455%
State Street
9
State Street
Massachusetts
$15.4M 146,000 +40,000 +38%
Invesco
10
Invesco
Georgia
$8.59M 71,000 +33,000 +87%
HIC
11
Hartline Investment Corp
Illinois
$8.42M 69,619 +59,055 +559%
AV
12
Aspiring Ventures
Ohio
$8.2M 67,741 +3,614 +6%
Morgan Stanley
13
Morgan Stanley
New York
$7.77M 64,214 +50,987 +385%
Wells Fargo
14
Wells Fargo
California
$6.09M 50,325 +11,111 +28%
MS
15
Madden Securities
Texas
$5.2M 42,975 +42,975 New
AS
16
Altshuler Shaham
Israel
– – – –
GCM
17
Greenland Capital Management
New York
$4.84M 40,000 – –
Stifel Financial
18
Stifel Financial
Missouri
$3.91M 32,335 +7,157 +28%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.75M 30,945 +2,012 +7%
ICM
20
Ionic Capital Management
New York
$3.38M 27,970 -9,723 -26%
CL
21
CRCM LP
California
$2.76M 22,784 +7,036 +45%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.72M 22,502 +14,605 +185%
UOC
23
UBS O'Connor
Illinois
$2.43M 20,000 – –
SPIA
24
Steward Partners Investment Advisory
New York
$2.33M 19,225 +12,065 +169%
OGC
25
Oak Grove Capital
New Hampshire
$2M 16,500 +16,500 New
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