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YieldMax AI Option Income Strategy ETF

13 hedge funds and large institutions have $28.5M invested in YieldMax AI Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

8% more funds holding

Funds holding: 1213 (+1)

0.76% more ownership

Funds ownership: 2.97%3.73% (+0.76%)

10% less capital invested

Capital invested by funds: $31.5M → $28.5M (-$3.03M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $49K

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
1
Closed
5
Calls
Puts
$49K
Net Calls
-$49K
Net Calls Change
-$175K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$28M +$12.6M +373,604 +52%
OMC
2
Old Mission Capital
Illinois
$289K +$378K +11,229 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$123K -$64K -1,899 -28%
XT
4
XTX Topco
Cayman Islands
$55.9K +$73.3K +2,175 New
Belvedere Trading
5
Belvedere Trading
Illinois
$35.8K +$30.3K +901 +184%
Simplex Trading
6
Simplex Trading
Illinois
$13K +$9.16K +272 +102%
SPIA
7
Steward Partners Investment Advisory
New York
$6.24K +$4.21K +125 +106%
QCG
8
Quadrant Capital Group
Ohio
$6.16K +$8.08K +240 New
VCM
9
Versant Capital Management
Arizona
$1.67K +$2.19K +65 New
TAM
10
Tucker Asset Management
Colorado
$1.34K
TIM
11
Tortoise Investment Management
New York
$1.22K
HCM
12
Hollencrest Capital Management
California
$64 +$101 +3 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$57 +$67 +2 New
AF
14
Allworth Financial
California
$10
Wells Fargo
15
Wells Fargo
California
$3
Citadel Advisors
16
Citadel Advisors
Florida
-$98.7K -2,275 Closed
QC
17
Quadrature Capital
United Kingdom
-$43.5K -1,003 Closed
Bank of America
18
Bank of America
North Carolina
-$43.4K -1,000 Closed
Group One Trading
19
Group One Trading
Illinois
-$4.34K -100 Closed
AWM
20
AE Wealth Management
Kansas
-$1.3K -30 Closed
Morgan Stanley
21
Morgan Stanley
New York
-$5

AIYY Hedge Fund Activity: Q3 2025 in Review

13 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in YieldMax AI Option Income Strategy ETF (AIYY) for Q3 2025, worth a combined $28.5M — down 9.6% from $31.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new AIYY positions and 5 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Tidal Investments, adding an estimated $12.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $98.7K sold.

  • 13 institutional investors held YieldMax AI Option Income Strategy ETF (AIYY) as of Q3 2025, up from 12 in Q2 2025.
  • Funds reported $28.5M of YieldMax AI Option Income Strategy ETF stock for Q3 2025, down 9.6% quarter-over-quarter.
  • 6 funds opened new YieldMax AI Option Income Strategy ETF positions in Q3 2025 and 5 closed out, a net change of +1 holder.
  • The largest YieldMax AI Option Income Strategy ETF buyer in Q3 2025 was Tidal Investments, an estimated $12.6M added.
  • The largest YieldMax AI Option Income Strategy ETF seller in Q3 2025 was Citadel Advisors, an estimated $98.7K sold.

Based on aggregated 13F filings for Q3 2025.