Y
YieldMax AMD Option Income Strategy
AMDY • ARCA
YieldMax AMD Option Income Strategy is a publicly traded company on ARCA. As of Q3 2025, 21 institutional investors hold shares in this company, with total holdings valued at $35.9M. Toroso Investments, LLC is the largest holder with a position valued at $31.7M.
Overview
Overview of institutional ownership in AMDY as of Q3 2025
All Institutions
- Institutions
- 21
- Value Held
- $35.9M
- Shares Held
- 4.7M
- Avg Position
- $1.7M
- Median Position
- $102.3K
Hedge Funds
- Hedge Funds
- 2
- Value Held
- $341.3K
- Shares Held
- 44.2K
- Avg Position
- $170.7K
- Median Position
- $170.7K
Biggest Investors
Institutions with the largest positions in AMDY as of Q3 2025
| Institution | Position Value |
|---|---|
 Toroso Investments, LLC ETF Provider | $31.7M 0.14% of portfolio |
$804.5K 0.06% of portfolio | |
O OLD MISSION CAPITAL LLC Institution | $793.6K 0.03% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $733.7K 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | $591.3K 0.00% of portfolio |
G GROUP ONE TRADING, L.P. Institution | $268.8K 0.01% of portfolio |
 Westend Capital Management LLC Hedge Fund•Multi-Strategy | $264.1K 0.08% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $114.1K 0.00% of portfolio |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $104.3K 0.00% of portfolio |
 Visionary Wealth Advisors RIA/Wealth | $103.7K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AMDY in Q3 2025
- Traded
- +$5.4M
- Buyers
- 17
- Sellers
- 8
- Total Bought
- +$6.0M
- Total Sold
- −$595.1K
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Toroso Investments, LLC ETF Provider | +$3.5M +451.8K shares |
O OLD MISSION CAPITAL LLC Institution | +$793.6K +102.8K shares |
J JANE STREET GROUP, LLC Institution | +$591.3K +76.6K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$426.6K +55.3K shares |
Westend Capital Management LLC Hedge Fund•Multi-Strategy | +$264.1K +34.2K shares |
Cetera Investment Advisers RIA/Wealth | +$114.1K +14.8K shares |
 Gladstone Institutional Advisory LLC RIA/Wealth | +$77.2K +10.0K shares |
 WINEBRENNER CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$77.2K +10.0K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$57.9K +7.5K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$19.7K +2.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$433.6K −53.3K shares |
B Belvedere Trading LLC Institution | −$135.0K −16.6K shares |
 MORGAN STANLEY RIA/Wealth | −$17.7K −2.2K shares |
G GROUP ONE TRADING, L.P. Institution | −$3.7K −474.0 shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$2.4K −300.0 shares |
 Beaird Harris Wealth Management, LLC RIA/Wealth | −$2.4K −300.0 shares |
 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | −$244.0 −30.0 shares |
 WELLS FARGO & COMPANY/MN Institution | −$6.5 −1.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AMDY in Q3 2025
- New Positions
- 9
- New Value
- $604.7K
- Exited Positions
- 7
- Exited Value
- $591.4K
New Positions
| Institution | Position Value |
|---|---|
Westend Capital Management LLC Hedge Fund•Multi-Strategy | $264.1K 34.2K shares |
Cetera Investment Advisers RIA/Wealth | $114.1K 14.8K shares |
Gladstone Institutional Advisory LLC RIA/Wealth | $77.2K 10.0K shares |
WINEBRENNER CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $77.2K 10.0K shares |
Rockefeller Capital Management L.P. Long Only Manager | $57.9K 7.5K shares |
 Federation des caisses Desjardins du Quebec Fund of Funds | $7.7K 1.0K shares |
 Sound Income Strategies, LLC RIA/Wealth | $3.7K 350.0 shares |
S SWAN Capital LLC RIA/Wealth | $2.8K 362.0 shares |
H HRT FINANCIAL LLC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $433.6K 53.3K shares |
B Belvedere Trading LLC Institution | $135.0K 16.6K shares |
MORGAN STANLEY RIA/Wealth | $17.7K 2.2K shares |
Beaird Harris Wealth Management, LLC RIA/Wealth | $2.4K 300.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.4K 300.0 shares |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | $244.0 30.0 shares |
H HRT FINANCIAL LLC Institution | - 22.7K shares |
Options Activity
Institutions with the largest Call and Put options positions in AMDY as of Q3 2025
- Call Positions
- 2
- Call Value
- $293.4K
- Put Positions
- 3
- Put Value
- $755.8K
Call Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $167.5K 217.0 contracts |
J JANE STREET GROUP, LLC Institution | $125.8K 163.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $368.2K 477.0 contracts |
J JANE STREET GROUP, LLC Institution | $290.3K 376.0 contracts |
B Belvedere Trading LLC Institution | $97.3K 126.0 contracts |
Most Committed Institutions
Institutions with AMDY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Toroso Investments, LLC ETF Provider | 0.14% $31.7M |
Westend Capital Management LLC Hedge Fund•Multi-Strategy | 0.08% $264.1K |
0.06% $804.5K | |
WINEBRENNER CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.06% $77.2K |
O OLD MISSION CAPITAL LLC Institution | 0.03% $793.6K |
0.03% $102.3K | |
G GROUP ONE TRADING, L.P. Institution | 0.01% $268.8K |
Visionary Wealth Advisors RIA/Wealth | 0.00% $103.7K |
P PFG Investments, LLC Institution | 0.00% $89.6K |
Gladstone Institutional Advisory LLC RIA/Wealth | 0.00% $77.2K |
Hedge Fund Spotlight
Discover hedge funds investing in AMDY
Westend Capital Management LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerGeorge Brown Bolton
- Portfolio Value
- $343.2M
- Positions
- 252
- Last Reported
- Q3 2025
Sector Allocation
Y
Position in YieldMax AMD Option Income Strategy
- Market Value
- $264.1K
- Shares Held
- 34.2K
- Portfolio Weight
- 0.08%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Aerospace & Defense Industrials | $30.9M | 9.01% | |
Unknown Unknown | $22.3M | 6.50% | |
Aerospace & Defense Industrials | $20.9M | 6.10% |
