MicroStrategy’s Lobbying and Insider Trading Activities Highlighted

In a recent Lobbying Disclosure Act filing, $10,000 was disclosed for lobbying activities by STRATEGY (formerly known as MicroStrategy Inc.) in Q1 of 2025. This amount was associated with lobbying on significant topics, including:

“Issues related to the Corporate Alternative Minimum Tax (CAMT) and digital assets.”

You can find more data on corporate lobbying at Quiver Quantitative.

MSTR Congressional Stock Trading

In the past six months, members of Congress have engaged in trading $MSTR stock only two times, with both transactions being purchases and none being sales.

For further details, here’s a snapshot of congressional trading activity for $MSTR stock:

To monitor congressional stock trading, visit Quiver Quantitative’s congressional trading dashboard.

MSTR Insider Trading Activity

Over the last six months, MSTR insiders have made 46 trades in the open market. Out of these, only three were purchases, while 43 were sales.

Here’s a breakdown of recent insider trading activities:

• STEPHEN X GRAHAM: 0 purchases and 8 sales, totaling 50,000 shares for an estimated $20,449,139.
• WEI-MING SHAO (EVP & General Counsel): 1 purchase of 500 shares for an estimated $42,500, and 8 sales of 61,303 shares for an estimated $19,434,355.
• LESLIE J RECHAN: 0 purchases and 7 sales, selling 55,000 shares for an estimated $17,053,564.
• JEANINE MONTGOMERY (VP & CAO): 0 purchases and 10 sales, selling 57,529 shares for an estimated $14,896,678.
• ANDREW KANG (EVP & CFO): 1 purchase of 1,500 shares for an estimated $127,500, plus 7 sales of 7,885 shares for an estimated $2,185,207.
• PHONG LE (President & CEO): 1 purchase of 6,000 shares for an estimated $510,000, along with 3 sales of 4,533 shares for an estimated $1,484,020.

To track insider transactions, refer to Quiver Quantitative’s insider trading dashboard.

MSTR Hedge Fund Activity

Recent data shows that 644 institutional investors expanded their holdings in MSTR stock, while 258 reduced their positions in the latest quarter.

Below are some notable movements:

• CAPITAL INTERNATIONAL INVESTORS decreased their portfolio by 4,884,439 shares (-27.9%) in Q4 2024, estimated at $1,414,631,223.
• MORGAN STANLEY cut their portfolio by 4,336,867 shares (-45.2%) in Q4 2024, valued at $1,256,043,420.
• UBS GROUP AG increased their holdings by 4,036,608 shares (+933.1%) in Q4 2024, estimated at $1,169,082,408.
• CANTOR FITZGERALD, L.P. added 3,580,131 shares (+inf%) in Q4 2024, for an estimated $1,036,877,540.
• CLEAR STREET DERIVATIVES LLC increased its holdings by 2,763,003 shares (+211.4%) in Q4 2024, valued at $800,220,928.
• BANK OF MONTREAL /CAN/ boosted their shares by 2,674,096 shares (+4817.2%) in Q4 2024, estimated at $774,471,683.
• NATIONAL BANK OF CANADA /FI/ expanded their portfolio by 1,795,346 shares (+8695.4%) in Q4 2024, valued at $519,968,108.

For more insight into hedge fund stock portfolios, check Quiver Quantitative’s institutional holdings dashboard.

MSTR Analyst Ratings

In recent months, Wall Street analysts have provided assessments on $MSTR. Three firms issued buy ratings, while one firm issued a sell rating.

Here are some recent analyst evaluations:

• Monness gave a “Sell” rating on 04/01/2025.
• Barclays issued an “Overweight” rating on 03/10/2025.
• Compass Point provided a “Buy” rating on 01/29/2025.
• BTIG issued a “Buy” rating on 11/20/2024.

To follow analyst ratings and price predictions for MSTR, visit Quiver Quantitative’s $MSTR forecast page.

MSTR Price Targets

Recently, several analysts established price targets for $MSTR. The median target is set at $270.00 among three analysts in the last six months.

Recent price targets include:

• An analyst from Monness set a target price of $220.00 on 04/01/2025.
• Andrew Harte of BTIG established a target price of $570.00 on 11/20/2024.
• Matthew Galinko from Maxim Group set a target price of $270.00 on 10/31/2024.

This article is not financial advice. see Quiver Quantitative’s disclaimers for more information.

This article was originally published on Quiver News. Read the full story.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.