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

Sort by

Context Capital Management, LLC

INCREASED

Shares108,625,000 from 35,000,000

Change+73,625,000 (+210%)

Value$102.8M (+$71.7M)

Filed 2026-11-04

Wolverine Asset Management LLC

DECREASED

Shares55,750,000 from 85,750,000

Change-30,000,000 (-35%)

Value$52.7M (-$23.2M)

Filed 2026-11-02

FMR LLC

DECREASED

Shares29,653,000 from 34,218,000

Change-4,565,000 (-13%)

Value$27.9M (-$2.3M)

Filed 2026-11-10

Bank of Montreal

UNCHANGED

Shares27,950,000 from 27,950,000

Change0 (0%)

Value$26.9M (+$2.8M)

Filed 2026-11-09

Citigroup Inc

UNCHANGED

Shares1,050,000 from 1,050,000

Change0 (0%)

Value$989.6K (+$61.9K)

Filed 2026-11-04

Bank of New York Mellon Corp

UNCHANGED

Shares300,000 from 300,000

Change0 (0%)

Value$288.3K (-$9.0K)

Filed 2026-11-05

Jefferies Financial Group Inc.

NEW

Shares227,000

Change+227,000

Value$214.4K

Filed 2026-11-05

Calamos Advisors LLC

CLOSED

Shares0 from 8,969,000

Change-8,969,000 (-100%)

Value$0 (-$8.0M)

Filed 2026-11-02

Deutsche Bank Ag\

CLOSED

Shares0 from 4,477,000

Change-4,477,000 (-100%)

Value$0 (-$4.0M)

Filed 2026-11-06

Russell Investments Group, Ltd.

CLOSED

Shares0 from 132,000

Change-132,000 (-100%)

Value$0 (-$117.3K)

Filed 2026-11-06

D. E. Shaw & Co., Inc.

N/A

Shares— from 516,995,000

Change-516,995,000 (-100%)

Value—

Linden Advisors LP

N/A

Shares— from 220,225,000

Change-220,225,000 (-100%)

Value—

Aristeia Capital, L.L.C.

N/A

Shares— from 146,321,000

Change-146,321,000 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 130,349,000

Change-130,349,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 129,974,000

Change-129,974,000 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 97,266,000

Change-97,266,000 (-100%)

Value—

LMR Partners LLP

N/A

Shares— from 87,597,000

Change-87,597,000 (-100%)

Value—

Walleye Capital LLC

N/A

Shares— from 79,947,000

Change-79,947,000 (-100%)

Value—

Whitebox Advisors LLC

N/A

Shares— from 59,782,000

Change-59,782,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 52,525,000

Change-52,525,000 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 44,774,000

Change-44,774,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 41,700,000

Change-41,700,000 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 16,000,000

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

Value—

Morgan Stanley

N/A

Shares— from 13,601,000

Change-13,601,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 13,500,000

Change-13,500,000 (-100%)

Value—

CSS LLC

N/A

Shares— from 7,000,000

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

Value—

Bank of America Corp

N/A

Shares— from 6,941,000

Change-6,941,000 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 6,500,000

Change-6,500,000 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 5,475,000

Change-5,475,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 5,290,000

Change-5,290,000 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 4,000,000

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

Value—

Farallon Capital Management, L.L.C.

N/A

Shares— from 2,632,000

Change-2,632,000 (-100%)

Value—

Verition Fund Management LLC

N/A

Shares— from 2,500,000

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

Value—

Wellington Management Group LLP

N/A

Shares— from 1,075,000

Change-1,075,000 (-100%)

Value—

Cantor Fitzgerald, L. P.

N/A

Shares— from 1,000,000

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

Value—

Franklin Resources Inc

N/A

Shares— from 1,000,000

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

Value—

Benefit Street Partners LLC

N/A

Shares— from 1,000,000

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

Value—

Goldman Sachs Group Inc

N/A

Shares— from 522,000

Change-522,000 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 200,000

Change-200,000 (-100%)

Value—

Shaolin Capital Management LLC

N/A

Shares— from 40,000

Change-40,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 15,000

Change-15,000 (-100%)

Value—

K2 Principal Fund, L.P.

N/A

Shares— from 8,000

Change-8,000 (-100%)

Value—

	Status
Context Capital Management, LLC	INCREASED	108,625,000	35,000,000	+73,625,000	+210%	$31.1M	$102.8M	+$71.7M	2026-11-04
Wolverine Asset Management LLC	DECREASED	55,750,000	85,750,000	-30,000,000	-35%	$75.9M	$52.7M	-$23.2M	2026-11-02
FMR LLC	DECREASED	29,653,000	34,218,000	-4,565,000	-13%	$30.2M	$27.9M	-$2.3M	2026-11-10
Bank of Montreal	UNCHANGED	27,950,000	27,950,000	0	0%	$24.1M	$26.9M	+$2.8M	2026-11-09
Citigroup Inc	UNCHANGED	1,050,000	1,050,000	0	0%	$927.8K	$989.6K	+$61.9K	2026-11-04
Bank of New York Mellon Corp	UNCHANGED	300,000	300,000	0	0%	$297.3K	$288.3K	-$9.0K	2026-11-05
Jefferies Financial Group Inc.	NEW	227,000	—	+227,000	—	—	$214.4K	—	2026-11-05
Calamos Advisors LLC	CLOSED	0	8,969,000	-8,969,000	-100%	$8.0M	$0	-$8.0M	2026-11-02
Deutsche Bank Ag\	CLOSED	0	4,477,000	-4,477,000	-100%	$4.0M	$0	-$4.0M	2026-11-06
Russell Investments Group, Ltd.	CLOSED	0	132,000	-132,000	-100%	$117.3K	$0	-$117.3K	2026-11-06
D. E. Shaw & Co., Inc.	N/A	—	516,995,000	-516,995,000	-100%	$458.7M	—	—	—
Linden Advisors LP	N/A	—	220,225,000	-220,225,000	-100%	$195.4M	—	—	—
Aristeia Capital, L.L.C.	N/A	—	146,321,000	-146,321,000	-100%	$129.8M	—	—	—
Balyasny Asset Management L.P.	N/A	—	130,349,000	-130,349,000	-100%	$115.7M	—	—	—
Millennium Management LLC	N/A	—	129,974,000	-129,974,000	-100%	$115.4M	—	—	—
Weiss Asset Management LP	N/A	—	97,266,000	-97,266,000	-100%	$86.4M	—	—	—
LMR Partners LLP	N/A	—	87,597,000	-87,597,000	-100%	$77.3M	—	—	—
Walleye Capital LLC	N/A	—	79,947,000	-79,947,000	-100%	$70.9M	—	—	—
Whitebox Advisors LLC	N/A	—	59,782,000	-59,782,000	-100%	$52.8M	—	—	—
State Street Corp	N/A	—	52,525,000	-52,525,000	-100%	$46.5M	—	—	—
Two Sigma Investments, LP	N/A	—	44,774,000	-44,774,000	-100%	$39.6M	—	—	—
BlackRock, Inc.	N/A	—	41,700,000	-41,700,000	-100%	$36.8M	—	—	—
Jump Financial, LLC	N/A	—	16,000,000	-16,000,000	-100%	$14.1M	—	—	—
Morgan Stanley	N/A	—	13,601,000	-13,601,000	-100%	$12.0M	—	—	—
Ameriprise Financial Inc	N/A	—	13,500,000	-13,500,000	-100%	$11.9M	—	—	—
CSS LLC	N/A	—	7,000,000	-7,000,000	-100%	$6.2M	—	—	—
Bank of America Corp	N/A	—	6,941,000	-6,941,000	-100%	$6.1M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	6,500,000	-6,500,000	-100%	$5.8M	—	—	—
Capstone Investment Advisors, LLC	N/A	—	5,475,000	-5,475,000	-100%	$4.9M	—	—	—
Lazard Asset Management LLC	N/A	—	5,290,000	-5,290,000	-100%	$46.9K	—	—	—
State of Wisconsin Investment Board	N/A	—	4,000,000	-4,000,000	-100%	$3.5M	—	—	—
Farallon Capital Management, L.L.C.	N/A	—	2,632,000	-2,632,000	-100%	$2.3M	—	—	—
Verition Fund Management LLC	N/A	—	2,500,000	-2,500,000	-100%	$2.2M	—	—	—
Wellington Management Group LLP	N/A	—	1,075,000	-1,075,000	-100%	$954.1K	—	—	—
Cantor Fitzgerald, L. P.	N/A	—	1,000,000	-1,000,000	-100%	$886.3K	—	—	—
Franklin Resources Inc	N/A	—	1,000,000	-1,000,000	-100%	$880.8K	—	—	—
Benefit Street Partners LLC	N/A	—	1,000,000	-1,000,000	-100%	$878.3K	—	—	—
Goldman Sachs Group Inc	N/A	—	522,000	-522,000	-100%	$461.2K	—	—	—
Ares Systematic Credit Ltd	N/A	—	200,000	-200,000	-100%	$177.5K	—	—	—
Shaolin Capital Management LLC	N/A	—	40,000	-40,000	-100%	$35.5M	—	—	—
BNP Paribas Financial Markets	N/A	—	15,000	-15,000	-100%	$13.3K	—	—	—
K2 Principal Fund, L.P.	N/A	—	8,000	-8,000	-100%	$7.1M	—	—	—

Showing 42 of 42 institutions