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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
SIS
126
Sound Income Strategies
Florida
$20.4K – – –
AF
127
Allworth Financial
California
$20.3K +$3.91K +43 +17%
RFP
128
Root Financial Partners
California
$17.5K +$22.7K +250 New
BBHC
129
Brown Brothers Harriman & Co
New York
$17.4K +$22.7K +250 New
ASN
130
Advisory Services Network
Georgia
$16.8K +$21.8K +240 New
SWM
131
Spire Wealth Management
Virginia
$14K +$1.55K +17 +9%
SIC
132
Salem Investment Counselors
North Carolina
$14K +$18.2K +200 New
LFG
133
Larson Financial Group
Missouri
$13.6K +$4.09K +45 +30%
BlackRock
134
BlackRock
New York
$13.5K +$17.6K +194 New
FFWM
135
Future Financial Wealth Management
Ohio
$13.4K +$17.5K +192 New
AAP
136
Arax Advisory Partners
Colorado
$10.1K +$6.91K +76 New
PAI
137
Pittenger & Anderson Inc
Nebraska
$9.49K – – –
GWM
138
Geneos Wealth Management
Colorado
$9.15K +$546 +6 +5%
UIA
139
Ulland Investment Advisors
Minnesota
$9K +$5.46K +60 +85%
TFG
140
Team Financial Group
California
$8.83K +$2.64K +29 +30%
GRP
141
Global Retirement Partners
California
$8.04K -$95.9K -1,055 -90%
CTC
142
Central Trust Company
Missouri
$6.98K – – –
S
143
SignatureFD
Georgia
$5.16K -$61.6K -677 -90%
PFG
144
Premier Financial Group
California
$4.67K – – –
SC
145
Swan Capital
Florida
$3.95K – – –
MA
146
MCF Advisors
Kentucky
$3.71K +$4.82K +53 New
TRCT
147
Tower Research Capital (TRC)
New York
$3.53K +$4.64K +51 New
HWM
148
HighMark Wealth Management
Minnesota
$3.39K +$2.18K +24 +96%
HI
149
Harbour Investments
Wisconsin
$2.85K -$1.82K -20 -33%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$2.51K -$8.91K -98 -73%
4 5
6
7 8

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.