Wall Street Giant Jane Street Grew Strategy Holdings by 473% in Q4

Quantitative trading powerhouse Jane Street Group, LLC significantly ramped up its position in Strategy Incorporated (formerly known as MicroStrategy, ticker: MSTR) during the fourth quarter of 2025, according to the firm's latest Form 13F filing with the U.S. Securities and Exchange Commission.

The filing, covering the period ending December 31, 2025, discloses that Jane Street increased its holdings of Strategy Class A common stock by 473%. The firm added approximately 785,224 shares, bringing its total stake to 951,187 shares. At the end of the quarter, this position was valued at roughly $121 million.

The dramatic increase highlights Jane Street's growing exposure to Strategy, a company renowned for its aggressive Bitcoin treasury strategy. Strategy holds hundreds of thousands of Bitcoin on its balance sheet—over 717,000 BTC as of recent reports—making its stock a popular proxy for institutional investors seeking leveraged exposure to cryptocurrency without directly holding the asset.

The surge in Strategy holdings comes as Bitcoin and related assets continue to attract institutional interest, despite market fluctuations.