Option Focus | NVIDIA’s $4.69 Million 2029 Put Buy and $1.50 Million Bear Call Spread Reveal Institutional Bearish Sentiment Amid Cheap Volatility

Option Witch
11 hours ago

NVIDIA closed at 228.87 USD, rising 0.66%.

NVIDIA attracted outsized institutional options flow, highlighted by a $4.69 million long-dated put purchase and a $1.50 million net-credit bear call spread. The trades point toward defensive positioning and capped-upside expectations rather than bullish chasing, with premium relatively subdued versus the stock’s recent volatility profile.

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Options Indicators

NVIDIA currently has an implied volatility of 36.68%, while its IV percentile is just 4.78%, which indicates volatility is sitting on the low side and options are cheaply priced relative to their own recent history. With an IV/HV ratio of 0.82, implied volatility is also running below historical volatility, suggesting the current option premium is relatively subdued rather than aggressively priced for future movement.

The Call/Put volume ratio is 2.30.

Large Trades

A put purchase worth $4.69 million stood out as one of the day’s largest directional trades, with 2,000 contracts bought on the January 19, 2029 $185.00 put. With NVIDIA referenced at $228.87, this strike is out of the money, so the buyer is paying premium for downside protection or a longer-dated bearish view rather than intrinsic value. The long tenor suggests the trader may be positioning for a meaningful drawdown over time or establishing portfolio insurance against a broader reset in the stock.

A bearish call spread collecting a net credit of $1.50 million was the other highlighted large trade, built by selling 1,500 November 20, 2026 $220.00 calls and buying 1,500 November 20, 2026 $240.00 calls. The short $220.00 call is in the money versus the current stock reference, while the long $240.00 call is out of the money, creating a defined-risk bear call spread. Structurally, this is a premium-collection strategy that also expresses a bearish-to-capped view, indicating the trader expects upside to remain limited and is willing to monetize that expectation while hedging against a larger breakout above $240.00. Overall, the bulk-order flow points clearly bearish: the most prominent trades were either direct downside bets or call-overwriting structures that benefit from restrained upside, and the broader large-trade mix shows institutional positioning skewed toward protection, capped-upside income, and defensive bearish exposure rather than aggressive upside chasing.

Strategy Reference

For a low-assignment-probability bearish income trade, a seller could target the July 18, 2025 $250.00 call, which sits roughly 9.23% above the close and offers meaningful premium without adopting the aggressive short-$220.00 exposure seen in the large bear call spread.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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