Strategy Inc $MSTR Shares Sold by AE Wealth Management LLC

AE Wealth Management LLC lessened its stake in shares of Strategy Inc (NASDAQ:MSTR) by 76.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,904 shares of the software maker’s stock after selling 9,298 shares during the quarter. AE Wealth Management LLC’s holdings in Strategy were worth $936,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of the stock. Mutual Advisors LLC boosted its stake in Strategy by 2.0% in the second quarter. Mutual Advisors LLC now owns 1,350 shares of the software maker’s stock valued at $548,000 after acquiring an additional 27 shares in the last quarter. Bernardo Wealth Planning LLC lifted its holdings in shares of Strategy by 3.9% in the 2nd quarter. Bernardo Wealth Planning LLC now owns 772 shares of the software maker’s stock valued at $312,000 after purchasing an additional 29 shares during the last quarter. GPS Wealth Strategies Group LLC boosted its position in shares of Strategy by 2.7% in the 2nd quarter. GPS Wealth Strategies Group LLC now owns 1,163 shares of the software maker’s stock valued at $470,000 after purchasing an additional 31 shares during the period. HBW Advisory Services LLC grew its stake in Strategy by 3.5% during the 3rd quarter. HBW Advisory Services LLC now owns 1,078 shares of the software maker’s stock worth $347,000 after buying an additional 36 shares during the last quarter. Finally, SOA Wealth Advisors LLC. grew its stake in Strategy by 44.4% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock worth $38,000 after buying an additional 36 shares during the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

Strategy Trading Down 4.6%

NASDAQ MSTR opened at $133.26 on Wednesday. The company has a quick ratio of 0.66, a current ratio of 0.66 and a debt-to-equity ratio of 0.16. The stock has a market capitalization of $38.29 billion, a P/E ratio of 6.20 and a beta of 3.54. Strategy Inc has a 52-week low of $126.74 and a 52-week high of $457.22. The firm has a 50-day moving average price of $165.45 and a 200 day moving average price of $264.27.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy bought 855 BTC (~$75.3M) during the dip — management continues to accumulate, which supporters view as a confident long-term signal. Strategy Announces New Buy — 855 Bitcoin Added
• Positive Sentiment: Some analysts reiterated bullish views on MSTR despite the crypto pullback, arguing the long-term BTC exposure and access to capital can drive upside if bitcoin recovers. Analysts Reiterate Their Optimism On Strategy Inc (MSTR) As Bitcoin Slides
• Neutral Sentiment: Q4 earnings are imminent and flagged as a catalyst — results (and any disclosures on treasury accounting or financing) could amplify price swings in either direction. Michael Saylor’s Bitcoin Gamble Faces Test As Strategy Reports Q4 Earnings
• Neutral Sentiment: Company issued an update on 2025 digital credit distribution tax treatment — relevant for holders but not an immediate market mover versus BTC price action. Strategy Details 2025 Digital Credit Distribution Tax Treatment
• Negative Sentiment: Bitcoin’s slide (briefly under ~$73k) pushed Strategy’s BTC holdings into unrealized losses for some sessions, increasing downside risk for a stock that tracks crypto moves closely. Bitcoin Briefly Breaks Below $73,000
• Negative Sentiment: Coverage and commentary note MSTR trading at or below NAV; that discount undermines the company’s historical ability to issue equity accretively to buy BTC (the “buying machine” mechanism), raising dilution and capital-efficiency concerns. MicroStrategy Trading Below NAV Again
• Negative Sentiment: Reports estimate large unrealized bitcoin losses (hundreds of millions) and the options market is pricing in double-digit percent swings post-earnings — signaling elevated near-term volatility and risk for shareholders. Options Market Braces for Big Swing After Q4

Insider Transactions at Strategy

In other Strategy news, EVP Wei-Ming Shao sold 5,334 shares of the stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $226.36, for a total value of $1,207,404.24. Following the completion of the transaction, the executive vice president owned 32,726 shares in the company, valued at approximately $7,407,857.36. This represents a 14.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Jane A. Dietze bought 1,100 shares of Strategy stock in a transaction on Friday, November 21st. The stock was acquired at an average cost of $95.28 per share, with a total value of $104,808.00. Following the acquisition, the director owned 2,600 shares of the company’s stock, valued at $247,728. This trade represents a 73.33% increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders acquired 7,112 shares of company stock valued at $984,888 and sold 13,177 shares valued at $2,843,166. Company insiders own 8.46% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Canaccord Genuity Group increased their price objective on Strategy from $464.00 to $474.00 and gave the company a “buy” rating in a report on Monday, November 3rd. HC Wainwright reduced their price target on shares of Strategy from $521.00 to $475.00 and set a “buy” rating for the company in a research report on Monday, November 3rd. Monness Crespi & Hardt raised shares of Strategy from a “sell” rating to a “neutral” rating in a research report on Monday, November 10th. Mizuho dropped their price objective on shares of Strategy from $484.00 to $403.00 and set an “outperform” rating on the stock in a research note on Friday, January 16th. Finally, BTIG Research decreased their target price on shares of Strategy from $700.00 to $630.00 and set a “buy” rating for the company in a research note on Friday, October 31st. Twelve investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, Strategy has an average rating of “Moderate Buy” and a consensus price target of $435.44.

Strategy 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.