YieldMax MSFT Option Income Strategy ETF
MSFO
21 hedge funds and large institutions have $80.8M invested in YieldMax MSFT Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 3 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
11% more funds holding
Funds holding: 19 → 21 (+2)
3.9% less ownership
Funds ownership: 67.57% → 63.67% (-3.9%)
18% less capital invested
Capital invested by funds: $98.3M → $80.8M (-$17.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZI
ZEGA Investments
Palm Beach Gardens,
Florida
|
+$214K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$199K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$172K |
| 4 |
Jane Street
New York
|
+$92.1K |
| 5 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
+$76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$6.82M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$333K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$109K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$25.9K |
| 5 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$16.5K |
MSFO Hedge Fund Activity: Q4 2025 in Review
21 of the 8,277 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSFT Option Income Strategy ETF (MSFO) for Q4 2025, worth a combined $80.8M — down 18% from $98.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MSFO positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was ZEGA Investments, opening a new position worth an estimated $214K. The largest seller was Tidal Investments, cutting an estimated $6.82M.
- 21 institutional investors held YieldMax MSFT Option Income Strategy ETF (MSFO) as of Q4 2025, up from 19 in Q3 2025.
- Funds reported $80.8M of YieldMax MSFT Option Income Strategy ETF stock for Q4 2025, down 18% quarter-over-quarter.
- 5 funds opened new YieldMax MSFT Option Income Strategy ETF positions in Q4 2025 and 3 closed out, a net change of +2 holders.
- The largest YieldMax MSFT Option Income Strategy ETF buyer in Q4 2025 was ZEGA Investments, an estimated $214K added.
- The largest YieldMax MSFT Option Income Strategy ETF seller in Q4 2025 was Tidal Investments, an estimated $6.82M sold.
Based on aggregated 13F filings for Q4 2025.