STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock

91 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, 27 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
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
GSC
51
Ground Swell Capital
South Carolina
$245K
SIM
52
SSI Investment Management
California
$245K
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$226K
FA
54
Fiduciary Alliance
South Carolina
$224K
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$221K
SAM
56
Synergy Asset Management
Washington
$218K
Osaic Holdings
57
Osaic Holdings
Arizona
$213K
EWA
58
Exit Wealth Advisors
Georgia
$212K
APP
59
Avantax Planning Partners
Iowa
$209K
JP Morgan Chase
60
JP Morgan Chase
New York
$205K
MTIM
61
Marathon Trading Investment Management
Pennsylvania
$148K
Millennium Management
62
Millennium Management
New York
$144K
EWA
63
EverSource Wealth Advisors
Alabama
$104K
SSG
64
Summit Securities Group
New York
$98.3K
ACA
65
Aptus Capital Advisors
Alabama
$89.4K
BHWM
66
Beaird Harris Wealth Management
Texas
$76.9K
OWP
67
ORG Wealth Partners
Texas
$66.3K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$64.3K
MFT
69
Moisand Fitzgerald Tamayo
Florida
$48.9K
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$47.5K
CAM
71
Costello Asset Management
Pennsylvania
$35.4K
VEA
72
Virtus ETF Advisers
New York
$28.4K
AF
73
Allworth Financial
California
$24.4K
TC
74
Truvestments Capital
Florida
$21.2K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$19K