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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
TI
1
Tidal Investments
Wisconsin
$16.1M +$7.15M +153,078 +39%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$9.05M +$6.78M +145,225 +90%
UBS Group
3
UBS Group
Switzerland
$7.22M +$11.1M +238,705 +4,705%
OMC
4
Old Mission Capital
Illinois
$3.2M -$2.19M -46,835 -30%
Jane Street
5
Jane Street
New York
$2.79M +$4.4M +94,249 New
Group One Trading
6
Group One Trading
Illinois
$1.43M -$403K -8,622 -15%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19M -$18.7K -400 -1%
AV
8
Aspiring Ventures
Ohio
$975K -$713K -15,270 -32%
Simplex Trading
9
Simplex Trading
Illinois
$762K -$512K -10,963 -30%
CIA
10
Concurrent Investment Advisors
Florida
$616K -$73.5K -1,575 -7%
FIA
11
FNY Investment Advisers
New York
$591K +$720K +15,420 +338%
MFG
12
Merit Financial Group
Georgia
$539K -$41.8K -895 -5%
Morgan Stanley
13
Morgan Stanley
New York
$504K -$107K -2,300 -12%
MWM
14
Maripau Wealth Management
Indiana
$481K +$134K +2,869 +21%
SAW
15
Signal Advisors Wealth
Michigan
$477K +$125K +2,667 +20%
BCM
16
BluePath Capital Management
Georgia
$472K +$295K +6,321 +66%
N
17
Natixis
France
$451K +$40.8K +874 +6%
MCA
18
McGuire Capital Advisors
Oklahoma
$446K +$704K +15,077 New
BCI
19
Brinker Capital Investments
Pennsylvania
$422K +$234K +5,018 +54%
OA
20
Oasis Advisors
Iowa
$399K +$630K +13,495 New
SG
21
StoneX Group
New York
$382K -$250K -5,358 -29%
Renaissance Technologies
22
Renaissance Technologies
New York
$367K -$1M -21,420 -63%
IW
23
Instrumental Wealth
Florida
$335K +$3.97K +85 +0.6%
Optiver Holding
24
Optiver Holding
Netherlands
$296K +$466K +9,989 New
TRCT
25
Tower Research Capital (TRC)
New York
$295K +$462K +9,900 +19,412%