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YieldMax META Option Income Strategy ETF

17 hedge funds and large institutions have $89.6M invested in YieldMax META Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

25% more capital invested

Capital invested by funds: $71.8M → $89.6M (+$17.8M)

13% more funds holding

Funds holding: 1517 (+2)

1.55% more ownership

Funds ownership: 48.21%49.76% (+1.5%)

34% less call options, than puts

Call options by funds: $249K | Put options by funds: $377K

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
5
Closed
4
Calls
$249K
Puts
$377K
Net Calls
-$128K
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$88M +$15.3M +970,673 +23%
VWA
2
Visionary Wealth Advisors
Illinois
$483K +$47.6K +3,018 +12%
PFS
3
Prospera Financial Services
Texas
$296K +$275K +17,449 New
CI
4
Cavalier Investments
Georgia
$271K -$286K -18,137 -53%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$220K -$635K -40,250 -76%
Bank of America
6
Bank of America
North Carolina
$84.9K -$6.43K -408 -8%
AF
7
Allworth Financial
California
$67K +$62.2K +3,945 New
Simplex Trading
8
Simplex Trading
Illinois
$33K +$19.2K +1,216 +158%
Group One Trading
9
Group One Trading
Illinois
$27.2K +$25.2K +1,600 New
SPIA
10
Steward Partners Investment Advisory
New York
$21.8K +$20.3K +1,287 New
Raymond James Financial
11
Raymond James Financial
Florida
$7.9K +$7.33K +465 New
GWM
12
Geneos Wealth Management
Colorado
$4.13K -$6.5K -412 -63%
OWP
13
ORG Wealth Partners
Texas
$1K
UBS Group
14
UBS Group
Switzerland
$985 -$2.7K -171 -75%
HI
15
Harbour Investments
Wisconsin
$73 +$63 +4 New
TAM
16
Tucker Asset Management
Colorado
$68
Wells Fargo
17
Wells Fargo
California
$14
OMC
18
Old Mission Capital
Illinois
-$1.32M -81,463 Closed
Citadel Advisors
19
Citadel Advisors
Florida
-$290K -18,407 Closed
Morgan Stanley
20
Morgan Stanley
New York
-$19.4K -1,200 Closed
AWM
21
AE Wealth Management
Kansas
-$3.45K -213 Closed

FBY Hedge Fund Activity: Q2 2025 in Review

17 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in YieldMax META Option Income Strategy ETF (FBY) for Q2 2025, worth a combined $89.6M — up 25% from $71.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FBY positions and 4 closed out — a net gain of 2 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Tidal Investments, adding an estimated $15.3M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.32M sold.

  • 17 institutional investors held YieldMax META Option Income Strategy ETF (FBY) as of Q2 2025, up from 15 in Q1 2025.
  • Funds reported $89.6M of YieldMax META Option Income Strategy ETF stock for Q2 2025, up 25% quarter-over-quarter.
  • 6 funds opened new YieldMax META Option Income Strategy ETF positions in Q2 2025 and 4 closed out, a net change of +2 holders.
  • The largest YieldMax META Option Income Strategy ETF buyer in Q2 2025 was Tidal Investments, an estimated $15.3M added.
  • The largest YieldMax META Option Income Strategy ETF seller in Q2 2025 was Old Mission Capital, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2025.