YieldMax MSFT Option Income Strategy ETF
MSFO
12 hedge funds and large institutions have $69.8M invested in YieldMax MSFT Option Income Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
3,633% more capital inflows, than outflows
Capital inflows: $8.38M | Capital outflows: $224K
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
50% more funds holding
Funds holding: 8 → 12 (+4)
1.51% more ownership
Funds ownership: 62% → 63.52% (+1.5%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tidal Investments
Milwaukee,
Wisconsin
|
+$6.9M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
+$594K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$365K |
| 4 |
Cavalier Investments
Alpharetta,
Georgia
|
+$306K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Keebeck Wealth Management
Chicago,
Illinois
|
-$217K |
| 2 |
Sunbelt Securities
Houston,
Texas
|
-$7.76K |
MSFO Hedge Fund Activity: Q1 2025 in Review
12 of the 7,485 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSFT Option Income Strategy ETF (MSFO) for Q1 2025, worth a combined $69.8M — down 3.2% from $72.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MSFO positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Tidal Investments, adding an estimated $6.9M. The largest seller was Keebeck Wealth Management, exiting entirely with an estimated $217K sold.
- 12 institutional investors held YieldMax MSFT Option Income Strategy ETF (MSFO) as of Q1 2025, up from 8 in Q4 2024.
- Funds reported $69.8M of YieldMax MSFT Option Income Strategy ETF stock for Q1 2025, down 3.2% quarter-over-quarter.
- 5 funds opened new YieldMax MSFT Option Income Strategy ETF positions in Q1 2025 and 1 closed out, a net change of +4 holders.
- The largest YieldMax MSFT Option Income Strategy ETF buyer in Q1 2025 was Tidal Investments, an estimated $6.9M added.
- The largest YieldMax MSFT Option Income Strategy ETF seller in Q1 2025 was Keebeck Wealth Management, an estimated $217K sold.
Based on aggregated 13F filings for Q1 2025.