Who Owns STRATEGY SHS (ESIM)?Hedge Fund & Institutional Holders
$25.17-0.46 (-1.79%)NYSE_ARCA
Institutional Holders
5
as of Q4 2025
Total Institutional Value
$22.5T
% of Float Held
—
QoQ Change in Holders
+3 / -0
Price History
ESIM — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| PAX Financial Group, LLC | New Position | +88K | +$2.2M |
| EverSource Wealth Advisors, LLC | New Position | +20K | +$506K |
| ROYAL BANK OF CANADA | New Position | +26K | +$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PAX Financial Group, LLC | 88,469 | $2.2M | 0.39% | Share |
| 2 | EverSource Wealth Advisors, LLC | 18,230 | $462K | 0.02% | Share |
| 3 | EverSource Wealth Advisors, LLC | 1,722 | $43K | 0.00% | Share |
| 4 | EverSource Wealth Advisors, LLC | 71 | $1K | 0.00% | Share |
| 5 | ROYAL BANK OF CANADA | 26,214 | $0 | 0.00% | Share |
As of Q4 2025, 5 institutional investors hold ESIM (STRATEGY SHS). The largest holder is PAX Financial Group, LLC with $2.2M in shares. This quarter, 3 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own ESIM?
As of Q4 2025, 5 institutional investors report holding ESIM (STRATEGY SHS) in their 13F filings.
Who is the largest institutional holder of ESIM?
The largest institutional holder of ESIM is PAX Financial Group, LLC with $2.2M in shares.
Is institutional ownership of ESIM increasing or decreasing?
This quarter, 3 institutions opened new positions in ESIM and 0 closed their positions.