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YieldMax NVDA Option Income Strategy ETF
NVDY

91 hedge funds and large institutions have $158M invested in YieldMax NVDA Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

11% more funds holding

Funds holding: 82 → 91 (+9)

0.95% more ownership

Funds ownership: 8.87% → 9.82% (+0.95%)

5% less capital invested

Capital invested by funds: $166M → $158M (-$7.65M)

62% less call options, than puts

Call options by funds: $4.38M | Put options by funds: $11.6M

Holders
91
Holders Change
+9
Holders Change %
+10.98%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
35
Reduced
20
Closed
13
Calls
$4.38M
Puts
$11.6M
Net Calls
-$7.24M
Net Calls Change
+$3.8M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$6.42M
2
Jane Street
Jane Street
New York
+$2.85M
3
OMC
Old Mission Capital
Illinois
+$2.22M
4
FIA
FNY Investment Advisers
New York
+$1.21M
5
UBS Group
UBS Group
Switzerland
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
IMC Chicago
IMC Chicago
Illinois
-$6.69M
2
TI
Tidal Investments
Wisconsin
-$4.78M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$3.19M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.37M
5
IFG
Independent Financial Group
California
-$932K
Name Holding Trade Value Shares
Change 		Change in
Stake
MW
26
MBL Wealth
North Carolina
$371K -$323K -21,000 -45%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$369K -$3.19M -207,506 -89%
ZI
28
ZEGA Investments
Florida
$363K +$144K +9,331 +60%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$359K +$379K +24,602 New
PAG
30
Private Advisor Group
New Jersey
$335K +$73.4K +4,771 +26%
MWM
31
Meadowbrook Wealth Management
New York
$314K -$12.2K -790 -4%
MML Investors Services
32
MML Investors Services
Massachusetts
$313K -$51.9K -3,369 -14%
XT
33
XTX Topco
Cayman Islands
$290K +$306K +19,868 New
SG
34
StoneX Group
New York
$280K +$295K +19,185 New
RWA
35
Redhawk Wealth Advisors
Minnesota
$250K +$17.7K +1,153 +7%
JWCA
36
J.W. Cole Advisors
Florida
$242K -$13.7K -888 -5%
IA
37
Integrity Alliance
Iowa
$237K +$29.6K +1,923 +13%
JSAM
38
J. Safra Asset Management
New York
$218K -$12K -782 -5%
AF
39
Allworth Financial
California
$204K +$15.2K +987 +8%
AWA
40
Arete Wealth Advisors
Illinois
$202K +$43.9K +2,849 +26%
TSS
41
Two Sigma Securities
New York
$199K +$28.3K +1,839 +16%
AWM
42
Adams Wealth Management
Utah
$196K +$206K +13,405 New
CI
43
CacheTech Inc
Utah
$196K +$206K +13,405 New
USCWA
44
U.S. Capital Wealth Advisors
Texas
$190K +$200K +13,000 New
KA
45
Kure Advisory
Minnesota
$187K – – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$183K +$38.4K +2,496 +25%
Osaic Holdings
47
Osaic Holdings
Arizona
$180K +$9.14K +594 +5%
PFS
48
Prospera Financial Services
Texas
$180K -$25.1K -1,629 -12%
IPAM
49
Investment Partners Asset Management
New Jersey
$169K -$4.62K -300 -3%
TCM
50
Traynor Capital Management
Pennsylvania
$165K -$59.8K -3,883 -26%
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NVDY Hedge Fund Activity: Q4 2025 in Review

91 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in YieldMax NVDA Option Income Strategy ETF (NVDY) for Q4 2025, worth a combined $158M — down 4.6% from $166M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NVDY positions and 13 closed out — a net gain of 10 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $6.42M. The largest seller was IMC Chicago, cutting an estimated $6.69M.

  • 91 institutional investors held YieldMax NVDA Option Income Strategy ETF (NVDY) as of Q4 2025, up from 82 in Q3 2025.
  • Funds reported $158M of YieldMax NVDA Option Income Strategy ETF stock for Q4 2025, down 4.6% quarter-over-quarter.
  • 23 funds opened new YieldMax NVDA Option Income Strategy ETF positions in Q4 2025 and 13 closed out, a net change of +10 holders.
  • The largest YieldMax NVDA Option Income Strategy ETF buyer in Q4 2025 was Goldman Sachs, an estimated $6.42M added.
  • The largest YieldMax NVDA Option Income Strategy ETF seller in Q4 2025 was IMC Chicago, an estimated $6.69M sold.

Based on aggregated 13F filings for Q4 2025.