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STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock

92 hedge funds and large institutions have $670M invested in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 15

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

30.08% more ownership

Funds ownership: 70.45%100.53% (+30%)

10% more funds holding

Funds holding: 8492 (+8)

25% less capital invested

Capital invested by funds: $891M → $670M (-$221M)

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.21%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
24
Increased
38
Reduced
15
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MS
26
Madden Securities
Texas
$1.82M -$2.41M -23,175 -54%
SPIA
27
Steward Partners Investment Advisory
New York
$1.77M +$11.4K +110 +0.6%
Deutsche Bank
28
Deutsche Bank
Germany
$1.68M +$1.9M +18,313 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.63M -$1.37M -13,126 -42%
Wells Fargo
30
Wells Fargo
California
$1.6M -$3.41M -32,828 -65%
AWM
31
Apollon Wealth Management
South Carolina
$1.58M +$588K +5,650 +49%
WS
32
Wedbush Securities
California
$1.31M +$357K +3,430 +32%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$1.29M +$165K +1,590 +13%
IFG
34
Independent Financial Group
California
$1.21M -$205K -1,972 -13%
SG
35
StoneX Group
New York
$967K +$41K +394 +4%
UOC
36
UBS O'Connor
Illinois
$872K -$1.09M -10,500 -53%
EMCIP
37
Ewing Morris & Co Investment Partners
Ontario, Canada
$847K +$35.4K +340 +4%
WAM
38
Wolverine Asset Management
Illinois
$799K -$47.8K -460 -5%
OGC
39
Oak Grove Capital
New Hampshire
$798K -$811K -7,800 -47%
PCM
40
Palisade Capital Management
New Jersey
$745K -$93.6K -900 -10%
TI
41
Tidal Investments
Wisconsin
$692K +$54.5K +524 +7%
HighTower Advisors
42
HighTower Advisors
Illinois
$603K +$313K +3,005 +84%
KAS
43
Kestra Advisory Services
Texas
$596K +$481K +4,629 +248%
BHWM
44
Beaird Harris Wealth Management
Texas
$581K +$9.36K +90 +1%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$567K +$397K +3,815 +183%
LBWM
46
Left Brain Wealth Management
Illinois
$557K +$632K +6,075 New
OC
47
Oppenheimer & Co
New York
$509K -$151K -1,455 -21%
IAA
48
Independent Advisor Alliance
North Carolina
$508K +$380K +3,658 +195%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$459K
KPWS
50
Kestra Private Wealth Services
Texas
$451K -$255K -2,450 -33%

STRK Hedge Fund Activity: Q3 2025 in Review

92 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) for Q3 2025, worth a combined $670M — down 25% from $891M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new STRK positions and 14 closed out — a net gain of 10 holders — while 38 added to existing stakes and 15 trimmed.

The largest buyer was Mirae Asset Global ETFs Holdings, opening a new position worth an estimated $25.1M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 92 institutional investors held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) as of Q3 2025, up from 84 in Q2 2025.
  • Funds reported $670M of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock stock for Q3 2025, down 25% quarter-over-quarter.
  • 24 funds opened new Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock positions in Q3 2025 and 14 closed out, a net change of +10 holders.
  • The largest Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock buyer in Q3 2025 was Mirae Asset Global ETFs Holdings, an estimated $25.1M added.
  • The largest Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock seller in Q3 2025 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2025.