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Yum! Brands

1,346 hedge funds and large institutions have $36.7B invested in Yum! Brands in 2025 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 413 increasing their positions, 467 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 70

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more capital invested

Capital invested by funds: $32.2B → $36.7B (+$4.47B)

7% more funds holding

Funds holding: 1,2601,346 (+86)

3% more call options, than puts

Call options by funds: $360M | Put options by funds: $350M

1.35% less ownership

Funds ownership: 84.89%83.54% (-1.4%)

12% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 467

Holders
1,346
Holders Change
+86
Holders Change %
+6.83%
% of All Funds
18.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
178
Increased
413
Reduced
467
Closed
70
Calls
$360M
Puts
$350M
Net Calls
+$10.9M
Net Calls Change
-$210M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
576
Circle Wealth Management
New Jersey
$845K
COCM
577
Charter Oak Capital Management
New Hampshire
$837K -$1.73K -12 -0.2%
IBOK
578
Independence Bank of Kentucky
Kentucky
$835K -$8.5K -59 -1%
LAM
579
LECAP Asset Management
United Kingdom
$831K +$761K +5,281 New
FPAS
580
Focus Partners Advisor Solutions
Missouri
$830K +$139K +964 +22%
BB
581
Busey Bank
Illinois
$830K +$759K +5,272 New
Wellington Management Group
582
Wellington Management Group
Massachusetts
$826K +$379K +2,632 +101%
PA
583
Profund Advisors
Maryland
$812K -$256K -1,774 -26%
IFU
584
iSAM Funds (UK)
United Kingdom
$812K +$743K +5,160 New
ATS
585
Ashton Thomas Securities
New York
$812K -$6.05K -42 -0.8%
WT
586
Whittier Trust
California
$809K -$147K -1,020 -17%
BEI
587
Benjamin Edwards Inc
Missouri
$807K +$42.5K +295 +6%
BTI
588
Blue Trust Inc
Georgia
$807K +$55.9K +388 +8%
LWAM
589
Legacy Wealth Asset Management
Minnesota
$806K -$12.5K -87 -2%
ILI
590
Invesco LLC (Illinois)
Illinois
$804K -$123K -854 -14%
HCM
591
Hutner Capital Management
Vermont
$804K +$8.79K +61 +1%
BFS
592
Bard Financial Services
Connecticut
$803K
SWM
593
Spire Wealth Management
Virginia
$802K +$42.9K +298 +6%
JIC
594
Joel Isaacson & Co
New York
$800K
ADL
595
Asset Dedication LLC
California
$798K -$66.7K -463 -8%
OIA
596
Optimum Investment Advisors
Illinois
$795K
ARC
597
Advisor Resource Council
Texas
$794K +$735K +5,103 New
WT
598
Washington Trust
Rhode Island
$793K -$720 -5 -0.1%
BHWM
599
Bar Harbor Wealth Management
New Hampshire
$791K -$13K -90 -2%
BFA
600
Bragg Financial Advisors
North Carolina
$791K +$720 +5 +0.1%

YUM Hedge Fund Activity: Q1 2025 in Review

1,346 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q1 2025, worth a combined $36.7B — up 14% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new YUM positions and 70 closed out — a net gain of 108 holders — while 413 added to existing stakes and 467 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $274M. The largest seller was Capital World Investors, cutting an estimated $603M.

  • 1,346 institutional investors held Yum! Brands (YUM) as of Q1 2025, up from 1,260 in Q4 2024.
  • Funds reported $36.7B of Yum! Brands stock for Q1 2025, up 14% quarter-over-quarter.
  • 178 funds opened new Yum! Brands positions in Q1 2025 and 70 closed out, a net change of +108 holders.
  • The largest Yum! Brands buyer in Q1 2025 was Citadel Advisors, an estimated $274M added.
  • The largest Yum! Brands seller in Q1 2025 was Capital World Investors, an estimated $603M sold.

Based on aggregated 13F filings for Q1 2025.