STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock

92 hedge funds and large institutions have $445M invested in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$269K
GSC
52
Ground Swell Capital
South Carolina
$245K
SIM
53
SSI Investment Management
California
$245K
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$226K
FA
55
Fiduciary Alliance
South Carolina
$224K
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$221K
SAM
57
Synergy Asset Management
Washington
$218K
Osaic Holdings
58
Osaic Holdings
Arizona
$213K
EWA
59
Exit Wealth Advisors
Georgia
$212K
APP
60
Avantax Planning Partners
Iowa
$209K
JP Morgan Chase
61
JP Morgan Chase
New York
$205K
MTIM
62
Marathon Trading Investment Management
Pennsylvania
$148K
Millennium Management
63
Millennium Management
New York
$144K
EWA
64
EverSource Wealth Advisors
Alabama
$104K
SSG
65
Summit Securities Group
New York
$98.3K
ACA
66
Aptus Capital Advisors
Alabama
$89.4K
BHWM
67
Beaird Harris Wealth Management
Texas
$76.9K
OWP
68
ORG Wealth Partners
Texas
$66.3K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$64.3K
MFT
70
Moisand Fitzgerald Tamayo
Florida
$48.9K
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$47.5K
CAM
72
Costello Asset Management
Pennsylvania
$35.4K
VEA
73
Virtus ETF Advisers
New York
$28.4K
AF
74
Allworth Financial
California
$24.4K
TC
75
Truvestments Capital
Florida
$21.2K