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YieldMax AMZN Option Income Strategy ETF

38 hedge funds and large institutions have $88.6M invested in YieldMax AMZN Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

15% more funds holding

Funds holding: 3338 (+5)

5% less capital invested

Capital invested by funds: $93.1M → $88.6M (-$4.59M)

2.02% less ownership

Funds ownership: 33.83%31.81% (-2%)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$48.1K
UBS Group
27
UBS Group
Switzerland
$40.4K +$42.3K +3,040 New
Group One Trading
28
Group One Trading
Illinois
$29.2K +$13.9K +1,000 +83%
SPIA
29
Steward Partners Investment Advisory
New York
$28.7K +$8.01K +576 +36%
IAIM
30
International Assets Investment Management
Florida
$26.6K +$27.8K +2,000 New
GAFA
31
Garton & Associates Financial Advisors
Kentucky
$16.3K +$17.1K +1,230 New
CTA
32
Colonial Trust Advisors
South Carolina
$13.3K
Simplex Trading
33
Simplex Trading
Illinois
$11.8K +$11.6K +836 +1,639%
HI
34
Harbour Investments
Wisconsin
$4.33K
SC
35
Swan Capital
Florida
$1.66K
DFA
36
DHJJ Financial Advisors
Illinois
$1.2K
Fidelity Investments
37
Fidelity Investments
Massachusetts
$571 -$167 -12 -22%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$266
Wells Fargo
39
Wells Fargo
California
$6 -$14 -1 Closed
PFBT
40
Parkside Financial Bank & Trust
Missouri
-$42.7K -3,000 Closed
LFG
41
Larson Financial Group
Missouri
-$28.5K -2,000 Closed
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$14.2K -1,000 Closed
Morgan Stanley
43
Morgan Stanley
New York
-$12K -844 Closed
QCG
44
Quadrant Capital Group
Ohio
-$7.12K -500 Closed

AMZY Hedge Fund Activity: Q4 2025 in Review

38 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in YieldMax AMZN Option Income Strategy ETF (AMZY) for Q4 2025, worth a combined $88.6M — down 4.9% from $93.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AMZY positions and 6 closed out — a net gain of 5 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.16M. The largest seller was Tidal Investments, cutting an estimated $4.26M.

  • 38 institutional investors held YieldMax AMZN Option Income Strategy ETF (AMZY) as of Q4 2025, up from 33 in Q3 2025.
  • Funds reported $88.6M of YieldMax AMZN Option Income Strategy ETF stock for Q4 2025, down 4.9% quarter-over-quarter.
  • 11 funds opened new YieldMax AMZN Option Income Strategy ETF positions in Q4 2025 and 6 closed out, a net change of +5 holders.
  • The largest YieldMax AMZN Option Income Strategy ETF buyer in Q4 2025 was Susquehanna International Group, an estimated $2.16M added.
  • The largest YieldMax AMZN Option Income Strategy ETF seller in Q4 2025 was Tidal Investments, an estimated $4.26M sold.

Based on aggregated 13F filings for Q4 2025.