328 hedge funds and large institutions have $2.13B invested in Yelp in 2025 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 130 increasing their positions, 116 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

10% more call options, than puts

Call options by funds: $9.8M | Put options by funds: $8.91M

6% less capital invested

Capital invested by funds: $2.26B → $2.13B (-$130M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
328
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.8M
Puts
$8.91M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
301
CVA Family Office
Colorado
$2.74K
SWM
302
Spire Wealth Management
Virginia
$2.6K
RAM
303
Riggs Asset Management
Pennsylvania
$2.54K
GRP
304
Global Retirement Partners
California
$2.4K
RIL
305
Rothschild Investment LLC
Illinois
$1.71K
SPIA
306
Steward Partners Investment Advisory
New York
$1.68K
PSFG
307
Park Square Financial Group
Georgia
$1.47K
FMII
308
Farmers & Merchants Investments Inc
Nebraska
$1.37K
TWD
309
True Wealth Design
Ohio
$1.23K
PFBT
310
Parkside Financial Bank & Trust
Missouri
$1.2K
CPG
311
Cornerstone Planning Group
New Jersey
$1.01K
RA
312
Rise Advisors
New York
$857
JWA
313
JFS Wealth Advisors
Pennsylvania
$823
WA
314
Whipplewood Advisors
Colorado
$720
BFS
315
Bare Financial Services
Pennsylvania
$651
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$583
KIM
317
Kestra Investment Management
Texas
$514
DPW
318
DiNuzzo Private Wealth
Pennsylvania
$446
AssetMark Inc
319
AssetMark Inc
California
$308
HI
320
Harbour Investments
Wisconsin
$274
SIC
321
SJS Investment Consulting
Ohio
$240
CT
322
Clearstead Trust
Maine
$240
DF
323
DecisionPoint Financial
Arizona
$212
BHWM
324
Bay Harbor Wealth Management
Maryland
$171
AWM
325
Abound Wealth Management
Tennessee
$138