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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
CPSC
801
Carl P. Sherr & Co
Massachusetts
$398K -$50.4K -350 -12%
PWPS
802
Pinnacle Wealth Planning Services
Ohio
$398K -$2.16K -15 -0.6%
EWM
803
Empirical Wealth Management
Washington
$397K +$363K +2,523 New
PI
804
Pettee Investors
Connecticut
$397K -$89.7K -623 -20%
SQA
805
Simon Quick Advisors
New Jersey
$396K +$362K +2,516 New
KA
806
Kintegral Advisory
New York
$396K -$1.01K -7 -0.3%
TSWM
807
Triangle Securities Wealth Management
North Carolina
$396K -$29.5K -205 -8%
WCG
808
Weaver Consulting Group
California
$395K +$288 +2 +0.1%
PCMC
809
Paragon Capital Management (Colorado)
Colorado
$395K
SIA
810
Schechter Investment Advisors
Michigan
$393K -$43.5K -302 -11%
HL
811
HeadInvest LLC
Maine
$391K -$1.44K -10 -0.4%
CIAS
812
CFS Investment Advisory Services
New Jersey
$390K +$54.5K +378 +18%
BDF
813
Black Diamond Financial
Maryland
$389K
FLPIM
814
F.L. Putnam Investment Management
Massachusetts
$388K -$36.3K -252 -9%
SPC
815
Sigma Planning Corp
Michigan
$385K +$134K +931 +61%
SVWAG
816
Sound View Wealth Advisors Group
Georgia
$385K +$16.4K +114 +5%
LCM
817
LVM Capital Management
Michigan
$384K
FCM
818
Fourpath Capital Management
Oklahoma
$384K
SMWM
819
Silvia McColl Wealth Management
California
$384K
IGGA
820
Iron Gate Global Advisors
Utah
$381K
FA
821
Fiduciary Alliance
South Carolina
$379K
SAM
822
S.A. Mason
Michigan
$378K
SSA
823
Sierra Summit Advisors
Nevada
$378K
PVI
824
Pine Valley Investments
New Jersey
$376K
ICP
825
Impact Capital Partners
Colorado
$376K -$1.87K -13 -0.5%

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.