STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock

83 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, 26 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
GLA
51
Good Life Advisors
Pennsylvania
$335K
Creative Planning
52
Creative Planning
Kansas
$314K
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$314K
FA
54
Fiduciary Alliance
South Carolina
$269K
KWMG
55
King Wealth Management Group
Florida
$261K
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$251K
HI
57
Harbour Investments
Wisconsin
$244K
VVP
58
Venture Visionary Partners
Ohio
$242K
VWA
59
Visionary Wealth Advisors
Illinois
$230K
IAA
60
Independent Advisor Alliance
North Carolina
$227K
KAS
61
Kestra Advisory Services
Texas
$226K
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$217K
ACA
63
Aptus Capital Advisors
Alabama
$142K
Toronto Dominion Bank
64
Toronto Dominion Bank
Ontario, Canada
$121K
UBS Group
65
UBS Group
Switzerland
$78.7K
MFT
66
Moisand Fitzgerald Tamayo
Florida
$77.8K
CMP
67
Coston McIsaac & Partners
Maine
$61K
CAM
68
Costello Asset Management
Pennsylvania
$60.5K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$57K
Comerica Bank
70
Comerica Bank
Texas
$48.4K
VFM
71
Vision Financial Markets
Connecticut
$43.1K
FFA
72
Farther Finance Advisors
California
$37.9K
Millennium Management
73
Millennium Management
New York
$36.3K
TC
74
Truvestments Capital
Florida
$36.3K
AF
75
Allworth Financial
California
$27.5K