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YieldMax MSTR Option Income Strategy ETF
MSTY

165 hedge funds and large institutions have $183M invested in YieldMax MSTR Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

910% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 10

221% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 14

190% more capital invested

Capital invested by funds: $62.9M → $183M (+$120M)

123% more funds holding

Funds holding: 74 → 165 (+91)

0.16% more ownership

Funds ownership: 0.57% → 0.72% (+0.16%)

17% less call options, than puts

Call options by funds: $43.5M | Put options by funds: $52.6M

Holders
165
Holders Change
+91
Holders Change %
+122.97%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
101
Increased
45
Reduced
14
Closed
10
Calls
$43.5M
Puts
$52.6M
Net Calls
-$9.11M
Net Calls Change
-$11.3M

Top Buyers

Rank Fund Capital Flow
1
IFG
Independent Financial Group
California
+$23.6M
2
JF
Jump Financial
Illinois
+$9.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.52M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$6.62M
5
TI
Tidal Investments
Wisconsin
+$6.58M

Top Sellers

Rank Fund Capital Flow
1
Group One Trading
Group One Trading
Illinois
-$1.04M
2
Belvedere Trading
Belvedere Trading
Illinois
-$434K
3
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$242K
4
CAS
Coppell Advisory Solutions
Texas
-$230K
5
SSA
Schonfeld Strategic Advisors
New York
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$261K +$259K +2,359 New
KPWS
77
Kestra Private Wealth Services
Texas
$256K +$254K +2,313 New
HNB
78
Huntington National Bank
Ohio
$256K – – –
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$244K +$242K +2,201 New
AWA
80
Arete Wealth Advisors
Illinois
$242K +$659 +6 +0.3%
KJWM
81
Kiley Juergens Wealth Management
Washington
$239K +$237K +2,157 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$235K +$233K +2,120 New
WMA
83
Wealth Management Associates
New Jersey
$234K +$232K +2,114 New
EHC
84
Everett Harris & Co
California
$234K +$232K +2,111 New
WCM
85
Winebrenner Capital Management
Kentucky
$233K – – –
SCM
86
Stonehearth Capital Management
Massachusetts
$230K +$228K +2,073 New
CPG
87
Cornerstone Planning Group
New Jersey
$223K +$267K +2,435 New
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$222K +$220K +2,000 New
SSA
89
Schonfeld Strategic Advisors
New York
$215K -$226K -2,060 -52%
TF
90
Trek Financial
Arizona
$211K +$209K +1,905 New
PWS
91
Precision Wealth Strategies
Missouri
$209K +$207K +1,881 New
AWM
92
Avior Wealth Management
Nebraska
$202K +$200K +1,823 New
FIA
93
Foundations Investment Advisors
Arizona
$202K +$200K +1,818 New
OP
94
ORG Partners
Indiana
$191K +$195K +1,774 New
FIA
95
FNY Investment Advisers
New York
$181K +$141K +1,280 +356%
AWM
96
AE Wealth Management
Kansas
$167K +$8.78K +80 +6%
NFSG
97
Newbridge Financial Services Group
Florida
$157K +$37.2K +339 +31%
WSFS
98
Wilmington Savings Fund Society
Delaware
$153K +$31.5K +287 +26%
TAM
99
Tucker Asset Management
Colorado
$153K -$549 -5 -0.4%
PS
100
Principal Securities
Iowa
$144K +$140K +1,274 +4,900%
2 3
4
5 6

MSTY Hedge Fund Activity: Q2 2025 in Review

165 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in YieldMax MSTR Option Income Strategy ETF (MSTY) for Q2 2025, worth a combined $183M — up 190% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MSTY positions and 10 closed out — a net gain of 91 holders — while 45 added to existing stakes and 14 trimmed.

The largest buyer was Independent Financial Group, adding an estimated $23.6M. The largest seller was Group One Trading, cutting an estimated $1.04M.

  • 165 institutional investors held YieldMax MSTR Option Income Strategy ETF (MSTY) as of Q2 2025, up from 74 in Q1 2025.
  • Funds reported $183M of YieldMax MSTR Option Income Strategy ETF stock for Q2 2025, up 190% quarter-over-quarter.
  • 101 funds opened new YieldMax MSTR Option Income Strategy ETF positions in Q2 2025 and 10 closed out, a net change of +91 holders.
  • The largest YieldMax MSTR Option Income Strategy ETF buyer in Q2 2025 was Independent Financial Group, an estimated $23.6M added.
  • The largest YieldMax MSTR Option Income Strategy ETF seller in Q2 2025 was Group One Trading, an estimated $1.04M sold.

Based on aggregated 13F filings for Q2 2025.