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YieldMax Universe Fund of Option Income ETFs

59 hedge funds and large institutions have $28.9M invested in YieldMax Universe Fund of Option Income ETFs in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

30% more capital invested

Capital invested by funds: $22.2M → $28.9M (+$6.76M)

25% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.44M

18% more funds holding

Funds holding: 5059 (+9)

0.36% more ownership

Funds ownership: 2.39%2.75% (+0.36%)

Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
22
Reduced
12
Closed
9
Calls
$1.8M
Puts
$1.44M
Net Calls
+$354K
Net Calls Change
-$941K
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
26
Tucker Asset Management
Colorado
$191K -$5.48K -415 -3%
BIG
27
Brookwood Investment Group
Arizona
$184K +$56.3K +4,264 +42%
TSS
28
Two Sigma Securities
New York
$175K +$180K +13,654 New
KPWS
29
Kestra Private Wealth Services
Texas
$170K +$175K +13,240 New
IWN
30
Independent Wealth Network
Iowa
$162K +$167K +12,643 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$154K +$6.36K +482 +4%
TI
32
Tidal Investments
Wisconsin
$141K -$924 -70 -0.6%
AF
33
Allworth Financial
California
$135K +$40.5K +3,065 +41%
UBS Group
34
UBS Group
Switzerland
$128K +$132K +10,000 New
Simplex Trading
35
Simplex Trading
Illinois
$111K -$52.2K -3,955 -31%
SC
36
Stance Capital
Massachusetts
$55.9K +$57.6K +4,361 New
HI
37
Harbour Investments
Wisconsin
$54.7K +$16.4K +1,239 +41%
Osaic Holdings
38
Osaic Holdings
Arizona
$46.6K +$16.9K +1,281 +55%
LFG
39
Larson Financial Group
Missouri
$36.9K +$38.1K +2,884 New
OWP
40
ORG Wealth Partners
Texas
$22.4K +$2.85K +216 +14%
WOSD
41
WFA of San Diego
California
$15.9K
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$14.7K +$15.2K +1,150 New
IA
43
IFP Advisors
Florida
$12K +$12.3K +935 New
JP Morgan Chase
44
JP Morgan Chase
New York
$10.1K
Belvedere Trading
45
Belvedere Trading
Illinois
$10.1K -$9.71K -736 -48%
M
46
MOTCO
Texas
$9.29K
AWM
47
AE Wealth Management
Kansas
$5.76K -$1.21K -92 -17%
SC
48
Swan Capital
Florida
$5.76K
QWM
49
Quaker Wealth Management
New Jersey
$5.71K +$726 +55 +14%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$5.69K +$5.86K +444 New

YMAX Hedge Fund Activity: Q3 2025 in Review

59 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in YieldMax Universe Fund of Option Income ETFs (YMAX) for Q3 2025, worth a combined $28.9M — up 30% from $22.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new YMAX positions and 9 closed out — a net gain of 9 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.52M. The largest seller was Renaissance Technologies, cutting an estimated $2.94M.

  • 59 institutional investors held YieldMax Universe Fund of Option Income ETFs (YMAX) as of Q3 2025, up from 50 in Q2 2025.
  • Funds reported $28.9M of YieldMax Universe Fund of Option Income ETFs stock for Q3 2025, up 30% quarter-over-quarter.
  • 18 funds opened new YieldMax Universe Fund of Option Income ETFs positions in Q3 2025 and 9 closed out, a net change of +9 holders.
  • The largest YieldMax Universe Fund of Option Income ETFs buyer in Q3 2025 was Susquehanna International Group, an estimated $2.52M added.
  • The largest YieldMax Universe Fund of Option Income ETFs seller in Q3 2025 was Renaissance Technologies, an estimated $2.94M sold.

Based on aggregated 13F filings for Q3 2025.