Strategy Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Wolverine Asset Management LLC

UNCHANGED

Shares73,600,000 from 73,600,000

Change0 (0%)

Value$88.6M (+$17.9M)

Filed 2026-11-02

Context Capital Management, LLC

INCREASED

Shares44,000,000 from 36,500,000

Change+7,500,000 (+21%)

Value$52.8M (+$17.9M)

Filed 2026-11-04

Advent Capital Management

INCREASED

Shares40,231,000 from 19,210,000

Change+21,021,000 (+109%)

Value$48.6M (+$30.1M)

Filed 2026-11-09

Calamos Advisors LLC

UNCHANGED

Shares37,500,000 from 37,500,000

Change0 (0%)

Value$45.3M (+$8.8M)

Filed 2026-11-02

Bank of New York Mellon Corp

UNCHANGED

Shares450,000 from 450,000

Change0 (0%)

Value$543.4K (+$112.0K)

Filed 2026-11-05

Central Pacific Bank - Trust Division

NEW

Shares313,000

Change+313,000

Value$374.1K

Filed 2026-10-06

Jefferies Financial Group Inc.

DECREASED

Shares120,000 from 157,000

Change-37,000 (-24%)

Value$143.4K (-$8.4K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

UNCHANGED

Shares18,000 from 18,000

Change0 (0%)

Value$21.5K (+$4.4K)

Filed 2026-11-02

Mirabaud Asset Management (France) SAS

CLOSED

Shares0 from 7,300,000

Change-7,300,000 (-100%)

Value$0 (-$7.1M)

Filed 2026-11-09

Russell Investments Group, Ltd.

CLOSED

Shares0 from 243,000

Change-243,000 (-100%)

Value$0 (-$236.6K)

Filed 2026-11-06

Linden Advisors LP

N/A

Shares— from 131,263,000

Change-131,263,000 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 121,252,000

Change-121,252,000 (-100%)

Value—

Whitebox Advisors LLC

N/A

Shares— from 112,000,000

Change-112,000,000 (-100%)

Value—

AQR Arbitrage LLC

N/A

Shares— from 41,205,000

Change-41,205,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 32,778,000

Change-32,778,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 21,198,000

Change-21,198,000 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 17,500,000

Change-17,500,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 16,235,000

Change-16,235,000 (-100%)

Value—

Farallon Capital Management, L.L.C.

N/A

Shares— from 15,000,000

Change-15,000,000 (-100%)

Value—

Aristeia Capital, L.L.C.

N/A

Shares— from 12,000,000

Change-12,000,000 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 11,600,000

Change-11,600,000 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 11,500,000

Change-11,500,000 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 8,750,000

Change-8,750,000 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 7,500,000

Change-7,500,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 5,926,000

Change-5,926,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 4,052,000

Change-4,052,000 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 2,500,000

Change-2,500,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 2,295,000

Change-2,295,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,250,000

Change-1,250,000 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 1,000,000

Change-1,000,000 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 500,000

Change-500,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 389,000

Change-389,000 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 250,000

Change-250,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 141,000

Change-141,000 (-100%)

Value—

	Status
Wolverine Asset Management LLC	UNCHANGED	73,600,000	73,600,000	0	0%	$70.7M	$88.6M	+$17.9M	2026-11-02
Context Capital Management, LLC	INCREASED	44,000,000	36,500,000	+7,500,000	+21%	$34.9M	$52.8M	+$17.9M	2026-11-04
Advent Capital Management	INCREASED	40,231,000	19,210,000	+21,021,000	+109%	$18.4M	$48.6M	+$30.1M	2026-11-09
Calamos Advisors LLC	UNCHANGED	37,500,000	37,500,000	0	0%	$36.5M	$45.3M	+$8.8M	2026-11-02
Bank of New York Mellon Corp	UNCHANGED	450,000	450,000	0	0%	$431.4K	$543.4K	+$112.0K	2026-11-05
Central Pacific Bank - Trust Division	NEW	313,000	—	+313,000	—	—	$374.1K	—	2026-10-06
Jefferies Financial Group Inc.	DECREASED	120,000	157,000	-37,000	-24%	$151.9K	$143.4K	-$8.4K	2026-11-05
Commonwealth Equity Services, LLC	UNCHANGED	18,000	18,000	0	0%	$17.2K	$21.5K	+$4.4K	2026-11-02
Mirabaud Asset Management (France) SAS	CLOSED	0	7,300,000	-7,300,000	-100%	$7.1M	$0	-$7.1M	2026-11-09
Russell Investments Group, Ltd.	CLOSED	0	243,000	-243,000	-100%	$236.6K	$0	-$236.6K	2026-11-06
Linden Advisors LP	N/A	—	131,263,000	-131,263,000	-100%	$126.1M	—	—	—
Weiss Asset Management LP	N/A	—	121,252,000	-121,252,000	-100%	$117.4M	—	—	—
Whitebox Advisors LLC	N/A	—	112,000,000	-112,000,000	-100%	$107.8M	—	—	—
AQR Arbitrage LLC	N/A	—	41,205,000	-41,205,000	-100%	$39.4M	—	—	—
Lazard Asset Management LLC	N/A	—	32,778,000	-32,778,000	-100%	$313.8K	—	—	—
State Street Corp	N/A	—	21,198,000	-21,198,000	-100%	$20.5M	—	—	—
Jump Financial, LLC	N/A	—	17,500,000	-17,500,000	-100%	$16.7M	—	—	—
BlackRock, Inc.	N/A	—	16,235,000	-16,235,000	-100%	$15.5M	—	—	—
Farallon Capital Management, L.L.C.	N/A	—	15,000,000	-15,000,000	-100%	$14.2M	—	—	—
Aristeia Capital, L.L.C.	N/A	—	12,000,000	-12,000,000	-100%	$11.5M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	11,600,000	-11,600,000	-100%	$11.2M	—	—	—
Point72 Asset Management, L.P.	N/A	—	11,500,000	-11,500,000	-100%	$11.1M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	8,750,000	-8,750,000	-100%	$8.4M	—	—	—
Verition Fund Management LLC	N/A	—	7,500,000	-7,500,000	-100%	$7.2M	—	—	—
Morgan Stanley	N/A	—	5,926,000	-5,926,000	-100%	$5.7M	—	—	—
Franklin Resources Inc	N/A	—	4,052,000	-4,052,000	-100%	$3.9M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	4,000,000	-4,000,000	-100%	$3.8M	—	—	—
Walleye Capital LLC	N/A	—	2,500,000	-2,500,000	-100%	$2.4M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	2,295,000	-2,295,000	-100%	$2.2M	—	—	—
BNP Paribas Financial Markets	N/A	—	1,250,000	-1,250,000	-100%	$1.2M	—	—	—
Balyasny Asset Management L.P.	N/A	—	1,000,000	-1,000,000	-100%	$965.0K	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	500,000	-500,000	-100%	$479.4K	—	—	—
Bank of America Corp	N/A	—	389,000	-389,000	-100%	$370.9K	—	—	—
SG Americas Securities, LLC	N/A	—	250,000	-250,000	-100%	$23.6K	—	—	—
JPMorgan Chase & Co	N/A	—	141,000	-141,000	-100%	$134.7K	—	—	—

Showing 35 of 35 institutions