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STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK

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: 54 → 84 (+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: 3 → 3 (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
–

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$50.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$39.5M
3
BlackRock
BlackRock
New York
+$27M
4
Capital International Investors
Capital International Investors
California
+$19.1M
5
LPL Financial
LPL Financial
California
+$16.6M

Top Sellers

Rank Fund Capital Flow
1
BCM
BlueCrest Capital Management
Jersey
-$5.92M
2
UBS Group
UBS Group
Switzerland
-$4.75M
3
SIM
SSI Investment Management
California
-$1.1M
4
ICM
Ionic Capital Management
New York
-$930K
5
Barclays
Barclays
United Kingdom
-$919K
Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
51
Perennial Investment Advisors
California
$346K – – –
GLA
52
Good Life Advisors
Pennsylvania
$335K +$265K +2,768 New
Creative Planning
53
Creative Planning
Kansas
$314K +$248K +2,596 New
WCFA
54
Walkner Condon Financial Advisors
Wisconsin
$314K +$248K +2,594 New
FA
55
Fiduciary Alliance
South Carolina
$269K +$213K +2,225 New
KWMG
56
King Wealth Management Group
Florida
$261K +$206K +2,160 New
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$251K +$199K +2,082 New
HI
58
Harbour Investments
Wisconsin
$244K +$193K +2,014 New
VVP
59
Venture Visionary Partners
Ohio
$242K +$191K +2,000 New
VWA
60
Visionary Wealth Advisors
Illinois
$230K +$182K +1,900 New
IAA
61
Independent Advisor Alliance
North Carolina
$227K +$180K +1,879 New
KAS
62
Kestra Advisory Services
Texas
$226K +$178K +1,865 New
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$217K – – –
ACA
64
Aptus Capital Advisors
Alabama
$142K +$112K +1,175 New
Toronto Dominion Bank
65
Toronto Dominion Bank
Ontario, Canada
$121K – – –
UBS Group
66
UBS Group
Switzerland
$78.7K -$4.75M -49,736 -99%
MFT
67
Moisand Fitzgerald Tamayo
Florida
$77.8K +$61.5K +643 New
CMP
68
Coston McIsaac & Partners
Maine
$61K +$48.7K +509 New
CAM
69
Costello Asset Management
Pennsylvania
$60.5K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$57K +$44.9K +470 New
Comerica Bank
71
Comerica Bank
Texas
$48.4K +$38.2K +400 New
VFM
72
Vision Financial Markets
Connecticut
$43.1K +$669 +7 +2%
FFA
73
Farther Finance Advisors
California
$37.9K +$29.9K +313 New
Millennium Management
74
Millennium Management
New York
$36.3K – – –
TC
75
Truvestments Capital
Florida
$36.3K +$28.7K +300 New
1 2
3
4

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.