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YieldMax NVDA Option Income Strategy ETF

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: 8291 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$77.9M -$4.78M -310,449 -5%
CF
2
Centaurus Financial
California
$15.5M +$825K +53,590 +5%
MCA
3
McGuire Capital Advisors
Oklahoma
$14.8M +$15.6M +1,012,289 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$10.3M -$39.5K -2,566 -0.4%
Goldman Sachs
5
Goldman Sachs
New York
$6.09M +$6.42M +416,962 New
OMC
6
Old Mission Capital
Illinois
$4.07M +$2.22M +144,469 +108%
AWE
7
Avidian Wealth Enterprises
Texas
$3.83M -$779K -50,630 -16%
SS
8
Sunbelt Securities
Texas
$3.54M +$167K +10,851 +5%
Jane Street
9
Jane Street
New York
$2.71M +$2.85M +185,399 New
SI
10
Stirlingshire Investments
New York
$1.4M +$1.48M +95,972 New
IMC Chicago
11
IMC Chicago
Illinois
$1.35M -$6.69M -434,711 -82%
UBS Group
12
UBS Group
Switzerland
$1.29M +$1.2M +77,787 +752%
FIA
13
FNY Investment Advisers
New York
$1.19M +$1.21M +78,900 +3,288%
IFG
14
Independent Financial Group
California
$737K -$932K -60,551 -55%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$641K +$132K +8,544 +24%
VWA
16
Visionary Wealth Advisors
Illinois
$634K +$90.1K +5,853 +16%
CCG
17
Capital CS Group
California
$625K +$40.7K +2,645 +7%
WCM
18
Westend Capital Management
California
$566K -$16.1K -1,046 -3%
PI
19
PFG Investments
New York
$562K +$592K +38,472 New
DAS
20
Dynamic Advisor Solutions
Arizona
$552K +$305K +19,794 +110%
MOS
21
MGO One Seven
Ohio
$498K +$138K +8,990 +36%
WS
22
Wedbush Securities
California
$456K +$193K +12,565 +67%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$421K +$26.6K +1,726 +6%
AFG
24
Atomi Financial Group
New York
$404K +$87.6K +5,691 +26%
CI
25
Cavalier Investments
Georgia
$393K +$73.8K +4,794 +22%

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.