We are live on ! Find out more
MSFO icon

YieldMax MSFT Option Income Strategy ETF

19 hedge funds and large institutions have $98.3M invested in YieldMax MSFT Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

22% more capital invested

Capital invested by funds: $80.6M → $98.3M (+$17.7M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

17% more call options, than puts

Call options by funds: $416K | Put options by funds: $355K

6% more funds holding

Funds holding: 1819 (+1)

4.39% more ownership

Funds ownership: 63.18%67.57% (+4.4%)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% 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
7
Reduced
1
Closed
5
Calls
$416K
Puts
$355K
Net Calls
+$61K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$94.8M +$17.7M +1,000,989 +23%
Jane Street
2
Jane Street
New York
$735K +$477K +26,904 +176%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$635K +$646K +36,431 New
OMC
4
Old Mission Capital
Illinois
$562K +$572K +32,278 New
VWA
5
Visionary Wealth Advisors
Illinois
$499K +$33.8K +1,905 +7%
CI
6
Cavalier Investments
Georgia
$371K +$109K +6,143 +41%
Citadel Advisors
7
Citadel Advisors
Florida
$333K +$338K +19,100 New
GIA
8
Gladstone Institutional Advisory
Florida
$281K +$286K +16,150 New
Simplex Trading
9
Simplex Trading
Illinois
$30K +$26.8K +1,511 +651%
SPIA
10
Steward Partners Investment Advisory
New York
$25.5K +$4.95K +279 +24%
Morgan Stanley
11
Morgan Stanley
New York
$9.02K -$6.2K -350 -40%
IA
12
IFP Advisors
Florida
$8.71K
CWP
13
Clark Wealth Partners
Illinois
$4.72K +$5.42K +306 New
GWM
14
Geneos Wealth Management
Colorado
$4.29K +$248 +14 +6%
SC
15
Swan Capital
Florida
$1.95K +$1.99K +112 New
Osaic Holdings
16
Osaic Holdings
Arizona
$1.13K
HI
17
Harbour Investments
Wisconsin
$40
AF
18
Allworth Financial
California
$19
Wells Fargo
19
Wells Fargo
California
$16
SS
20
Sunbelt Securities
Texas
-$253K -13,896 Closed
UBS Group
21
UBS Group
Switzerland
-$29.5K -1,655 Closed
IRAG
22
Investment Research & Advisory Group
Georgia
-$22.9K -1,286 Closed
AAS
23
Ameritas Advisory Services
Nebraska
-$4.39K -246 Closed
Raymond James Financial
24
Raymond James Financial
Florida
-$1.78K -100 Closed

MSFO Hedge Fund Activity: Q3 2025 in Review

19 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSFT Option Income Strategy ETF (MSFO) for Q3 2025, worth a combined $98.3M — up 22% from $80.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MSFO positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 1 trimmed.

The largest buyer was Tidal Investments, adding an estimated $17.7M. The largest seller was Sunbelt Securities, exiting entirely with an estimated $253K sold.

  • 19 institutional investors held YieldMax MSFT Option Income Strategy ETF (MSFO) as of Q3 2025, up from 18 in Q2 2025.
  • Funds reported $98.3M of YieldMax MSFT Option Income Strategy ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 6 funds opened new YieldMax MSFT Option Income Strategy ETF positions in Q3 2025 and 5 closed out, a net change of +1 holder.
  • The largest YieldMax MSFT Option Income Strategy ETF buyer in Q3 2025 was Tidal Investments, an estimated $17.7M added.
  • The largest YieldMax MSFT Option Income Strategy ETF seller in Q3 2025 was Sunbelt Securities, an estimated $253K sold.

Based on aggregated 13F filings for Q3 2025.