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YieldMax MSTR Option Income Strategy ETF
MSTY

166 hedge funds and large institutions have $152M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 80 increasing their positions, 32 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 32

13% more call options, than puts

Call options by funds: $34.7M | Put options by funds: $30.8M

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

1% more funds holding

Funds holding: 165 → 166 (+1)

0.05% more ownership

Funds ownership: 0.72% → 0.77% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

17% less capital invested

Capital invested by funds: $183M → $152M (-$30.2M)

Holders
166
Holders Change
+1
Holders Change %
+0.61%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
80
Reduced
32
Closed
32
Calls
$34.7M
Puts
$30.8M
Net Calls
+$3.88M
Net Calls Change
+$13M

Top Buyers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
+$22.8M
2
TI
Tidal Investments
Wisconsin
+$10.1M
3
OMC
Old Mission Capital
Illinois
+$9.18M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.86M
5
PAG
Private Advisor Group
New Jersey
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
IFG
Independent Financial Group
California
-$11.9M
2
SP
SIH Partners
Delaware
-$1.55M
3
JF
Jump Financial
Illinois
-$1.5M
4
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
-$952K
5
Bank of America
Bank of America
North Carolina
-$872K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$354K +$392K +4,306 +561%
RWA
52
Redhawk Wealth Advisors
Minnesota
$350K +$156K +1,714 +52%
UAG
53
United Advisor Group
Ohio
$344K +$71.1K +782 +19%
HighTower Advisors
54
HighTower Advisors
Illinois
$324K +$162K +1,786 +63%
IAS
55
Insigneo Advisory Services
Florida
$318K +$415K +4,562 New
FIA
56
FNY Investment Advisers
New York
$318K +$266K +2,920 +178%
SP
57
SIH Partners
Delaware
$315K -$1.55M -17,098 -79%
KJWM
58
Kiley Juergens Wealth Management
Washington
$310K +$207K +2,279 +106%
CG
59
CFO4Life Group
Texas
$302K +$73.1K +804 +23%
ZI
60
ZEGA Investments
Florida
$296K +$68.9K +758 +22%
OP
61
ORG Partners
Indiana
$292K +$219K +2,407 +136%
KWA
62
Kingswood Wealth Advisors
California
$288K +$375K +4,120 New
AFP
63
Ausdal Financial Partners
Iowa
$287K +$77.8K +855 +26%
CW
64
CreativeOne Wealth
Kansas
$284K +$72.1K +793 +24%
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$283K +$187K +2,059 +103%
AA
66
Argent Advisors
Louisiana
$279K -$546K -6,000 -60%
FIA
67
Foundations Investment Advisors
Arizona
$277K +$196K +2,154 +118%
MML Investors Services
68
MML Investors Services
Massachusetts
$277K +$30.4K +334 +9%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$259K +$338K +3,712 New
AIP
70
Almanack Investment Partners
Pennsylvania
$245K +$24.6K +271 +8%
AWM
71
AE Wealth Management
Kansas
$243K +$179K +1,972 +131%
FWM
72
Finer Wealth Management
Massachusetts
$233K +$32.6K +358 +12%
WS
73
Wedbush Securities
California
$221K +$56.2K +618 +24%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$220K +$6.55K +72 +2%
HIP
75
HUB Investment Partners
Texas
$218K +$35.2K +387 +14%
1 2
3
4 5

MSTY Hedge Fund Activity: Q3 2025 in Review

166 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSTR Option Income Strategy ETF (MSTY) for Q3 2025, worth a combined $152M — down 17% from $183M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MSTY positions and 32 closed out — a net gain of 4 holders — while 80 added to existing stakes and 32 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $22.8M. The largest seller was Independent Financial Group, cutting an estimated $11.9M.

  • 166 institutional investors held YieldMax MSTR Option Income Strategy ETF (MSTY) as of Q3 2025, up from 165 in Q2 2025.
  • Funds reported $152M of YieldMax MSTR Option Income Strategy ETF stock for Q3 2025, down 17% quarter-over-quarter.
  • 36 funds opened new YieldMax MSTR Option Income Strategy ETF positions in Q3 2025 and 32 closed out, a net change of +4 holders.
  • The largest YieldMax MSTR Option Income Strategy ETF buyer in Q3 2025 was IMC Chicago, an estimated $22.8M added.
  • The largest YieldMax MSTR Option Income Strategy ETF seller in Q3 2025 was Independent Financial Group, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2025.