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YieldMax AAPL Option Income Strategy ETF

20 hedge funds and large institutions have $93.3M invested in YieldMax AAPL Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $82.1M → $93.3M (+$11.2M)

11% more funds holding

Funds holding: 1820 (+2)

0% more ownership

Funds ownership: 61.58%61.58% (+0%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $232K

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
2
Closed
4
Calls
Puts
$232K
Net Calls
-$232K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$91.4M +$5.11M +385,630 +6%
OMC
2
Old Mission Capital
Illinois
$597K +$580K +43,806 New
CI
3
Cavalier Investments
Georgia
$377K +$106K +7,988 +41%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$180K +$175K +13,250 New
Citadel Advisors
5
Citadel Advisors
Florida
$175K +$22.8K +1,722 +15%
ZI
6
ZEGA Investments
Florida
$166K +$162K +12,209 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$155K +$151K +11,380 New
Group One Trading
8
Group One Trading
Illinois
$125K +$102K +7,681 +512%
AF
9
Allworth Financial
California
$65.3K +$6.33K +478 +11%
Belvedere Trading
10
Belvedere Trading
Illinois
$38.1K +$37K +2,797 New
SPIA
11
Steward Partners Investment Advisory
New York
$33.1K +$4.99K +377 +18%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$13K
AAS
13
Ameritas Advisory Services
Nebraska
$9.32K +$464 +35 +5%
Morgan Stanley
14
Morgan Stanley
New York
$4.09K -$5.28K -399 -57%
AWM
15
AE Wealth Management
Kansas
$2.87K +$146 +11 +6%
AW
16
Avion Wealth
Texas
$1K +$1.32K +100 New
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$300 -$397 -30 -58%
HI
18
Harbour Investments
Wisconsin
$65 +$13 +1 +25%
Wells Fargo
19
Wells Fargo
California
$29 +$13 +1 +100%
SS
20
Sunbelt Securities
Texas
-$137K -7,574 Closed
UBS Group
21
UBS Group
Switzerland
-$18K -1,400 Closed
JP Morgan Chase
22
JP Morgan Chase
New York
-$6.43K -500 Closed
Raymond James Financial
23
Raymond James Financial
Florida
-$1.29K -100 Closed

APLY Hedge Fund Activity: Q3 2025 in Review

20 of the 7,628 institutional investors tracked by Wall St. Rank reported a position in YieldMax AAPL Option Income Strategy ETF (APLY) for Q3 2025, worth a combined $93.3M — up 14% from $82.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new APLY positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Tidal Investments, adding an estimated $5.11M. The largest seller was Sunbelt Securities, exiting entirely with an estimated $137K sold.

  • 20 institutional investors held YieldMax AAPL Option Income Strategy ETF (APLY) as of Q3 2025, up from 18 in Q2 2025.
  • Funds reported $93.3M of YieldMax AAPL Option Income Strategy ETF stock for Q3 2025, up 14% quarter-over-quarter.
  • 6 funds opened new YieldMax AAPL Option Income Strategy ETF positions in Q3 2025 and 4 closed out, a net change of +2 holders.
  • The largest YieldMax AAPL Option Income Strategy ETF buyer in Q3 2025 was Tidal Investments, an estimated $5.11M added.
  • The largest YieldMax AAPL Option Income Strategy ETF seller in Q3 2025 was Sunbelt Securities, an estimated $137K sold.

Based on aggregated 13F filings for Q3 2025.