Strategy Inc $MSTR Shares Acquired by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC boosted its holdings in Strategy Inc (NASDAQ:MSTR) by 9.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 41,017 shares of the software maker’s stock after acquiring an additional 3,403 shares during the period. Strategy accounts for about 0.8% of Kingswood Wealth Advisors LLC’s portfolio, making the stock its 19th largest holding. Kingswood Wealth Advisors LLC’s holdings in Strategy were worth $13,216,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the business. Norges Bank purchased a new stake in Strategy in the second quarter valued at $1,203,062,000. Amundi increased its position in shares of Strategy by 378.9% during the 2nd quarter. Amundi now owns 1,783,982 shares of the software maker’s stock worth $717,660,000 after purchasing an additional 1,411,500 shares during the last quarter. State Street Corp raised its holdings in Strategy by 9.9% in the 2nd quarter. State Street Corp now owns 5,484,569 shares of the software maker’s stock valued at $2,217,027,000 after buying an additional 495,278 shares during the period. Harvest Portfolios Group Inc. lifted its position in Strategy by 181.8% in the second quarter. Harvest Portfolios Group Inc. now owns 708,040 shares of the software maker’s stock valued at $286,211,000 after buying an additional 456,745 shares during the last quarter. Finally, National Pension Service boosted its stake in Strategy by 75.0% during the second quarter. National Pension Service now owns 507,093 shares of the software maker’s stock worth $204,982,000 after buying an additional 217,358 shares during the period. 59.84% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on MSTR shares. Monness Crespi & Hardt raised shares of Strategy from a “sell” rating to a “neutral” rating in a research note on Monday, November 10th. Weiss Ratings reissued a “hold (c)” rating on shares of Strategy in a research report on Monday, December 29th. BTIG Research decreased their price target on Strategy from $700.00 to $630.00 and set a “buy” rating on the stock in a research note on Friday, October 31st. Citigroup dropped their price objective on Strategy from $485.00 to $325.00 and set a “buy” rating for the company in a research note on Monday, December 22nd. Finally, HC Wainwright decreased their target price on Strategy from $521.00 to $475.00 and set a “buy” rating on the stock in a research note on Monday, November 3rd. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $465.13.

Insider Activity at Strategy

In other news, Director Jane A. Dietze acquired 1,100 shares of the company’s stock in a transaction on Friday, November 21st. The shares were bought at an average cost of $95.28 per share, with a total value of $104,808.00. Following the transaction, the director owned 2,600 shares in the company, valued at approximately $247,728. This trade represents a 73.33% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Jarrod M. Patten acquired 12,000 shares of the firm’s stock in a transaction dated Friday, October 17th. The shares were purchased at an average cost of $96.88 per share, with a total value of $1,162,560.00. Following the completion of the transaction, the director owned 29,335 shares in the company, valued at approximately $2,841,974.80. The trade was a 69.22% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have bought 24,880 shares of company stock valued at $2,421,219 and have sold 13,177 shares valued at $2,843,166. 8.46% of the stock is owned by corporate insiders.

Strategy Stock Up 2.4%

Shares of NASDAQ MSTR opened at $161.83 on Thursday. The stock has a market cap of $46.50 billion, a P/E ratio of 7.53 and a beta of 3.42. The business’s fifty day simple moving average is $187.63 and its 200-day simple moving average is $298.30. Strategy Inc has a 12-month low of $149.75 and a 12-month high of $457.22. The company has a current ratio of 0.66, a quick ratio of 0.66 and a debt-to-equity ratio of 0.16.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings results on Thursday, October 30th. The software maker reported $8.42 earnings per share for the quarter, topping the consensus estimate of ($0.10) by $8.52. The company had revenue of $128.69 million for the quarter, compared to the consensus estimate of $116.65 million. Strategy had a return on equity of 20.98% and a net margin of 1,667.09%.Strategy’s revenue was up 10.9% on a year-over-year basis. During the same quarter in the prior year, the business earned ($1.56) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: MSCI will not exclude digital‑asset‑treasury companies for now, removing an immediate indexing‑related selling risk and prompting a notable intraday rally in MSTR shares. Strategy (MSTR) Jumps 7% After MSCI News
• Positive Sentiment: Market reaction: multiple outlets report after‑hours and premarket gains following MSCI’s announcement, reflecting short‑term buying from investors relieved about index inclusion. Strategy (MSTR) Stock Jumps as MSCI Keeps Crypto Treasury Firms in Indexes
• Neutral Sentiment: Strategy continues to add to its bitcoin treasury — a disclosed purchase of ~1,287 BTC (~$116M) highlights management’s buy‑and‑hold conviction but also increases exposure to BTC price swings. That can boost long‑term upside if bitcoin rallies, or widen volatility and accounting losses if it falls. Michael Saylor’s Strategy Adds 1287 Bitcoin Despite $17.4B Unrealized Loss
• Neutral Sentiment: New product use‑case: the Buck Foundation announced a savings coin backed by Strategy’s bitcoin‑collateralized perpetual preferred stock — a novel institutional use that could expand demand for MSTR’s securities but is early and limited in scale. Buck Foundation Introduces Borderless Savings Coin Backed by Institutional Strength
• Neutral Sentiment: MSCI’s reprieve is temporary: the index provider says a broader review of “investment‑oriented” companies will continue — meaning index inclusion remains an overhang until that review concludes. MSCI Decision Lifts Strategy. Why the Battle to Keep the Bitcoin Major in Indexes Isn’t Over.
• Negative Sentiment: Big unrealized Q4 bitcoin losses remain a key risk: Strategy reported a multibillion‑dollar unrealized BTC loss that increases volatility in reported earnings and could pressure sentiment or force liquidity moves if markets worsen. That fundamental exposure still caps longer‑term upside and keeps headline risk elevated. Strategy’s Bitcoin Loss Widens in Q4: Is Volatility Risk Rising?

Strategy Company Profile

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.