Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Strategy Inc (STRK)

85 + Investors. Track Smart Money conviction in STRK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — STRK

Based on 85 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their STRK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 1.8Y peak

91% of all-time peak
85 funds currently hold this stock — 91% of the 1.8-year high of 93 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding STRK is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

46 buying49 selling
Last quarter: 49 funds reduced or exited vs 46 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 13 → 20 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 42% entered in last year

■ 0% conviction (2yr+) ■ 58% medium ■ 42% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~21 new funds/quarter

41 → 27 → 13 → 20 → 21 new funds/Q
New funds entering each quarter: 27 → 13 → 20 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 71% of holders entered in last year

■ 0% veterans ■ 29% 1-2yr ■ 71% new
Of 85 current holders: 60 (71%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
16 of 85 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in STRK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — STRK

In 2026 Q2, 46 hedge funds were net buyers of STRK (21 opened a new position, 25 added to an existing one), while 49 reduced or exited (22 trimmed, 27 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 58% of total institutional value in STRK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 85.

Hedge Fund Ownership: STRK

How many hedge funds hold STRK — quarterly history vs. share price
Quarterly hedge fund ownership of STRK vs. share price

Market Analysis: STRK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STRK

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: STRK
85 + Investors

Track Smart Money conviction in STRK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 85 91 -6.59%
13F Shares 6M 6M -12.3%
Total Value $329M $415M -20.69%
New Positions 21 20 +1
Increased Positions 25 26 -1
Closed Positions 27 13 +14
Reduced Positions 22 21 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STRK

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Financial Highlights

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Institutional Holders (2026 Q2)

85 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STRK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 STRK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ParaFi Capital LP 3.72% 228,319 $13.4M
2 Greenland Capital Management LP 1.40% 193,480 $11.4M
3 Aspiring Ventures, LLC 1.12% 78,131 $4.6M
4 Sentinel Dome Partners, LLC 0.70% 16,000 $962K
5 Infrastructure Capital Advisors, LLC 0.66% 190,876 $11.2M
6 Turner Financial Group, Inc. 0.44% 7,474 $440K
7 Ionic Capital Management LLC 0.28% 33,059 $1.9M
8 Pasadena Private Wealth, LLC 0.25% 33,571 $2.0M
9 Ewing Morris & Co. Investment Partners Ltd. 0.21% 6,798 $400K
10 Advent Capital Management /de/ 0.13% 100,876 $5.9M
11 Alliance Wealth Advisors, LLC 0.07% 3,735 $220K
12 Virtus Fixed Income Advisers, LLC 0.07% 1,780 $105K
13 K2 Principal Fund, L.P. 0.06% 13,900 $818K
14 Shaolin Capital Management LLC 0.05% 16,526 $972K
15 Css LLC/Il 0.04% 17,523 $1.0M
16 Calamos Advisors LLC 0.04% 200,000 $11.8M
17 EverSource Wealth Advisors, LLC 0.03% 16,355 $962K
18 Ares Systematic Credit Ltd 0.03% 705 $41K
19 Sovran Advisors, LLC 0.02% 5,172 $323K
20 Empowered Funds, LLC 0.02% 73,870 $4.3M
21 Wealthcare Advisory Partners LLC 0.02% 20,274 $1.2M
22 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% 282,158 $16.6M
23 Synergy Asset Management, LLC 0.02% 3,433 $202K
24 Capital International Investors 0.01% 1,218,911 $71.7M
25 Osaic Holdings, INC. 0.01% 207,452 $12.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Strategy Inc (STRK)

What does the Smart Money Trend signal show for STRK?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their STRK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for STRK?

More sellers than buyers — 48% buying: Last quarter: 49 funds reduced or exited vs 46 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for STRK holders?

Elite ownership — 58% AUM from top-100 funds: 16 of 85 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in STRK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held STRK?

Mostly new holders — 42% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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