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PLTY

YieldMax PLTR Option Income Strategy ETF

28 hedge funds and large institutions have $46.9M invested in YieldMax PLTR Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

75% more funds holding

Funds holding: 1628 (+12)

35% more capital invested

Capital invested by funds: $34.7M → $46.9M (+$12.2M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

1.38% more ownership

Funds ownership: 5.43%6.82% (+1.4%)

27% less call options, than puts

Call options by funds: $6.08M | Put options by funds: $8.36M

Holders
28
Holders Change
+12
Holders Change %
+75%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
5
Reduced
4
Closed
4
Calls
$6.08M
Puts
$8.36M
Net Calls
-$2.28M
Net Calls Change
-$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Swan Capital
Florida
$1.96K +$1.97K +30 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.37K +$1.38K +21 New
Wells Fargo
28
Wells Fargo
California
$39
Citadel Advisors
29
Citadel Advisors
Florida
-$1.43M -21,753 Closed
SAW
30
Signal Advisors Wealth
Michigan
-$205K -3,190 Closed
Simplex Trading
31
Simplex Trading
Illinois
-$161K -2,515 Closed
Bank of America
32
Bank of America
North Carolina
-$96.4K -1,500 Closed

PLTY Hedge Fund Activity: Q3 2025 in Review

28 of the 7,628 institutional investors tracked by Wall St. Rank reported a position in YieldMax PLTR Option Income Strategy ETF (PLTY) for Q3 2025, worth a combined $46.9M — up 35% from $34.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PLTY positions and 4 closed out — a net gain of 12 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $3.03M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.43M sold.

  • 28 institutional investors held YieldMax PLTR Option Income Strategy ETF (PLTY) as of Q3 2025, up from 16 in Q2 2025.
  • Funds reported $46.9M of YieldMax PLTR Option Income Strategy ETF stock for Q3 2025, up 35% quarter-over-quarter.
  • 16 funds opened new YieldMax PLTR Option Income Strategy ETF positions in Q3 2025 and 4 closed out, a net change of +12 holders.
  • The largest YieldMax PLTR Option Income Strategy ETF buyer in Q3 2025 was Old Mission Capital, an estimated $3.03M added.
  • The largest YieldMax PLTR Option Income Strategy ETF seller in Q3 2025 was Citadel Advisors, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2025.