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STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK

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: 3 → 5 (+2)

30.08% more ownership

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

10% more funds holding

Funds holding: 84 → 92 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$25.1M
2
Calamos Advisors
Calamos Advisors
Illinois
+$15.6M
3
AGM
Alpine Global Management
New York
+$13.4M
4
BlackRock
BlackRock
New York
+$12M
5
Capital World Investors
Capital World Investors
California
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
2
Wells Fargo
Wells Fargo
California
-$3.41M
3
MS
Madden Securities
Texas
-$2.41M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.37M
5
UOC
UBS O'Connor
Illinois
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
76
Virtus ETF Advisers
New York
$36.7K – – –
VFM
77
Vision Financial Markets
Connecticut
$33.4K +$832 +8 +2%
Millennium Management
78
Millennium Management
New York
$29.5K – – –
TC
79
Truvestments Capital
Florida
$27.5K – – –
GSWM
80
Golden State Wealth Management
California
$24.5K +$11.5K +111 +71%
AF
81
Allworth Financial
California
$20.8K – – –
FFA
82
Farther Finance Advisors
California
$18.8K -$11.2K -108 -35%
AWM
83
Activest Wealth Management
Florida
$18.8K +$21.3K +205 New
NA
84
NewEdge Advisors
Louisiana
$18.3K +$20.8K +200 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$18.3K – – –
PWA
86
Physician Wealth Advisors
Utah
$14.4K +$16.3K +157 New
AUB
87
Atlantic Union Bankshares
Virginia
$10.5K – – –
ASN
88
Advisory Services Network
Georgia
$9.17K +$10.4K +100 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$4.58K +$5.2K +50 New
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$4K – – –
SIS
91
Sound Income Strategies
Florida
$2.73K +$3.02K +29 New
LWMI
92
Legacy Wealth Management (Idaho)
Idaho
$2.02K – – –
TPCW
93
TD Private Client Wealth
New York
$1.28K +$1.46K +14 New
SA
94
Strategic Advocates
Utah
$367 +$416 +4 New
AA
95
Argent Advisors
Louisiana
– -$484K -4,000 Closed
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
– -$368K -3,040 Closed
Pathstone Holdings
97
Pathstone Holdings
New Jersey
– -$363K -3,000 Closed
PIA
98
Perennial Investment Advisors
California
– -$346K -2,859 Closed
Creative Planning
99
Creative Planning
Kansas
– -$314K -2,596 Closed
WCFA
100
Walkner Condon Financial Advisors
Wisconsin
– -$314K -2,594 Closed
1 2 3
4
5

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.