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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
HWM
151
HighMark Wealth Management
Minnesota
$2.73K +$2.75K +25 New
TSMHT
152
Thurston Springer Miller Herd & Titak
Indiana
$2.22K – – –
HFS
153
Hantz Financial Services
Michigan
$2K +$1.87K +17 New
AW
154
Avion Wealth
Texas
$2K +$2.2K +20 New
NEWAS
155
N.E.W. Advisory Services
Wisconsin
$1.95K +$1.98K +18 New
HNB
156
Hilltop National Bank
Wyoming
$1.93K +$1.87K +17 New
IRAG
157
Investment Research & Advisory Group
Georgia
$1.11K +$1.1K +10 New
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$1.02K +$988 +9 New
POIA
159
Pin Oak Investment Advisors
Texas
$1K +$1.1K +10 New
DWM
160
Darwin Wealth Management
Florida
$886 +$878 +8 New
FFA
161
Farther Finance Advisors
California
$590 +$329 +3 +150%
FFA
162
Frazier Financial Advisors
Ohio
$555 – – –
TCM
163
Tradewinds Capital Management
Washington
$400 +$439 +4 New
RAM
164
Riggs Asset Management
Pennsylvania
$244 +$220 +2 New
Wells Fargo
165
Wells Fargo
California
$79 +$110 +1 New
WCFA
166
Walkner Condon Financial Advisors
Wisconsin
– -$242K -2,385 Closed
CAS
167
Coppell Advisory Solutions
Texas
– -$230K -1,894 Closed
AAP
168
Arax Advisory Partners
Colorado
– -$102K -1,000 Closed
Barclays
169
Barclays
United Kingdom
– -$30K -295 Closed
JP Morgan Chase
170
JP Morgan Chase
New York
– -$15.1K -149 Closed
Citadel Advisors
171
Citadel Advisors
Florida
– -$6.81K -62 Closed
MIFH
172
Migdal Insurance & Financial Holdings
Israel
– -$5K -54 Closed
EWA
173
EverSource Wealth Advisors
Alabama
– -$2.03K -20 Closed
TRCT
174
Tower Research Capital (TRC)
New York
– -$2.03K -20 Closed
CA
175
Continuum Advisory
Idaho
– -$976 -10 Closed
4 5 6
7
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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.