We are live on ! Find out more
MSTY icon

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
WAP
151
Wealthcare Advisory Partners
Pennsylvania
-$160K -2,287 Closed
TA
152
Tactive Advisors
Florida
-$157K -2,256 Closed
ISL
153
Ingalls & Snyder LLC
New York
-$153K -2,190 Closed
Lido Advisors
154
Lido Advisors
California
-$151K -2,167 Closed
EHC
155
Everett Harris & Co
California
-$150K -2,146 Closed
WCM
156
Winebrenner Capital Management
Kentucky
-$147K -2,100 Closed
AC
157
Avestar Capital
New York
-$142K -2,040 Closed
LC
158
Lavaca Capital
Texas
-$133K -1,900 Closed
PS
159
Principal Securities
Iowa
-$117K -1,672 Closed
Belvedere Trading
160
Belvedere Trading
Illinois
-$72.5K -1,553 Closed
BHWM
161
Beaird Harris Wealth Management
Texas
-$87K -1,247 Closed
SPIA
162
Steward Partners Investment Advisory
New York
-$79.5K -1,140 Closed
SSG
163
Summit Securities Group
New York
-$72.6K -1,040 Closed
LWMI
164
Legacy Wealth Management (Idaho)
Idaho
-$54.8K -785 Closed
ASN
165
Advisory Services Network
Georgia
-$16.8K -240 Closed
SIC
166
Salem Investment Counselors
North Carolina
-$14K -200 Closed
SWM
167
Spire Wealth Management
Virginia
-$14K -200 Closed
BlackRock
168
BlackRock
New York
-$13.5K -194 Closed
FFWM
169
Future Financial Wealth Management
Ohio
-$13.4K -192 Closed
PAI
170
Pittenger & Anderson Inc
Nebraska
-$9.49K -136 Closed
GWM
171
Geneos Wealth Management
Colorado
-$9.15K -131 Closed
UIA
172
Ulland Investment Advisors
Minnesota
-$9K -131 Closed
TFG
173
Team Financial Group
California
-$8.83K -126 Closed
GRP
174
Global Retirement Partners
California
-$8.04K -115 Closed
CTC
175
Central Trust Company
Missouri
-$6.98K -100 Closed