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YieldMax Ultra Option Income Strategy ETF
ULTY

47 hedge funds and large institutions have $55.2M invested in YieldMax Ultra Option Income Strategy ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

41% more capital invested

Capital invested by funds: $39.2M → $55.2M (+$16M)

4.63% more ownership

Funds ownership: 0.12% → 4.75% (+4.6%)

53% less funds holding

Funds holding: 99 → 47 (-52)

78% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 65

95% less call options, than puts

Call options by funds: $2.04M | Put options by funds: $40.1M

Holders
47
Holders Change
-52
Holders Change %
-52.53%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
9
Closed
65
Calls
$2.04M
Puts
$40.1M
Net Calls
-$38M
Net Calls Change
-$30.7M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$24.2M
2
IMC Chicago
IMC Chicago
Illinois
+$7.89M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.3M
4
Goldman Sachs
Goldman Sachs
New York
+$4.05M
5
QC
Quadrature Capital
United Kingdom
+$3.56M

Top Sellers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
-$5.28M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.47M
3
PCM
Prelude Capital Management
New York
-$1.36M
4
TCM
Traynor Capital Management
Pennsylvania
-$1.17M
5
Group One Trading
Group One Trading
Illinois
-$813K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWN
76
Independent Wealth Network
Iowa
– -$152K -2,784 Closed
AWE
77
Avidian Wealth Enterprises
Texas
– -$144K -2,633 Closed
HighTower Advisors
78
HighTower Advisors
Illinois
– -$137K -2,510 Closed
NSAM
79
North Star Asset Management
Wisconsin
– -$136K -2,488 Closed
LA
80
Lifeworks Advisors
Michigan
– -$134K -2,457 Closed
RCG
81
Regatta Capital Group
California
– -$128K -2,345 Closed
NWWA
82
New Wave Wealth Advisors
Arkansas
– -$124K -2,261 Closed
ZI
83
ZEGA Investments
Florida
– -$109K -2,000 Closed
Pathstone Holdings
84
Pathstone Holdings
New Jersey
– -$108K -1,967 Closed
PWM
85
Perigon Wealth Management
California
– -$107K -1,957 Closed
Financial Engines Advisors
86
Financial Engines Advisors
California
– -$106K -1,941 Closed
IIA
87
Integral Investment Advisors
California
– -$96.5K -1,765 Closed
AWM
88
Adams Wealth Management
Utah
– -$93K -1,700 Closed
CI
89
CacheTech Inc
Utah
– -$93K -1,700 Closed
DWS
90
Discipline Wealth Solutions
South Carolina
– -$88.2K -1,613 Closed
MW
91
Marks Wealth
Maryland
– -$82.9K -1,516 Closed
JF
92
Joule Financial
Kentucky
– -$84.2K -1,515 Closed
NFG
93
Nations Financial Group
Iowa
– -$66K -1,207 Closed
GS
94
GWN Securities
Florida
– -$63.9K -1,168 Closed
BCM
95
Brookstone Capital Management
Illinois
– -$63.1K -1,153 Closed
ME
96
McIlrath & Eck
Washington
– -$63.1K -1,153 Closed
PFS
97
Prospera Financial Services
Texas
– -$61.6K -1,125 Closed
Cerity Partners
98
Cerity Partners
New York
– -$58.4K -1,068 Closed
NAS
99
Nicolet Advisory Services
Wisconsin
– -$55.3K -1,005 Closed
HFS
100
Howard Financial Services
Texas
– -$54.7K -1,000 Closed
1 2 3
4
5

ULTY Hedge Fund Activity: Q4 2025 in Review

47 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in YieldMax Ultra Option Income Strategy ETF (ULTY) for Q4 2025, worth a combined $55.2M — up 41% from $39.2M a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of ULTY and 14 opened new positions — a net loss of 51 holders — while 9 trimmed existing stakes and 21 added.

The largest buyer was Jane Street, opening a new position worth an estimated $24.2M. The largest seller was HRT Financial, exiting entirely with an estimated $5.28M sold.

  • 47 institutional investors held YieldMax Ultra Option Income Strategy ETF (ULTY) as of Q4 2025, down from 99 in Q3 2025.
  • Funds reported $55.2M of YieldMax Ultra Option Income Strategy ETF stock for Q4 2025, up 41% quarter-over-quarter.
  • 14 funds opened new YieldMax Ultra Option Income Strategy ETF positions in Q4 2025 and 65 closed out, a net change of -51 holders.
  • The largest YieldMax Ultra Option Income Strategy ETF buyer in Q4 2025 was Jane Street, an estimated $24.2M added.
  • The largest YieldMax Ultra Option Income Strategy ETF seller in Q4 2025 was HRT Financial, an estimated $5.28M sold.

Based on aggregated 13F filings for Q4 2025.