# Institutional investment in Strategy Inc

> Live situation record from CLSTR: https://clstr.news/situations/institutional-investment-in-strategy-inc
> Updated: 2026-08-14T19:29:18.000Z. Sources: 2. Developments: 2.

Institutional investors have significantly increased their positions in Strategy Inc. (formerly MicroStrategy), a company that serves as a major corporate proxy for Bitcoin exposure.

SEC filings indicate that Wells Fargo more than doubled its holdings in the company, increasing its stake by 150% to approximately 726,000 shares, valued at roughly $185 million. Meanwhile, Invesco Ltd. boosted its position by 42% to a value of approximately $862 million, holding 8.72 million shares as of March 31, 2026. This position represents roughly 2.39% ownership of the company.

Strategy Inc. maintains a substantial Bitcoin treasury, reported at 843,775 BTC as of the most recent Q2 earnings report, which represents approximately 4% of the total circulating supply.

## Timeline

### 2026-08-14: Invesco and Russell Investments increase major stock holdings

Invesco increased its stake in Strategy Inc. to $862 million, while Russell Investments Group Ltd. significantly boosted its holdings in GRAIL, Inc. amid broader institutional trading activity.

2 sources. https://clstr.news/cluster/invesco-increases-stake-in-strategy-inc-to-862-million

### 2026-08-14: Wells Fargo increases Strategy Inc. stake to $185 million

SEC filings show Wells Fargo increased its stake in Strategy Inc. by 150% to $185 million, while PFG Advisors reduced its holdings in Wells Fargo by 16.1%.

2 sources. https://clstr.news/cluster/wells-fargo-increases-strategy-inc-stake-to-185-million

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Cite as: Institutional investment in Strategy Inc. CLSTR, https://clstr.news/situations/institutional-investment-in-strategy-inc