STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK

Overview Fund Activity

53 hedge funds and large institutions have $444M invested in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+53
Holders Change %
–
% of All Funds
0.72%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
53
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$158M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$86.4M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$52.5M
4
BlackRock
BlackRock
New York
+$52.4M
5
VanEck Associates
VanEck Associates
New York
+$21M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
26
Hartline Investment Corp
Illinois
$887K +$887K +10,564 New
Citadel Advisors
27
Citadel Advisors
Florida
$835K +$835K +9,935 New
WAM
28
Wolverine Asset Management
Illinois
$795K +$795K +8,359 New
SAM
29
Stansberry Asset Management
Texas
$720K +$720K +8,576 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$663K +$663K +7,897 New
SG
31
StoneX Group
New York
$615K +$615K +7,318 New
KPWS
32
Kestra Private Wealth Services
Texas
$605K +$605K +7,200 New
SPIA
33
Steward Partners Investment Advisory
New York
$602K +$602K +7,160 New
BHWM
34
Beaird Harris Wealth Management
Texas
$528K +$528K +6,284 New
UIA
35
Ulland Investment Advisors
Minnesota
$502K +$502K +5,975 New
Neuberger Berman Group
36
Neuberger Berman Group
New York
$420K +$420K +5,000 New
HF
37
HRT Financial
New York
$347K +$347K +4,140 New
OC
38
Oppenheimer & Co
New York
$339K +$339K +4,040 New
AA
39
Argent Advisors
Louisiana
$336K +$336K +4,000 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$266K +$266K +3,168 New
HighTower Advisors
41
HighTower Advisors
Illinois
$240K +$240K +2,860 New
PIA
42
Perennial Investment Advisors
California
$240K +$240K +2,859 New
Jane Street
43
Jane Street
New York
$201K +$201K +2,393 New
Bank of America
44
Bank of America
North Carolina
$174K +$174K +2,077 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$99K – – –
Toronto Dominion Bank
46
Toronto Dominion Bank
Ontario, Canada
$84K +$84K +1,000 New
CAM
47
Costello Asset Management
Pennsylvania
$42K +$42K +500 New
VFM
48
Vision Financial Markets
Connecticut
$29.4K +$29.4K +350 New
Millennium Management
49
Millennium Management
New York
$26.8K +$26.8K +32,600 New
AWM
50
Angeles Wealth Management
California
$24.4K +$24.4K +290 New
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