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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
RT
101
Rockland Trust
Massachusetts
– -$54.7K -1,000 Closed
SIC
102
Salem Investment Counselors
North Carolina
– -$38.3K -700 Closed
CFO
103
CVA Family Office
Colorado
– -$30.9K -566 Closed
AF
104
Allworth Financial
California
– -$27.4K -500 Closed
AAS
105
Ameritas Advisory Services
Nebraska
– -$26.7K -489 Closed
SPIA
106
Steward Partners Investment Advisory
New York
– -$12.9K -235 Closed
Fidelity Investments
107
Fidelity Investments
Massachusetts
– -$12.6K -230 Closed
SS
108
Sunbelt Securities
Texas
– -$10.9K -200 Closed
TFG
109
Team Financial Group
California
– -$10.8K -198 Closed
ACM
110
Anfield Capital Management
California
– -$6.41K -117 Closed
TC
111
Truvestments Capital
Florida
– -$1.86K -34 Closed
NMG
112
New Millennium Group
Utah
– -$334 -6 Closed
LFG
113
Larson Financial Group
Missouri
– -$33 -1 Closed
IW
114
Imprint Wealth
South Carolina
– -$19 – –
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.