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YieldMax AAPL Option Income Strategy ETF

21 hedge funds and large institutions have $80.3M invested in YieldMax AAPL Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

5% more funds holding

Funds holding: 2021 (+1)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

4.29% less ownership

Funds ownership: 61.58%57.29% (-4.3%)

14% less capital invested

Capital invested by funds: $93.3M → $80.3M (-$13.1M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $180K

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
5
Closed
5
Calls
Puts
$180K
Net Calls
-$180K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$77.5M -$12M -874,302 -13%
OMC
2
Old Mission Capital
Illinois
$1.44M +$880K +64,389 +147%
CI
3
Cavalier Investments
Georgia
$449K +$82.2K +6,016 +22%
ZI
4
ZEGA Investments
Florida
$250K +$89.3K +6,531 +53%
Jane Street
5
Jane Street
New York
$241K +$248K +18,114 New
HF
6
HRT Financial
New York
$152K +$157K +11,452 New
AF
7
Allworth Financial
California
$68.9K +$5.19K +380 +8%
Group One Trading
8
Group One Trading
Illinois
$45.3K -$79K -5,781 -63%
Barclays
9
Barclays
United Kingdom
$42.3K +$43.4K +3,175 New
MCA
10
McGuire Capital Advisors
Oklahoma
$40K +$41K +3,000 New
SPIA
11
Steward Partners Investment Advisory
New York
$32.1K -$383 -28 -1%
GAFA
12
Garton & Associates Financial Advisors
Kentucky
$20.8K +$21.3K +1,560 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12K
AWM
14
AE Wealth Management
Kansas
$3.03K +$219 +16 +8%
AW
15
Avion Wealth
Texas
$1K
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$293
HI
17
Harbour Investments
Wisconsin
$69
Fidelity Investments
18
Fidelity Investments
Massachusetts
$53 +$55 +4 New
Morgan Stanley
19
Morgan Stanley
New York
$19 -$4.09K -299 -100%
Wells Fargo
20
Wells Fargo
California
$7 -$14 -1 -50%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
-$180K -13,250 Closed
Citadel Advisors
22
Citadel Advisors
Florida
-$175K -12,850 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$156K -11,380 Closed
Belvedere Trading
24
Belvedere Trading
Illinois
-$38.1K -2,797 Closed
AAS
25
Ameritas Advisory Services
Nebraska
-$9.32K -684 Closed

APLY Hedge Fund Activity: Q4 2025 in Review

21 of the 8,243 institutional investors tracked by Wall St. Rank reported a position in YieldMax AAPL Option Income Strategy ETF (APLY) for Q4 2025, worth a combined $80.3M — down 14% from $93.3M a quarter earlier.

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

The largest buyer was Old Mission Capital, adding an estimated $880K. The largest seller was Tidal Investments, cutting an estimated $12M.

  • 21 institutional investors held YieldMax AAPL Option Income Strategy ETF (APLY) as of Q4 2025, up from 20 in Q3 2025.
  • Funds reported $80.3M of YieldMax AAPL Option Income Strategy ETF stock for Q4 2025, down 14% quarter-over-quarter.
  • 6 funds opened new YieldMax AAPL Option Income Strategy ETF positions in Q4 2025 and 5 closed out, a net change of +1 holder.
  • The largest YieldMax AAPL Option Income Strategy ETF buyer in Q4 2025 was Old Mission Capital, an estimated $880K added.
  • The largest YieldMax AAPL Option Income Strategy ETF seller in Q4 2025 was Tidal Investments, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2025.