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STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock

92 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, 28 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

10% more funds holding

Funds holding: 8492 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8.88% less ownership

Funds ownership: 97.87%88.99% (-8.9%)

21% less capital invested

Capital invested by funds: $563M → $445M (-$118M)

Holders
92
Holders Change
+8
Holders Change %
+9.52%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
28
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$269K +$8K +100 +3%
GSC
52
Ground Swell Capital
South Carolina
$245K +$277K +3,467 New
SIM
53
SSI Investment Management
California
$245K
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$226K -$94.8K -1,185 -27%
FA
55
Fiduciary Alliance
South Carolina
$224K
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$221K -$137K -1,717 -36%
SAM
57
Synergy Asset Management
Washington
$218K +$247K +3,089 New
Osaic Holdings
58
Osaic Holdings
Arizona
$213K -$66.3K -828 -22%
EWA
59
Exit Wealth Advisors
Georgia
$212K +$240K +2,995 New
APP
60
Avantax Planning Partners
Iowa
$209K
JP Morgan Chase
61
JP Morgan Chase
New York
$205K
MTIM
62
Marathon Trading Investment Management
Pennsylvania
$148K
Millennium Management
63
Millennium Management
New York
$144K +$16.5M +206,400 New
EWA
64
EverSource Wealth Advisors
Alabama
$104K +$117K +1,464 New
SSG
65
Summit Securities Group
New York
$98.3K +$111K +1,391 New
ACA
66
Aptus Capital Advisors
Alabama
$89.4K +$320 +4 +0.3%
BHWM
67
Beaird Harris Wealth Management
Texas
$76.9K -$420K -5,248 -83%
OWP
68
ORG Wealth Partners
Texas
$66.3K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$64.3K +$1.12K +14 +2%
MFT
70
Moisand Fitzgerald Tamayo
Florida
$48.9K +$1.52K +19 +3%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$47.5K
CAM
72
Costello Asset Management
Pennsylvania
$35.4K
VEA
73
Virtus ETF Advisers
New York
$28.4K
AF
74
Allworth Financial
California
$24.4K +$3.52K +44 +15%
TC
75
Truvestments Capital
Florida
$21.2K