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YieldMax Magnificent 7 Fund of Option Income ETFs

38 hedge funds and large institutions have $18.9M invested in YieldMax Magnificent 7 Fund of Option Income ETFs in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

15% more funds holding

Funds holding: 3338 (+5)

2.27% less ownership

Funds ownership: 6.77%4.5% (-2.3%)

32% less capital invested

Capital invested by funds: $27.9M → $18.9M (-$8.98M)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
10
Reduced
6
Closed
10
Calls
$522K
Puts
Net Calls
+$522K
Net Calls Change
+$54K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$3.89M +$318K +21,396 +8%
EI
2
EFG International
$2.78M +$2.9M +195,063 New
UBS Group
3
UBS Group
Switzerland
$2.64M +$2.76M +185,229 New
MOS
4
MGO One Seven
Ohio
$1.82M +$41.4K +2,782 +2%
RA
5
RiverTree Advisors
Florida
$1.21M +$82.1K +5,516 +7%
CF
6
Claris Financial
Virginia
$725K +$758K +50,953 New
MML Investors Services
7
MML Investors Services
Massachusetts
$717K +$594K +39,910 +380%
OMC
8
Old Mission Capital
Illinois
$668K +$698K +46,921 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$600K +$367K +24,649 +141%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$497K +$520K +34,940 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$468K +$489K +32,858 New
WCM
12
Winebrenner Capital Management
Kentucky
$427K
IAS
13
Insigneo Advisory Services
Florida
$375K +$55.1K +3,700 +16%
HF
14
HRT Financial
New York
$338K +$354K +23,797 New
Jane Street
15
Jane Street
New York
$312K -$2.48M -166,758 -88%
KA
16
Kovack Advisors
Florida
$232K +$243K +16,306 New
JSW
17
Journey Strategic Wealth
New Jersey
$171K
DAS
18
Dynamic Advisor Solutions
Arizona
$171K +$7.44K +500 +4%
RWA
19
Redhawk Wealth Advisors
Minnesota
$150K -$863 -58 -0.5%
SAM
20
Synergy Asset Management
Washington
$145K +$152K +10,209 New
CF
21
Centaurus Financial
California
$124K -$11.5M -769,658 -99%
Osaic Holdings
22
Osaic Holdings
Arizona
$108K +$15K +1,011 +15%
LFG
23
Larson Financial Group
Missouri
$79.3K +$63.7K +4,280 +331%
MCA
24
McGuire Capital Advisors
Oklahoma
$42.7K +$44.6K +3,000 New
SS
25
Sunbelt Securities
Texas
$41.7K -$4.63K -311 -10%

YMAG Hedge Fund Activity: Q4 2025 in Review

38 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) for Q4 2025, worth a combined $18.9M — down 32% from $27.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new YMAG positions and 10 closed out — a net gain of 5 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $2.76M. The largest seller was Centaurus Financial, cutting an estimated $11.5M.

  • 38 institutional investors held YieldMax Magnificent 7 Fund of Option Income ETFs (YMAG) as of Q4 2025, up from 33 in Q3 2025.
  • Funds reported $18.9M of YieldMax Magnificent 7 Fund of Option Income ETFs stock for Q4 2025, down 32% quarter-over-quarter.
  • 15 funds opened new YieldMax Magnificent 7 Fund of Option Income ETFs positions in Q4 2025 and 10 closed out, a net change of +5 holders.
  • The largest YieldMax Magnificent 7 Fund of Option Income ETFs buyer in Q4 2025 was UBS Group, an estimated $2.76M added.
  • The largest YieldMax Magnificent 7 Fund of Option Income ETFs seller in Q4 2025 was Centaurus Financial, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2025.