Who Owns YIELDMAX MSFT OPTN INC STRG ETF (MSFO)?Hedge Fund & Institutional Holders
$12.36-0.19 (-1.48%)NYSE_ARCA
Institutional Holders
26
as of Q4 2025
Total Institutional Value
$7.70006854653992e+32T
% of Float Held
—
QoQ Change in Holders
+9 / -2
Price History
MSFO — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ZEGA Investments, LLC | New Position | +13K | +$200K |
| UBS Group AG | New Position | +10K | +$161K |
| MCGUIRE CAPITAL ADVISORS INC | New Position | +5K | +$77K |
| Garton & Associates Financial Advisors LLC | New Position | +1K | +$17K |
| Clark Wealth Partners | New Position | +612 | +$8K |
| Geneos Wealth Management Inc. | New Position | +266 | +$4K |
| CORE WEALTH ADVISORS, LLC | New Position | +306 | +$4K |
| Gladstone Institutional Advisory LLC | New Position | +15K | +$0 |
| FMR LLC | New Position | +4 | +$0 |
| HARBOUR INVESTMENTS, INC. | Increased | +1 | +$-40K |
| Steward Partners Investment Advisory, LLC | Increased | +30 | +$-25.5M |
| Cavalier Investments, LLC | Increased | +5K | +$-370.1M |
| Visionary Wealth Advisors | Increased | +1K | +$-498.5M |
| OLD MISSION CAPITAL LLC | Increased | +12K | +$-561.6M |
| JANE STREET GROUP, LLC | Increased | +6K | +$-734.6M |
MSFO — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Tidal Investments LLC | Decreased | -414K | -$94.7B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -7K | -$634.6M |
| CITADEL ADVISORS LLC | Closed Position | -19K | -$332.7M |
| MORGAN STANLEY | Closed Position | -518 | -$9.0M |
| SIMPLEX TRADING, LLC | Decreased | -2K | -$30K |
| WELLS FARGO & COMPANY/MN | Decreased | -1 | -$16K |
Top Institutional Holders(Q4 2025)
MSFO Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 23 | $79.0M | +7 |
| Q3 2025 | 16 | $98.0B | -1 |
| Q2 2025 | 17 | $80.5B | +5 |
| Q1 2025 | 12 | $69.8B | +3 |
| Q4 2024 | 9 | $72.1B | -2 |
| Q3 2024 | 11 | $1.7T | +2 |
| Q2 2024 | 9 | $643.1B | +1 |
| Q1 2024 | 8 | $760.4B | — |
As of Q4 2025, 26 institutional investors hold MSFO (YIELDMAX MSFT OPTN INC STRG ETF). The largest holder is Tidal Investments LLC with $77.0M in shares. This quarter, 9 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own MSFO?
As of Q4 2025, 26 institutional investors report holding MSFO (YIELDMAX MSFT OPTN INC STRG ETF) in their 13F filings.
Who is the largest institutional holder of MSFO?
The largest institutional holder of MSFO is Tidal Investments LLC with $77.0M in shares.
Is institutional ownership of MSFO increasing or decreasing?
This quarter, 9 institutions opened new positions in MSFO and 2 closed their positions.