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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
WMA
176
Wealth Management Associates
New Jersey
– -$234K -2,114 Closed
SSA
177
Schonfeld Strategic Advisors
New York
– -$215K -1,940 Closed
AWM
178
Avior Wealth Management
Nebraska
– -$202K -1,823 Closed
HWM
179
Hemington Wealth Management
Virginia
– -$92K -838 Closed
AAS
180
Ameritas Advisory Services
Nebraska
– -$38.1K -344 Closed
Raymond James Financial
181
Raymond James Financial
Florida
– -$36.4K -329 Closed
HT
182
Headlands Technologies
Illinois
– -$15.7K -142 Closed
LFA
183
Legend Financial Advisors
Pennsylvania
– -$11.1K -100 Closed
PSFG
184
Park Square Financial Group
Georgia
– -$10.3K -93 Closed
KWM
185
Kiker Wealth Management
Georgia
– -$7.88K -71 Closed
BCMLT
186
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$7.46K -67 Closed
CFD
187
Creative Financial Designs
Indiana
– -$7.01K -63 Closed
SVCP
188
Silicon Valley Capital Partners
California
– -$5.97K -54 Closed
AT
189
Arlington Trust
Alabama
– -$4.88K -44 Closed
EWM
190
Evermay Wealth Management
Virginia
– -$4.47K -40 Closed
FMII
191
Farmers & Merchants Investments Inc
Nebraska
– -$4.43K -40 Closed
PWM
192
Proathlete Wealth Management
Florida
– -$4.17K -38 Closed
KG
193
Kilter Group
New York
– -$3.33K -30 Closed
TSMHT
194
Thurston Springer Miller Herd & Titak
Indiana
– -$2.22K -20 Closed
NEWAS
195
N.E.W. Advisory Services
Wisconsin
– -$1.95K -18 Closed
HNB
196
Hilltop National Bank
Wyoming
– -$1.93K -17 Closed
IRAG
197
Investment Research & Advisory Group
Georgia
– -$1.11K -10 Closed
POIA
198
Pin Oak Investment Advisors
Texas
– -$1K -10 Closed
RAM
199
Riggs Asset Management
Pennsylvania
– -$244 -2 Closed
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.