We are live on ! Find out more
CONY icon

YieldMax COIN Option Income Strategy ETF
CONY

58 hedge funds and large institutions have $63.6M invested in YieldMax COIN Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 10

46% more capital invested

Capital invested by funds: $43.6M → $63.6M (+$20M)

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

12% more funds holding

Funds holding: 52 → 58 (+6)

0.16% more ownership

Funds ownership: 0.31% → 0.46% (+0.16%)

67% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $4.18M

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
24
Reduced
10
Closed
14
Calls
$1.36M
Puts
$4.18M
Net Calls
-$2.82M
Net Calls Change
-$2.8M

Top Buyers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
+$15.9M
2
IMC Chicago
IMC Chicago
Illinois
+$8.55M
3
UBS Group
UBS Group
Switzerland
+$3.31M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.56M
5
FIA
FNY Investment Advisers
New York
+$1M

Top Sellers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
-$219K
2
TRCT
Tower Research Capital (TRC)
New York
-$196K
3
ML
McAdam LLC
Pennsylvania
-$176K
4
BCI
Brinker Capital Investments
Pennsylvania
-$130K
5
ZI
ZEGA Investments
Florida
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
51
Ameritas Advisory Services
Nebraska
$3.76K +$787 +10 +22%
SPIA
52
Steward Partners Investment Advisory
New York
$3.27K – – –
PA
53
Parallel Advisors
California
$2.06K +$787 +10 +50%
Wells Fargo
54
Wells Fargo
California
$1.73K -$1.02K -13 -34%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$1.02K +$1.18K +15 New
HCM
56
Hollencrest Capital Management
California
$688 -$7.08K -90 -90%
Morgan Stanley
57
Morgan Stanley
New York
$251 -$87.9K -1,117 -100%
HF
58
HRT Financial
New York
– -$219K -2,402 Closed
TRCT
59
Tower Research Capital (TRC)
New York
– -$196K -2,143 Closed
ML
60
McAdam LLC
Pennsylvania
– -$176K -1,929 Closed
BCI
61
Brinker Capital Investments
Pennsylvania
– -$130K -1,419 Closed
ZI
62
ZEGA Investments
Florida
– -$113K -1,236 Closed
Bank of America
63
Bank of America
North Carolina
– -$91.3K -1,000 Closed
HFS
64
Hantz Financial Services
Michigan
– -$91K -1,000 Closed
SSG
65
Summit Securities Group
New York
– -$74K -810 Closed
HWM
66
Hemington Wealth Management
Virginia
– -$37K -412 Closed
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
– -$15K -162 Closed
LFA
68
Legend Financial Advisors
Pennsylvania
– -$9.13K -100 Closed
Raymond James Financial
69
Raymond James Financial
Florida
– -$3.26K -36 Closed
BHWM
70
Beaird Harris Wealth Management
Texas
– -$1.92K -21 Closed
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
– -$183 -2 Closed
1 2
3

CONY Hedge Fund Activity: Q3 2025 in Review

58 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in YieldMax COIN Option Income Strategy ETF (CONY) for Q3 2025, worth a combined $63.6M — up 46% from $43.6M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CONY positions and 14 closed out — a net gain of 6 holders — while 24 added to existing stakes and 10 trimmed.

The largest buyer was Tidal Investments, adding an estimated $15.9M. The largest seller was HRT Financial, exiting entirely with an estimated $219K sold.

  • 58 institutional investors held YieldMax COIN Option Income Strategy ETF (CONY) as of Q3 2025, up from 52 in Q2 2025.
  • Funds reported $63.6M of YieldMax COIN Option Income Strategy ETF stock for Q3 2025, up 46% quarter-over-quarter.
  • 20 funds opened new YieldMax COIN Option Income Strategy ETF positions in Q3 2025 and 14 closed out, a net change of +6 holders.
  • The largest YieldMax COIN Option Income Strategy ETF buyer in Q3 2025 was Tidal Investments, an estimated $15.9M added.
  • The largest YieldMax COIN Option Income Strategy ETF seller in Q3 2025 was HRT Financial, an estimated $219K sold.

Based on aggregated 13F filings for Q3 2025.