We are live on ! Find out more
PLTY

YieldMax PLTR Option Income Strategy ETF

16 hedge funds and large institutions have $34.7M invested in YieldMax PLTR Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

45% more capital invested

Capital invested by funds: $23.9M → $34.7M (+$10.8M)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

14% more funds holding

Funds holding: 1416 (+2)

8.53% less ownership

Funds ownership: 13.97%5.43% (-8.5%)

27% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $3.67M

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
1
Closed
7
Calls
$2.69M
Puts
$3.67M
Net Calls
-$977K
Net Calls Change
-$954K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$28.8M +$4.66M +73,054 +19%
IFG
2
Independent Financial Group
California
$1.53M +$1.52M +23,866 New
Citadel Advisors
3
Citadel Advisors
Florida
$1.4M +$597K +9,374 +76%
Group One Trading
4
Group One Trading
Illinois
$936K +$693K +10,868 +294%
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$640K +$637K +10,000 New
Belvedere Trading
6
Belvedere Trading
Illinois
$610K +$605K +9,493 New
SAW
7
Signal Advisors Wealth
Michigan
$205K +$203K +3,190 New
Simplex Trading
8
Simplex Trading
Illinois
$161K +$160K +2,515 New
Morgan Stanley
9
Morgan Stanley
New York
$129K -$63.7K -999 -33%
CA
10
CoreCap Advisors
Michigan
$99K +$13K +204 +15%
Bank of America
11
Bank of America
North Carolina
$96.4K +$95.6K +1,500 New
Osaic Holdings
12
Osaic Holdings
Arizona
$62.9K +$47.2K +741 +315%
TFG
13
Team Financial Group
California
$9.58K +$9.49K +149 New
SS
14
Sunbelt Securities
Texas
$9.47K
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$4.5K +$4.46K +70 New
Wells Fargo
16
Wells Fargo
California
$72 +$64 +1 New
OMC
17
Old Mission Capital
Illinois
-$364K -6,378 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$353K -6,186 Closed
SPWM
19
Straight Path Wealth Management
Michigan
-$274K -4,800 Closed
Jane Street
20
Jane Street
New York
-$273K -4,777 Closed
UBS Group
21
UBS Group
Switzerland
-$10.9K -191 Closed
RFG
22
REAP Financial Group
Texas
-$1.71K -30 Closed
FFA
23
Farther Finance Advisors
California
-$1.15K -20 Closed

PLTY Hedge Fund Activity: Q2 2025 in Review

16 of the 7,601 institutional investors tracked by Wall St. Rank reported a position in YieldMax PLTR Option Income Strategy ETF (PLTY) for Q2 2025, worth a combined $34.7M — up 45% from $23.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PLTY positions and 7 closed out — a net gain of 2 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Tidal Investments, adding an estimated $4.66M. The largest seller was Old Mission Capital, exiting entirely with an estimated $364K sold.

  • 16 institutional investors held YieldMax PLTR Option Income Strategy ETF (PLTY) as of Q2 2025, up from 14 in Q1 2025.
  • Funds reported $34.7M of YieldMax PLTR Option Income Strategy ETF stock for Q2 2025, up 45% quarter-over-quarter.
  • 9 funds opened new YieldMax PLTR Option Income Strategy ETF positions in Q2 2025 and 7 closed out, a net change of +2 holders.
  • The largest YieldMax PLTR Option Income Strategy ETF buyer in Q2 2025 was Tidal Investments, an estimated $4.66M added.
  • The largest YieldMax PLTR Option Income Strategy ETF seller in Q2 2025 was Old Mission Capital, an estimated $364K sold.

Based on aggregated 13F filings for Q2 2025.