327 hedge funds and large institutions have $2.13B invested in Yelp in 2025 Q2 according to their latest regulatory filings, with 54 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 (-$131M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
327
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
SWM
301
Spire Wealth Management
Virginia
$2.6K
RAM
302
Riggs Asset Management
Pennsylvania
$2.54K
GRP
303
Global Retirement Partners
California
$2.4K
RIL
304
Rothschild Investment LLC
Illinois
$1.71K
SPIA
305
Steward Partners Investment Advisory
New York
$1.68K
PSFG
306
Park Square Financial Group
Georgia
$1.47K
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$1.37K
TWD
308
True Wealth Design
Ohio
$1.23K
PFBT
309
Parkside Financial Bank & Trust
Missouri
$1.2K
CPG
310
Cornerstone Planning Group
New Jersey
$1.01K
RA
311
Rise Advisors
New York
$857
JWA
312
JFS Wealth Advisors
Pennsylvania
$823
WA
313
Whipplewood Advisors
Colorado
$720
BFS
314
Bare Financial Services
Pennsylvania
$651
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$583
KIM
316
Kestra Investment Management
Texas
$514
DPW
317
DiNuzzo Private Wealth
Pennsylvania
$446
AssetMark Inc
318
AssetMark Inc
California
$308
HI
319
Harbour Investments
Wisconsin
$274
SIC
320
SJS Investment Consulting
Ohio
$240
CT
321
Clearstead Trust
Maine
$240
DF
322
DecisionPoint Financial
Arizona
$212
BHWM
323
Bay Harbor Wealth Management
Maryland
$171
AWM
324
Abound Wealth Management
Tennessee
$138
HIA
325
HFM Investment Advisors
New Jersey
$137