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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
SS
76
Sunbelt Securities
Texas
$216K +$282K +3,098 New
SFS
77
Sowell Financial Services
Arkansas
$215K +$65.4K +719 +30%
VFA
78
Valeo Financial Advisors
Indiana
$213K +$278K +3,052 New
CWA
79
Capital Wealth Alliance
Arizona
$211K – – –
UWP
80
Uniting Wealth Partners
Kansas
$195K +$255K +2,800 New
PWS
81
Precision Wealth Strategies
Missouri
$194K +$81.8K +900 +48%
SCM
82
Stonehearth Capital Management
Massachusetts
$188K +$56.1K +617 +30%
TSS
83
Two Sigma Securities
New York
$184K +$240K +2,642 New
Cerity Partners
84
Cerity Partners
New York
$184K +$239K +2,629 New
NA
85
NewEdge Advisors
Louisiana
$180K +$235K +2,582 New
LFGO
86
Legacy Financial Group (Oklahoma)
Oklahoma
$179K – – –
BFG
87
Berger Financial Group
Minnesota
$177K -$4.73K -52 -2%
HNB
88
Huntington National Bank
Ohio
$172K – – –
TF
89
Trek Financial
Arizona
$171K +$49.4K +543 +29%
JSAM
90
J. Safra Asset Management
New York
$170K +$222K +2,441 New
AWA
91
Arete Wealth Advisors
Illinois
$170K +$22K +242 +11%
PWAC
92
Private Wealth Advisors (California)
California
$169K – – –
SC
93
Scotia Capital
Ontario, Canada
$162K +$211K +2,325 New
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$162K -$78.4K -862 -27%
WAP
95
Wealthcare Advisory Partners
Pennsylvania
$160K +$7.82K +86 +4%
TA
96
Tactive Advisors
Florida
$157K +$205K +2,256 New
ISL
97
Ingalls & Snyder LLC
New York
$153K +$199K +2,190 New
Lido Advisors
98
Lido Advisors
California
$151K +$197K +2,167 New
EHC
99
Everett Harris & Co
California
$150K +$3.18K +35 +2%
WCM
100
Winebrenner Capital Management
Kentucky
$147K – – –
2 3
4
5 6

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.