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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

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

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
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.26M +$1.55M +136,240 +71%
OMC
2
Old Mission Capital
Illinois
$2.35M +$2.1M +185,074 +366%
WWA
3
Wealth Watch Advisors
Colorado
$1.76M +$1.53M +134,482 +320%
ZI
4
ZEGA Investments
Florida
$1.71M -$381K -33,479 -16%
Jane Street
5
Jane Street
New York
$1.59M -$344K -30,208 -16%
WW
6
Winnow Wealth
Texas
$1.11M +$220K +19,308 +21%
CAS
7
Coppell Advisory Solutions
Texas
$1.01M +$132K +11,640 +13%
Group One Trading
8
Group One Trading
Illinois
$902K -$136K -11,969 -12%
AWA
9
Authentikos Wealth Advisory
California
$883K +$148K +13,034 +17%
MF
10
Manchester Financial
California
$855K -$143K -12,607 -13%
MCA
11
McGuire Capital Advisors
Oklahoma
$612K +$697K +61,326 New
HF
12
HRT Financial
New York
$591K -$320K -28,145 -32%
MML Investors Services
13
MML Investors Services
Massachusetts
$549K -$210K -18,446 -25%
TSS
14
Two Sigma Securities
New York
$362K +$257K +22,614 +166%
SPWM
15
Straight Path Wealth Management
Michigan
$296K -$96.7K -8,507 -22%
LWMM
16
Legacy Wealth Management (Mississippi)
Mississippi
$241K +$13.4K +1,182 +5%
WCM
17
Winebrenner Capital Management
Kentucky
$238K -$22.7K -2,000 -8%
PI
18
PFG Investments
New York
$203K +$231K +20,317 New
VWA
19
Visionary Wealth Advisors
Illinois
$201K +$21.3K +1,872 +10%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$156K -$28.6K -2,516 -14%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$155K -$46K -4,042 -21%
EWA
22
EP Wealth Advisors
California
$153K +$174K +15,323 New
IWN
23
Independent Wealth Network
Iowa
$143K +$19K +1,668 +13%
TAM
24
Tucker Asset Management
Colorado
$141K -$9.05K -796 -5%
WEG
25
World Equity Group
Illinois
$140K +$159K +14,000 New
1
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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.