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STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock

92 hedge funds and large institutions have $670M invested in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 15

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

30.08% more ownership

Funds ownership: 70.45%100.53% (+30%)

10% more funds holding

Funds holding: 8492 (+8)

25% less capital invested

Capital invested by funds: $891M → $670M (-$221M)

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.21%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
24
Increased
38
Reduced
15
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$449K +$88.8K +854 +21%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$422K +$479K +4,601 New
UIA
53
Ulland Investment Advisors
Minnesota
$374K
MG
54
Marex Group
$337K +$382K +3,675 New
Bank of America
55
Bank of America
North Carolina
$316K +$52K +500 +17%
SIM
56
SSI Investment Management
California
$309K -$3.12K -30 -0.9%
HF
57
HRT Financial
New York
$296K +$337K +3,236 New
SA
58
Sovran Advisors
California
$284K +$355K +3,415 New
KCFA
59
Key Client Fiduciary Advisors
New Jersey
$272K +$2.29K +22 +0.7%
HI
60
Harbour Investments
Wisconsin
$271K +$98.3K +945 +47%
APP
61
Avantax Planning Partners
Iowa
$271K
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$262K +$297K +2,855 New
FA
63
Fiduciary Alliance
South Carolina
$257K +$59.8K +575 +26%
CWM
64
Calamos Wealth Management
Illinois
$257K +$291K +2,800 New
VVP
65
Venture Visionary Partners
Ohio
$234K +$57.2K +550 +28%
ACA
66
Aptus Capital Advisors
Alabama
$115K +$8.53K +82 +7%
Comerica Bank
67
Comerica Bank
Texas
$101K +$72.9K +701 +175%
Toronto Dominion Bank
68
Toronto Dominion Bank
Ontario, Canada
$91K
OWP
69
ORG Wealth Partners
Texas
$86K +$97.6K +938 New
UBS Group
70
UBS Group
Switzerland
$83.7K +$27.4K +263 +40%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$81K +$43K +413 +88%
MFT
72
Moisand Fitzgerald Tamayo
Florida
$60.2K +$1.46K +14 +2%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$57.8K +$65.5K +630 New
CAM
74
Costello Asset Management
Pennsylvania
$45.9K
GRP
75
Global Retirement Partners
California
$45.9K +$52K +500 New

STRK Hedge Fund Activity: Q3 2025 in Review

92 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) for Q3 2025, worth a combined $670M — down 25% from $891M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new STRK positions and 14 closed out — a net gain of 10 holders — while 38 added to existing stakes and 15 trimmed.

The largest buyer was Mirae Asset Global ETFs Holdings, opening a new position worth an estimated $25.1M. The largest seller was Fidelity Investments, cutting an estimated $109M.

  • 92 institutional investors held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) as of Q3 2025, up from 84 in Q2 2025.
  • Funds reported $670M of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock stock for Q3 2025, down 25% quarter-over-quarter.
  • 24 funds opened new Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock positions in Q3 2025 and 14 closed out, a net change of +10 holders.
  • The largest Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock buyer in Q3 2025 was Mirae Asset Global ETFs Holdings, an estimated $25.1M added.
  • The largest Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock seller in Q3 2025 was Fidelity Investments, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2025.