STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock

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.

New
Increased
Maintained
Reduced
Closed
Holders
82
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
Creative Planning
51
Creative Planning
Kansas
$314K
WCFA
52
Walkner Condon Financial Advisors
Wisconsin
$314K
FA
53
Fiduciary Alliance
South Carolina
$269K
KWMG
54
King Wealth Management Group
Florida
$261K
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$251K
HI
56
Harbour Investments
Wisconsin
$244K
VVP
57
Venture Visionary Partners
Ohio
$242K
VWA
58
Visionary Wealth Advisors
Illinois
$230K
IAA
59
Independent Advisor Alliance
North Carolina
$227K
KAS
60
Kestra Advisory Services
Texas
$226K
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$217K
ACA
62
Aptus Capital Advisors
Alabama
$142K
Toronto Dominion Bank
63
Toronto Dominion Bank
Ontario, Canada
$121K
UBS Group
64
UBS Group
Switzerland
$78.7K
MFT
65
Moisand Fitzgerald Tamayo
Florida
$77.8K
CMP
66
Coston McIsaac & Partners
Maine
$61K
CAM
67
Costello Asset Management
Pennsylvania
$60.5K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$57K
Comerica Bank
69
Comerica Bank
Texas
$48.4K
VFM
70
Vision Financial Markets
Connecticut
$43.1K
FFA
71
Farther Finance Advisors
California
$37.9K
Millennium Management
72
Millennium Management
New York
$36.3K
TC
73
Truvestments Capital
Florida
$36.3K
AF
74
Allworth Financial
California
$27.5K
Raymond James Financial
75
Raymond James Financial
Florida
$26.5K