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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
AFA
901
AA Financial Advisors
Ohio
$310K
LWCFA
902
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$310K
WA
903
WealthTrust Axiom
Pennsylvania
$309K
FWA
904
FSM Wealth Advisors
Ohio
$309K +$12.7K +88 +5%
IAIM
905
International Assets Investment Management
Florida
$308K -$1.87K -13 -0.7%
BZWA
906
Blue Zone Wealth Advisors
California
$308K
FMLI
907
Fukoku Mutual Life Insurance
Japan
$307K
DMBA
908
Deseret Mutual Benefit Administrators
Utah
$304K
OCM
909
One Capital Management
California
$304K +$21.9K +152 +9%
PP
910
PDS Planning
Ohio
$302K +$46.1K +320 +20%
KFGK
911
Keystone Financial Group (Kentucky)
Kentucky
$302K -$6.48K -45 -2%
EIA
912
Edgemoor Investment Advisors
Maryland
$301K -$3.75K -26 -1%
TYCC
913
Texas Yale Capital Corp
Florida
$301K
MG
914
Mather Group
Illinois
$300K +$11.8K +82 +4%
BFA
915
Buttonwood Financial Advisors
Maryland
$299K -$7.92K -55 -3%
SWM
916
Scissortail Wealth Management
Oklahoma
$298K -$20.2K -140 -7%
BFA
917
Benedict Financial Advisors
Georgia
$298K +$576 +4 +0.2%
TSWM
918
Tyler-Stone Wealth Management
Ohio
$296K +$3.46K +24 +1%
PCP
919
Perbak Capital Partners
United Kingdom
$295K -$2.04M -14,143 -88%
SCM
920
Stevens Capital Management
Pennsylvania
$295K +$270K +1,876 New
BC
921
Belmont Capital
California
$293K +$268K +1,863 New
CA
922
Commerzbank Aktiengesellschaft
Germany
$293K -$579K -4,019 -68%
PCH
923
PGIM Custom Harvest
New Jersey
$292K +$10.9K +76 +4%
IA
924
Integrity Alliance
Iowa
$291K +$266K +1,850 New
VA
925
Valmark Advisers
Ohio
$290K +$16.7K +116 +7%

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.