We are live on ! Find out more
MSTY icon

YieldMax MSTR Option Income Strategy ETF
MSTY

75 hedge funds and large institutions have $33.4M invested in YieldMax MSTR Option Income Strategy ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% less ownership

Funds ownership: 3.7% → 3.23% (-0.47%)

16% less funds holding

Funds holding: 89 → 75 (-14)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

36% less capital invested

Capital invested by funds: $52.4M → $33.4M (-$18.9M)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

59% less call options, than puts

Call options by funds: $8.06M | Put options by funds: $19.5M

Holders
75
Holders Change
-14
Holders Change %
-15.73%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
23
Closed
21
Calls
$8.06M
Puts
$19.5M
Net Calls
-$11.5M
Net Calls Change
+$12.1M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$6.41M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.65M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.22M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$338K
5
1WA
180 Wealth Advisors
Washington
+$310K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.92M
2
OMC
Old Mission Capital
Illinois
-$1.77M
3
UBS Group
UBS Group
Switzerland
-$1.55M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$1.03M
5
CIA
Concurrent Investment Advisors
Florida
-$616K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
51
GHP Investment Advisors
Colorado
$2.32K +$2.79K +109 New
TWC
52
TD Waterhouse Canada
Ontario, Canada
$2.23K +$2.72K +106 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$2.09K +$974 +38 +63%
ME
54
McIlrath & Eck
Washington
$1.72K – – –
PFG
55
Premier Financial Group
California
$1.43K – – –
RFP
56
Root Financial Partners
California
$1.41K -$8.07K -315 -83%
TCM
57
Triumph Capital Management
Colorado
$1.3K – – –
SC
58
Swan Capital
Florida
$1.19K – – –
MA
59
MCF Advisors
Kentucky
$1.13K – – –
GSEP
60
Golden State Equity Partners
California
$1.06K +$1.28K +50 New
S
61
SignatureFD
Georgia
$833 +$179 +7 +22%
AAP
62
Arax Advisory Partners
Colorado
$649 – – –
SIS
63
Strategic Investment Solutions
Illinois
$575 – – –
DSC
64
Duncker Streett & Co
Missouri
$426 – – –
TSMHT
65
Thurston Springer Miller Herd & Titak
Indiana
$425 – – –
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$341 +$77 +3 +23%
HCM
67
Hollencrest Capital Management
California
$298 – – –
PA
68
Parallel Advisors
California
$255 -$51 -2 -14%
AUB
69
Atlantic Union Bankshares
Virginia
$170 -$26 -1 -11%
DWM
70
Darwin Wealth Management
Florida
$170 – – –
LFG
71
Larson Financial Group
Missouri
$87 -$9.59K -374 -99%
Wells Fargo
72
Wells Fargo
California
$43 -$205 -8 -80%
CIA
73
Concurrent Investment Advisors
Florida
– -$616K -20,810 Closed
BCM
74
BluePath Capital Management
Georgia
– -$472K -15,930 Closed
MCA
75
McGuire Capital Advisors
Oklahoma
– -$446K -15,077 Closed
1 2
3
4

MSTY Hedge Fund Activity: Q1 2026 in Review

75 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSTR Option Income Strategy ETF (MSTY) for Q1 2026, worth a combined $33.4M — down 36% from $52.4M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MSTY and 12 opened new positions — a net loss of 9 holders — while 23 trimmed existing stakes and 17 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $6.41M. The largest seller was Susquehanna International Group, cutting an estimated $4.92M.

  • 75 institutional investors held YieldMax MSTR Option Income Strategy ETF (MSTY) as of Q1 2026, down from 89 in Q4 2025.
  • Funds reported $33.4M of YieldMax MSTR Option Income Strategy ETF stock for Q1 2026, down 36% quarter-over-quarter.
  • 12 funds opened new YieldMax MSTR Option Income Strategy ETF positions in Q1 2026 and 21 closed out, a net change of -9 holders.
  • The largest YieldMax MSTR Option Income Strategy ETF buyer in Q1 2026 was Goldman Sachs, an estimated $6.41M added.
  • The largest YieldMax MSTR Option Income Strategy ETF seller in Q1 2026 was Susquehanna International Group, an estimated $4.92M sold.

Based on aggregated 13F filings for Q1 2026.