Strategy (MSTR) Stock Climbs 5% Following Major Institutional Investments and Stable Bitcoin Holdings

Key Highlights

• Canadian pension giant Alberta Investment Management Corporation (AIMCo), overseeing $142B in assets, acquired 1.38M MSTR shares valued at approximately $219M
• AIMCo’s purchase represents its inaugural investment in a Bitcoin-focused treasury corporation
• Weekly Bitcoin acquisitions by Strategy plummeted 91%, declining from 34,164 BTC to just 3,273 BTC due to changes in capital sourcing
• MSTR finished April with a 33% gain, marking its first monthly advance after eight consecutive months of declines totaling 75%
• Strategy’s Bitcoin reserves reached 818,334 BTC, maintaining a narrow lead over BlackRock’s 810,077 BTC holdings

Strategy (MSTR) secured a significant institutional investor this week when AIMCo, a fund managing approximately $142 billion in assets, acquired 1.38 million shares of MSTR valued at roughly $219 million. The transaction represents the Canadian pension manager’s initial foray into Bitcoin treasury corporations.

Strategy Inc, MSTR

In Thursday’s premarket trading, MSTR climbed 1.03% to reach $159.82 following the announcement. This uptick came after the stock experienced a 4.54% decline in the previous session, settling at $158.19 on Wednesday.

AIMCo joins a growing roster of institutional investors expanding their MSTR positions. Capital Group recently increased its holdings by 4.32 million shares through its American Funds Fundamental Investors vehicle, elevating its total position to 10.33 million shares with a current valuation of approximately $1.63 billion.

Vanguard made its own strategic addition during April, acquiring over 1.2 million shares valued at $195 million at the time of purchase. The investment giant now controls slightly more than 2 million shares through its VOE ETF, presently worth around $323 million.

Significant Slowdown in Bitcoin Accumulation

Strategy’s most recent Bitcoin acquisition showed a dramatic decrease compared to the preceding week. The company secured 3,273 BTC for $255 million, a stark contrast to the 34,164 BTC purchased for $2.54 billion the week before — representing a 91% reduction in acquisition volume.

The deceleration stemmed from Strategy’s funding approach. Instead of utilizing its preferred STRC stock, the company relied on common stock sales this time, which constrained the amount of capital available for deployment.

Despite the reduced acquisition pace, market sentiment suggests Strategy will maintain its accumulation strategy. Polymarket data indicates only a 10% likelihood that the company will liquidate any Bitcoin holdings before 2026 concludes.

Strategy’s cumulative Bitcoin position now totals 818,334 BTC, obtained through investments exceeding $61.8 billion. This positions the company marginally ahead of BlackRock, whose Bitcoin holdings stand at 810,077 BTC.

MSTR’s Turnaround and STRC Dividend Stability

April marked a significant reversal for MSTR. The stock concluded the month at $165, representing a 33% increase — the first monthly gain following eight consecutive months of losses. Between August 2025 and March 2026, the stock had experienced a cumulative 75% decline.

Bitcoin demonstrated similar strength during April, advancing 12% to deliver its strongest monthly performance since April 2025.

Regarding the preferred shares, Strategy maintained the STRC dividend rate at 11.5% for May, the third straight month at this level. STRC’s volume weighted average price for April registered at $99.76, sufficiently close to its $100 par value to justify keeping the rate unchanged.

STRC currently trades at $99.75 and has remained below par value since April 15.

Strategy is evaluating the possibility of transitioning to semi-monthly dividend distributions for STRC as a measure to minimize price fluctuations.

TipRanks analysts maintain a Strong Buy consensus rating on MSTR, with a mean price target of $283.33.

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