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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
HWAM
776
Hennion & Walsh Asset Management
New Jersey
$433K
WAM
777
Wolverine Asset Management
Illinois
$431K
FHA
778
First Horizon Advisors
Tennessee
$430K +$2.59K +18 +0.7%
4WM
779
44 Wealth Management
Oregon
$430K -$1.58K -11 -0.4%
PFBT
780
Parkside Financial Bank & Trust
Missouri
$430K +$10.5K +73 +3%
HFS
781
Howard Financial Services
Texas
$430K +$2.16K +15 +0.6%
DTC
782
Davidson Trust Company
Washington
$425K +$389K +2,703 New
SF
783
Summit Financial
New Jersey
$425K -$52.6K -365 -12%
JCM
784
Jacobi Capital Management
Pennsylvania
$423K +$1.73K +12 +0.4%
Lazard Asset Management
785
Lazard Asset Management
New York
$419K +$384K +2,669 New
RWM
786
Ritholtz Wealth Management
New York
$416K +$59.1K +410 +18%
TFF
787
The Family Firm
Maryland
$415K +$288 +2 +0.1%
GCM
788
Gables Capital Management
Florida
$412K
CCIA
789
Cherry Creek Investment Advisors
Colorado
$412K +$864 +6 +0.2%
IFWM
790
Institute for Wealth Management
Colorado
$412K -$45.8K -318 -11%
HSA
791
HBK Sorce Advisory
Pennsylvania
$411K -$7.35K -51 -2%
HWMO
792
Heritage Wealth Management (Ohio)
Ohio
$409K -$56.2K -390 -13%
PA
793
Pinnacle Associates
New York
$407K +$18.3K +127 +5%
RPC
794
Rossmore Private Capital
Connecticut
$406K -$288K -1,999 -44%
M1FG
795
Mach-1 Financial Group
Arkansas
$406K +$371K +2,579 New
HBT
796
Hills Bank & Trust
Iowa
$406K -$3.6K -25 -1%
AWA
797
Arkadios Wealth Advisors
Georgia
$404K +$7.06K +49 +2%
WCF
798
West Coast Financial
California
$403K
PAW
799
Plan A Wealth
Nebraska
$402K
OAM
800
Oxford Asset Management
United Kingdom
$401K +$367K +2,548 New

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.