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.
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)
1.52% more ownership
Funds ownership: 62% → 63.52% (+1.5%)
3% less capital invested
Capital invested by funds: $72.1M → $69.8M (-$2.33M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $2K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$6.9M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$594K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$365K |
| 4 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$306K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$121K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Keebeck Wealth Management
Chicago,
Illinois
|
-$217K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$7.76K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $67.6M | +$6.9M | +403,973 | +10% |
|
|
CI
2
Cavalier Investments
Alpharetta,
Georgia
| $548K | +$306K | +17,938 | +106% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $546K | +$594K | +34,790 | New |
|
|
VWA
4
Visionary Wealth Advisors
O'fallon,
Illinois
| $382K | +$44.3K | +2,590 | +12% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $335K | +$365K | +21,337 | New |
|
|
SS
6
Sunbelt Securities
Houston,
Texas
| $211K | -$7.76K | -454 | -3% |
|
|
7
UBS Group
Zurich,
Switzerland
| $111K | +$121K | +7,063 | New |
|
8
Morgan Stanley
New York
| $32.6K | +$21.5K | +1,256 | +154% |
|
|
IRAG
9
Investment Research & Advisory Group
Atlanta,
Georgia
| $19.7K | +$21.4K | +1,252 | New |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $9.79K | +$10.7K | +624 | New |
|
11
Wells Fargo
San Francisco,
California
| $20 | – | – | – |
|
|
AF
12
Allworth Financial
Folsom,
California
| $16 | – | – | – |
|
|
KWM
13
Keebeck Wealth Management
Chicago,
Illinois
| – | -$217K | -11,920 | Closed |
|
MSFO Hedge Fund Activity: Q1 2025 in Review
12 of the 7,459 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.