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 %
Creative Planning
51
Creative Planning
Kansas
$314K +$314K +2,596 New
WCFA
52
Walkner Condon Financial Advisors
Wisconsin
$314K +$314K +2,594 New
FA
53
Fiduciary Alliance
South Carolina
$269K +$269K +2,225 New
KWMG
54
King Wealth Management Group
Florida
$261K +$261K +2,160 New
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$251K +$251K +2,082 New
HI
56
Harbour Investments
Wisconsin
$244K +$244K +2,014 New
VVP
57
Venture Visionary Partners
Ohio
$242K +$242K +2,000 New
VWA
58
Visionary Wealth Advisors
Illinois
$230K +$230K +1,900 New
IAA
59
Independent Advisor Alliance
North Carolina
$227K +$227K +1,879 New
KAS
60
Kestra Advisory Services
Texas
$226K +$226K +1,865 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$217K -$99K – –
ACA
62
Aptus Capital Advisors
Alabama
$142K +$142K +1,175 New
Toronto Dominion Bank
63
Toronto Dominion Bank
Ontario, Canada
$121K – – –
UBS Group
64
UBS Group
Switzerland
$78.7K -$6.02M -49,736 -99%
MFT
65
Moisand Fitzgerald Tamayo
Florida
$77.8K +$77.8K +643 New
CMP
66
Coston McIsaac & Partners
Maine
$61K +$61K +509 New
CAM
67
Costello Asset Management
Pennsylvania
$60.5K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$57K +$57K +470 New
Comerica Bank
69
Comerica Bank
Texas
$48.4K +$48.4K +400 New
VFM
70
Vision Financial Markets
Connecticut
$43.1K +$846 +7 +2%
FFA
71
Farther Finance Advisors
California
$37.9K +$37.9K +313 New
Millennium Management
72
Millennium Management
New York
$36.3K – – –
TC
73
Truvestments Capital
Florida
$36.3K +$36.3K +300 New
AF
74
Allworth Financial
California
$27.5K +$27.5K +227 New
Raymond James Financial
75
Raymond James Financial
Florida
$26.5K +$26.5K +219 New
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