STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK

Overview Fund Activity

82 hedge funds and large institutions have $889M 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, 25 increasing their positions, 7 reducing their positions, and 10 closing their positions.

Holders
82
Holders Change
+29
Holders Change %
+54.72%
% of All Funds
1.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
40
Increased
25
Reduced
7
Closed
10
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 Holding Trade Value Shares
Change 		Shares
Change %
OGC
26
Oak Grove Capital
New Hampshire
$2M +$2M +16,500 New
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$1.51M +12,503 New
AWM
28
Apollon Wealth Management
South Carolina
$1.4M +$1.4M +11,600 New
WS
29
Wedbush Securities
California
$1.31M -$60.5K -500 -4%
SG
30
StoneX Group
New York
$1.23M +$342K +2,828 +39%
PCM
31
Palisade Capital Management
New Jersey
$1.1M -$966K -8,050 -47%
EMCIP
32
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.08M +$1.08M +8,901 New
WAM
33
Wolverine Asset Management
Illinois
$1,000K +$89K +817 +10%
National Bank of Canada
34
National Bank of Canada
Quebec, Canada
$893K +$893K +7,407 New
KPWS
35
Kestra Private Wealth Services
Texas
$892K +$20.8K +172 +2%
TI
36
Tidal Investments
Wisconsin
$849K +$849K +7,019 New
OC
37
Oppenheimer & Co
New York
$848K +$359K +2,970 +74%
BHWM
38
Beaird Harris Wealth Management
Texas
$756K -$4.6K -38 -0.6%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$605K – – –
UIA
40
Ulland Investment Advisors
Minnesota
$493K -$230K -1,900 -32%
AA
41
Argent Advisors
Louisiana
$484K – – –
HighTower Advisors
42
HighTower Advisors
Illinois
$432K +$85.9K +710 +25%
SIM
43
SSI Investment Management
California
$422K -$1.4M -11,525 -77%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$368K +$368K +3,040 New
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$363K +$363K +3,000 New
APP
46
Avantax Planning Partners
Iowa
$357K +$357K +2,953 New
Bank of America
47
Bank of America
North Carolina
$357K +$106K +873 +42%
KCFA
48
Key Client Fiduciary Advisors
New Jersey
$356K +$356K +2,945 New
PIA
49
Perennial Investment Advisors
California
$346K – – –
GLA
50
Good Life Advisors
Pennsylvania
$335K +$335K +2,768 New
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