STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock

82 hedge funds and large institutions have $561M invested in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$15.7M
2 +$12M
3 +$12M
4
Calamos Advisors
Calamos Advisors
Illinois
+$4.3M
5
BlackRock
BlackRock
New York
+$3.55M

Top Sellers

1 -$22.6M
2 -$19.4M
3 -$11.6M
4
Invesco
Invesco
Georgia
-$6.51M
5
HIC
Hartline Investment Corp
Illinois
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$243K
FA
52
Fiduciary Alliance
South Carolina
$236K
WAM
53
Wolverine Asset Management
Illinois
$233K
APP
54
Avantax Planning Partners
Iowa
$233K
SA
55
Sovran Advisors
California
$225K
CWM
56
Calamos Wealth Management
Illinois
$221K
MTIM
57
Marathon Trading Investment Management
Pennsylvania
$165K
ACA
58
Aptus Capital Advisors
Alabama
$99.2K
GRP
59
Global Retirement Partners
California
$78.8K
OWP
60
ORG Wealth Partners
Texas
$73.9K
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$71K
HI
62
Harbour Investments
Wisconsin
$68.9K
MFT
63
Moisand Fitzgerald Tamayo
Florida
$53K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$52.9K
CAM
65
Costello Asset Management
Pennsylvania
$39.4K
VEA
66
Virtus ETF Advisers
New York
$31.6K
VFM
67
Vision Financial Markets
Connecticut
$28.8K
AF
68
Allworth Financial
California
$23.7K
TC
69
Truvestments Capital
Florida
$23.6K
GSWM
70
Golden State Wealth Management
California
$19.1K
AWM
71
Activest Wealth Management
Florida
$16.1K
PWA
72
Physician Wealth Advisors
Utah
$12.4K
EWA
73
EQ Wealth Advisors
Texas
$11.9K
FFA
74
Farther Finance Advisors
California
$8.3K
SIS
75
Sound Income Strategies
Florida
$7.97K