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YieldMax MSTR Option Income Strategy ETF

89 hedge funds and large institutions have $52.4M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.93% more ownership

Funds ownership: 0.77%3.7% (+2.9%)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

46% less funds holding

Funds holding: 16689 (-77)

66% less capital invested

Capital invested by funds: $152M → $52.4M (-$100M)

67% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $35.4M

83% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 93

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
Holders Change
-77
Holders Change %
-46.39%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
30
Reduced
33
Closed
93
Calls
$11.8M
Puts
$35.4M
Net Calls
-$23.5M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
51
Versant Capital Management
Arizona
$18.4K +$8.22K +176 +40%
NFSG
52
Newbridge Financial Services Group
Florida
$18.3K -$37.4K -801 -56%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$14.6K -$4.67K -100 -17%
HI
54
Harbour Investments
Wisconsin
$13.2K +$18.9K +404 +985%
RFP
55
Root Financial Partners
California
$11.3K +$6.12K +131 +52%
LFG
56
Larson Financial Group
Missouri
$11.2K +$8.54K +183 +94%
MCM
57
MAI Capital Management
Ohio
$10.1K -$9.34K -200 -37%
AF
58
Allworth Financial
California
$9.86K +$1.96K +42 +14%
SIS
59
Sound Income Strategies
Florida
$9.56K
VFM
60
Vision Financial Markets
Connecticut
$8.16K -$1.49K -32 -10%
BBHC
61
Brown Brothers Harriman & Co
New York
$7.4K
GAFA
62
Garton & Associates Financial Advisors
Kentucky
$5.68K +$8.96K +192 New
OP
63
ORG Partners
Indiana
$5.47K -$187K -3,997 -96%
PUI
64
Purpose Unlimited Inc
$5.32K +$8.4K +180 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$3.58K -$44.7K -958 -89%
CIA
66
Cape Investment Advisory
Georgia
$2.43K +$3.83K +82 New
ME
67
McIlrath & Eck
Washington
$2.4K -$38.6K -827 -91%
PFG
68
Premier Financial Group
California
$2.01K -$47 -1 -1%
IIM
69
IFC & Insurance Marketing
California
$2K +$2.71K +58 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$1.78K -$2.81M -60,200 -100%
TCM
71
Triumph Capital Management
Colorado
$1.78K +$2.8K +60 New
SC
72
Swan Capital
Florida
$1.66K -$47 -1 -2%
MA
73
MCF Advisors
Kentucky
$1.57K
HWM
74
HighMark Wealth Management
Minnesota
$1.44K -$2.29K -49 Closed
AW
75
Avion Wealth
Texas
$1K