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PLTY

YieldMax PLTR Option Income Strategy ETF

34 hedge funds and large institutions have $36.1M invested in YieldMax PLTR Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

21% more funds holding

Funds holding: 2834 (+6)

0.41% less ownership

Funds ownership: 6.82%6.4% (-0.41%)

23% less capital invested

Capital invested by funds: $46.9M → $36.1M (-$10.8M)

25% less call options, than puts

Call options by funds: $3.88M | Put options by funds: $5.19M

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
9
Reduced
7
Closed
10
Calls
$3.88M
Puts
$5.19M
Net Calls
-$1.3M
Net Calls Change
+$974K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1
Tidal Investments
Wisconsin
$20.2M -$5.24M -89,775 -18%
OMC
2
Old Mission Capital
Illinois
$2.01M -$414K -7,103 -15%
Group One Trading
3
Group One Trading
Illinois
$1.88M +$1.63M +27,964 +331%
Goldman Sachs
4
Goldman Sachs
New York
$1.64M +$1.86M +31,861 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.62M -$332K -5,701 -15%
UBS Group
6
UBS Group
Switzerland
$1.51M +$269K +4,609 +19%
IFG
7
Independent Financial Group
California
$1.5M -$1.07M -18,343 -39%
SI
8
Stirlingshire Investments
New York
$1.11M +$1.25M +21,476 New
SS
9
Sunbelt Securities
Texas
$903K +$230K +3,942 +29%
Jane Street
10
Jane Street
New York
$860K +$474K +8,123 +95%
MCA
11
McGuire Capital Advisors
Oklahoma
$531K +$601K +10,300 New
HF
12
HRT Financial
New York
$457K -$77K -1,320 -13%
MFG
13
Merit Financial Group
Georgia
$364K +$412K +7,057 New
PWAM
14
Private Wealth Asset Management
Iowa
$262K +$296K +5,082 New
CCC
15
Compass Capital Corp
Massachusetts
$240K +$61K +1,046 +12%
Morgan Stanley
16
Morgan Stanley
New York
$206K +$117K +2,001 +100%
ZI
17
ZEGA Investments
Florida
$202K +$228K +3,914 New
EI
18
EFG International
$178K +$201K +3,455 New
FIA
19
FNY Investment Advisers
New York
$123K +$140K +2,400 New
WWA
20
Wealth Watch Advisors
Colorado
$76.9K +$71.3K +1,223 +456%
Osaic Holdings
21
Osaic Holdings
Arizona
$70.2K +$13.2K +227 +20%
EC
22
Elequin Capital
New York
$30.5K -$80K -1,371 -70%
CA
23
CoreCap Advisors
Michigan
$23.8K -$16.7K -286 -38%
TAM
24
Tucker Asset Management
Colorado
$20.6K +$23.3K +400 New
GAFA
25
Garton & Associates Financial Advisors
Kentucky
$15.2K +$17.2K +295 New

PLTY Hedge Fund Activity: Q4 2025 in Review

34 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in YieldMax PLTR Option Income Strategy ETF (PLTY) for Q4 2025, worth a combined $36.1M — down 23% from $46.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PLTY positions and 10 closed out — a net gain of 6 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.86M. The largest seller was Tidal Investments, cutting an estimated $5.24M.

  • 34 institutional investors held YieldMax PLTR Option Income Strategy ETF (PLTY) as of Q4 2025, up from 28 in Q3 2025.
  • Funds reported $36.1M of YieldMax PLTR Option Income Strategy ETF stock for Q4 2025, down 23% quarter-over-quarter.
  • 16 funds opened new YieldMax PLTR Option Income Strategy ETF positions in Q4 2025 and 10 closed out, a net change of +6 holders.
  • The largest YieldMax PLTR Option Income Strategy ETF buyer in Q4 2025 was Goldman Sachs, an estimated $1.86M added.
  • The largest YieldMax PLTR Option Income Strategy ETF seller in Q4 2025 was Tidal Investments, an estimated $5.24M sold.

Based on aggregated 13F filings for Q4 2025.