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STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock

84 hedge funds and large institutions have $891M 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, 27 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 9

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

100% more capital invested

Capital invested by funds: $446M → $891M (+$445M)

56% more funds holding

Funds holding: 5484 (+30)

0.77% more ownership

Funds ownership: 69.68%70.45% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
84
Holders Change
+30
Holders Change %
+55.56%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
27
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OGC
26
Oak Grove Capital
New Hampshire
$2M +$1.58M +16,500 New
IFG
27
Independent Financial Group
California
$1.84M +$125K +1,310 +9%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$1.51M +$1.2M +12,503 New
AWM
29
Apollon Wealth Management
South Carolina
$1.4M +$1.11M +11,600 New
WS
30
Wedbush Securities
California
$1.31M -$47.8K -500 -4%
SG
31
StoneX Group
New York
$1.23M +$270K +2,828 +39%
PCM
32
Palisade Capital Management
New Jersey
$1.1M -$770K -8,050 -47%
EMCIP
33
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.08M +$851K +8,901 New
WAM
34
Wolverine Asset Management
Illinois
$1,000K +$78.1K +817 +10%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$893K +$708K +7,407 New
KPWS
36
Kestra Private Wealth Services
Texas
$892K +$16.4K +172 +2%
TI
37
Tidal Investments
Wisconsin
$849K +$671K +7,019 New
OC
38
Oppenheimer & Co
New York
$848K +$284K +2,970 +74%
BHWM
39
Beaird Harris Wealth Management
Texas
$756K -$3.63K -38 -0.6%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$605K
UIA
41
Ulland Investment Advisors
Minnesota
$493K -$182K -1,900 -32%
Osaic Holdings
42
Osaic Holdings
Arizona
$486K +$384K +4,015 +100,375%
AA
43
Argent Advisors
Louisiana
$484K
HighTower Advisors
44
HighTower Advisors
Illinois
$432K +$67.9K +710 +25%
SIM
45
SSI Investment Management
California
$422K -$1.1M -11,525 -77%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$368K +$291K +3,040 New
Pathstone Holdings
47
Pathstone Holdings
New Jersey
$363K +$287K +3,000 New
APP
48
Avantax Planning Partners
Iowa
$357K +$282K +2,953 New
Bank of America
49
Bank of America
North Carolina
$357K +$83.5K +873 +42%
KCFA
50
Key Client Fiduciary Advisors
New Jersey
$356K +$282K +2,945 New

STRK Hedge Fund Activity: Q2 2025 in Review

84 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) for Q2 2025, worth a combined $891M — up 100% from $446M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new STRK positions and 9 closed out — a net gain of 31 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $50.1M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $5.92M sold.

  • 84 institutional investors held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) as of Q2 2025, up from 54 in Q1 2025.
  • Funds reported $891M of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock stock for Q2 2025, up 100% quarter-over-quarter.
  • 40 funds opened new Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock positions in Q2 2025 and 9 closed out, a net change of +31 holders.
  • The largest Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock buyer in Q2 2025 was Capital World Investors, an estimated $50.1M added.
  • The largest Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock seller in Q2 2025 was BlueCrest Capital Management, an estimated $5.92M sold.

Based on aggregated 13F filings for Q2 2025.