Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STRATEGY INC (STRK)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — STRK

Based on 78 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 4Q
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 — 90% of 1.2Y peak

90% of all-time peak
78 funds currently hold this stock — 90% of the 1.2-year high of 87 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +7700% more funds vs a year ago

fund count last 5Q
+77 new funds entered over the past year (+7700% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 49% buying

40 buying41 selling
Last quarter: 41 funds reduced or exited vs 40 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.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 49 → 40 → 24 → 12. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 62% entered in last year

0% conviction (2yr+) 38% medium 62% 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.
💎

Buying through price weakness — shares -7%, value -94%

Value
-94%
Shares
-6%
Last quarter: funds added -7% more shares while total portfolio value only changed -94%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

49 → 40 → 24 → 12 new funds/Q
New funds entering each quarter: 49 → 40 → 24 → 12. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 99% of holders entered in last year

1% veterans 0% 1-2yr 99% new
Of 78 current holders: 77 (99%) entered in the past year, only 1 (1%) 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 — 51% AUM from top-100 funds

51% from top-100 AUM funds
15 of 78 holders are among the 100 largest funds by AUM, controlling 51% 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.
5.9
out of 10
Moderate Exit Risk
Exit risk score 5.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: STRK
2026 Q1 Stats Unlock in 22 days 78 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 78 87 -10.34%
13F Shares 7M 8M -6.68%
Total Value $541M $9.49B -94.3%
New Positions 12 24 -12
Increased Positions 28 35 -7
Closed Positions 21 17 +4
Reduced Positions 20 15 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: STRK

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

78 + investors

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

Top 17 institutional holders of STRK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Andina Capital Management, LLC 1.40% 22,309 $1.6M
2 Ground Swell Capital, LLC 0.48% 3,467 $245K
3 Pasadena Private Wealth, LLC 0.35% 35,732 $2.5M
4 Ulland Investment Advisors, LLC 0.25% 4,075
5 WEDBUSH SECURITIES INC 0.03% 14,449 $1K
6 Wealthcare Advisory Partners LLC 0.03% 20,792 $1.5M
7 VISION FINANCIAL MARKETS LLC 0.02% 220 $16K
8 Fiduciary Alliance LLC 0.01% 2,997 $224K
9 Apollon Wealth Management, LLC 0.01% 10,200 $721K
10 Moisand Fitzgerald Tamayo, LLC 0.01% 692 $49K
11 Activest Wealth Management 0.00% 205 $14K
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 20,516 $1.5M
13 Physician Wealth Advisors, Inc. 0.00% 157 $11K
14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 3,115 $221K
15 Sound Income Strategies, LLC 0.00% 92 $7K
16 Farther Finance Advisors, LLC 0.00% 105 $8K
17 IFP Advisors, Inc 0.00% 5
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 — 49% buying: Last quarter: 41 funds reduced or exited vs 40 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 — 51% AUM from top-100 funds: 15 of 78 holders are among the 100 largest funds by AUM, controlling 51% 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 — 62% 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.