Yelp
YELP
316 hedge funds and large institutions have $1.84B invested in Yelp in 2025 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 107 increasing their positions, 131 reducing their positions, and 42 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
31% more call options, than puts
Call options by funds: $11.1M | Put options by funds: $8.52M
24% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 42
2% more funds holding
Funds holding: 311 → 316 (+5)
0.23% more ownership
Funds ownership: 98.14% → 98.37% (+0.23%)
5% less capital invested
Capital invested by funds: $1.93B → $1.84B (-$97.3M)
18% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 131
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$12.4M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$8.61M |
| 3 |
CFM
Crawford Fund Management
Boston,
Massachusetts
|
+$8.08M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$7.37M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$7.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$65.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$38.7M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$10.4M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$5.24M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.13M |
YELP Hedge Fund Activity: Q4 2025 in Review
316 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Yelp (YELP) for Q4 2025, worth a combined $1.84B — down 5% from $1.93B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new YELP positions and 42 closed out — a net gain of 10 holders — while 107 added to existing stakes and 131 trimmed.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $12.4M. The largest seller was Macquarie Group, exiting entirely with an estimated $65.7M sold.
- 316 institutional investors held Yelp (YELP) as of Q4 2025, up from 311 in Q3 2025.
- Funds reported $1.84B of Yelp stock for Q4 2025, down 5% quarter-over-quarter.
- 52 funds opened new Yelp positions in Q4 2025 and 42 closed out, a net change of +10 holders.
- The largest Yelp buyer in Q4 2025 was Point72 Asset Management, an estimated $12.4M added.
- The largest Yelp seller in Q4 2025 was Macquarie Group, an estimated $65.7M sold.
Based on aggregated 13F filings for Q4 2025.