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YieldMax Universe Fund of Option Income ETFs
YMAX

64 hedge funds and large institutions have $21.4M invested in YieldMax Universe Fund of Option Income ETFs in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

8% more funds holding

Funds holding: 59 → 64 (+5)

0.42% more ownership

Funds ownership: 2.75% → 3.17% (+0.42%)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

26% less capital invested

Capital invested by funds: $28.9M → $21.4M (-$7.51M)

84% less call options, than puts

Call options by funds: $297K | Put options by funds: $1.88M

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
19
Reduced
19
Closed
13
Calls
$297K
Puts
$1.88M
Net Calls
-$1.59M
Net Calls Change
-$1.94M

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$2.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.55M
3
WWA
Wealth Watch Advisors
Colorado
+$1.53M
4
TSS
Two Sigma Securities
New York
+$257K
5
PI
PFG Investments
New York
+$231K

Top Sellers

Rank Fund Capital Flow
1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$2.63M
2
ODFS
O'Donnell Financial Services
California
-$2M
3
SG Americas Securities
SG Americas Securities
New York
-$1.28M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.18M
5
Citadel Advisors
Citadel Advisors
Florida
-$763K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$4.99K -$4.95K -435 -47%
SC
52
Swan Capital
Florida
$4.49K – – –
AUB
53
Atlantic Union Bankshares
Virginia
$3.76K +$4.29K +377 New
DWA
54
Dougherty Wealth Advisers
Minnesota
$3.66K – – –
FFA
55
Farther Finance Advisors
California
$3.29K – – –
Bank of America
56
Bank of America
North Carolina
$3.05K +$3.48K +306 New
IIM
57
IFC & Insurance Marketing
California
$1K +$705 +62 New
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$339 -$478 -42 -55%
RFP
59
Root Financial Partners
California
$279 +$318 +28 New
HCM
60
Hollencrest Capital Management
California
$200 – – –
MI
61
Motiv8 Investments
Florida
$109 +$125K +10,953 New
CA
62
CoreCap Advisors
Michigan
$50 – – –
Wells Fargo
63
Wells Fargo
California
$37 +$34 +3 +300%
SA
64
Scarborough Advisors
Maryland
$20 +$23 +2 New
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$2.63M -205,100 Closed
ODFS
66
O'Donnell Financial Services
California
– -$2M -156,232 Closed
SG Americas Securities
67
SG Americas Securities
New York
– -$1.28M -100,000 Closed
Renaissance Technologies
68
Renaissance Technologies
New York
– -$1.18M -92,400 Closed
Citadel Advisors
69
Citadel Advisors
Florida
– -$763K -67,103 Closed
IPAM
70
Investment Partners Asset Management
New Jersey
– -$474K -36,979 Closed
BIG
71
Brookwood Investment Group
Arizona
– -$184K -14,395 Closed
SC
72
Stance Capital
Massachusetts
– -$55.9K -4,361 Closed
OWP
73
ORG Wealth Partners
Texas
– -$22.4K -1,745 Closed
JP Morgan Chase
74
JP Morgan Chase
New York
– -$10.1K -788 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
– -$5.69K -444 Closed
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YMAX Hedge Fund Activity: Q4 2025 in Review

64 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in YieldMax Universe Fund of Option Income ETFs (YMAX) for Q4 2025, worth a combined $21.4M — down 26% from $28.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new YMAX positions and 13 closed out — a net gain of 5 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $2.1M. The largest seller was Federation des caisses Desjardins du Quebec, exiting entirely with an estimated $2.63M sold.

  • 64 institutional investors held YieldMax Universe Fund of Option Income ETFs (YMAX) as of Q4 2025, up from 59 in Q3 2025.
  • Funds reported $21.4M of YieldMax Universe Fund of Option Income ETFs stock for Q4 2025, down 26% quarter-over-quarter.
  • 18 funds opened new YieldMax Universe Fund of Option Income ETFs positions in Q4 2025 and 13 closed out, a net change of +5 holders.
  • The largest YieldMax Universe Fund of Option Income ETFs buyer in Q4 2025 was Old Mission Capital, an estimated $2.1M added.
  • The largest YieldMax Universe Fund of Option Income ETFs seller in Q4 2025 was Federation des caisses Desjardins du Quebec, an estimated $2.63M sold.

Based on aggregated 13F filings for Q4 2025.