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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
TI
1
Tidal Investments
Wisconsin
$78M -$4.26M -306,331 -5%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.22M +$2.16M +155,246 +1,292%
MCA
3
McGuire Capital Advisors
Oklahoma
$1.03M +$1.08M +77,350 New
SI
4
Stirlingshire Investments
New York
$943K +$987K +70,979 New
OMC
5
Old Mission Capital
Illinois
$809K +$847K +60,922 New
Jane Street
6
Jane Street
New York
$730K +$10.1K +730 +1%
Citadel Advisors
7
Citadel Advisors
Florida
$493K -$121K -8,732 -19%
VWA
8
Visionary Wealth Advisors
Illinois
$453K +$51.3K +3,691 +12%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$383K +$245K +17,591 +156%
CI
10
Cavalier Investments
Georgia
$382K +$71.1K +5,113 +22%
SWM
11
SeaCrest Wealth Management
New York
$358K +$366K +26,325 New
CCG
12
Capital CS Group
California
$356K +$27K +1,939 +8%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$321K -$4.39K -316 -1%
PI
14
PFG Investments
New York
$286K +$300K +21,568 New
ZI
15
ZEGA Investments
Florida
$233K +$96.5K +6,939 +66%
MWM
16
Meadowbrook Wealth Management
New York
$216K -$14.2K -1,020 -6%
WCM
17
Westend Capital Management
California
$197K
HF
18
HRT Financial
New York
$159K -$64.1K -4,613 -28%
PS
19
Principal Securities
Iowa
$141K +$11.6K +833 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$141K +$148K +10,621 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$140K -$75.2K -5,413 -34%
TCM
22
Traynor Capital Management
Pennsylvania
$133K -$13.9K -1,000 -9%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$133K +$139K +10,000 New
Osaic Holdings
24
Osaic Holdings
Arizona
$55.1K +$43.8K +3,151 +315%
IA
25
IFP Advisors
Florida
$53.1K +$55.6K +4,000 New

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.