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STRK

Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock

84 hedge funds and large institutions have $891M 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, 27 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 9

286% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 7

100% more capital invested

Capital invested by funds: $446M → $891M (+$445M)

56% more funds holding

Funds holding: 5484 (+30)

0.77% more ownership

Funds ownership: 69.68%70.45% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
84
Holders Change
+30
Holders Change %
+55.56%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
27
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$251M +$19.1M +200,300 +11%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$175M +$39.5M +412,894 +40%
BlackRock
3
BlackRock
New York
$110M +$27M +282,292 +45%
VOYA Investment Management
4
VOYA Investment Management
Georgia
$75.6M
Capital World Investors
5
Capital World Investors
California
$63.4M +$50.1M +523,600 New
VanEck Associates
6
VanEck Associates
New York
$43.2M +$10.2M +106,688 +43%
Hudson Bay Capital Management
7
Hudson Bay Capital Management
Connecticut
$26.1M +$11.9M +124,221 +136%
LPL Financial
8
LPL Financial
California
$25.6M +$16.6M +173,488 +455%
State Street
9
State Street
Massachusetts
$15.4M +$3.82M +40,000 +38%
Invesco
10
Invesco
Georgia
$8.59M +$3.15M +33,000 +87%
HIC
11
Hartline Investment Corp
Illinois
$8.42M +$5.65M +59,055 +559%
AV
12
Aspiring Ventures
Ohio
$8.2M +$345K +3,614 +6%
Morgan Stanley
13
Morgan Stanley
New York
$7.77M +$4.87M +50,987 +385%
Wells Fargo
14
Wells Fargo
California
$6.09M +$1.06M +11,111 +28%
MS
15
Madden Securities
Texas
$5.2M +$4.11M +42,975 New
AS
16
Altshuler Shaham
Israel
$4.91M
GCM
17
Greenland Capital Management
New York
$4.84M
ACM
18
Advent Capital Management
New York
$4.82M +$382K +4,000 +11%
Stifel Financial
19
Stifel Financial
Missouri
$3.91M +$684K +7,157 +28%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.75M +$192K +2,012 +7%
ICM
21
Ionic Capital Management
New York
$3.38M -$930K -9,723 -26%
CL
22
CRCM LP
California
$2.76M +$673K +7,036 +45%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.72M +$1.4M +14,605 +185%
UOC
24
UBS O'Connor
Illinois
$2.43M
SPIA
25
Steward Partners Investment Advisory
New York
$2.33M +$1.15M +12,065 +169%

STRK Hedge Fund Activity: Q2 2025 in Review

84 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) for Q2 2025, worth a combined $891M — up 100% from $446M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new STRK positions and 9 closed out — a net gain of 31 holders — while 27 added to existing stakes and 7 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $50.1M. The largest seller was BlueCrest Capital Management, exiting entirely with an estimated $5.92M sold.

  • 84 institutional investors held Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock (STRK) as of Q2 2025, up from 54 in Q1 2025.
  • Funds reported $891M of Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock stock for Q2 2025, up 100% quarter-over-quarter.
  • 40 funds opened new Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock positions in Q2 2025 and 9 closed out, a net change of +31 holders.
  • The largest Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock buyer in Q2 2025 was Capital World Investors, an estimated $50.1M added.
  • The largest Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock seller in Q2 2025 was BlueCrest Capital Management, an estimated $5.92M sold.

Based on aggregated 13F filings for Q2 2025.