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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
TBT
976
Texas Bank & Trust
Texas
$256K -$40.3K -280 -15%
BI
977
Bolthouse Investments
California
$256K +$234K +1,625 New
OFG
978
OmniStar Financial Group
North Carolina
$255K +$233K +1,619 New
CFP
979
Cascade Financial Partners
California
$254K -$14.4K -100 -6%
SIG
980
Spinnaker Investment Group
California
$253K +$3.46K +24 +2%
GHA
981
GW Henssler & Associates
Georgia
$252K
HCM
982
Howard Capital Management
Georgia
$252K -$34.4K -239 -13%
ISL
983
Ingalls & Snyder LLC
New York
$252K
WHG
984
Westwood Holdings Group
Texas
$252K
CTA
985
Chesley Taft & Associates
Illinois
$251K -$202K -1,400 -47%
LSA
986
Lion Street Advisors
Texas
$250K
MWM
987
Mission Wealth Management
California
$249K +$228K +1,585 New
WIA
988
Westbourne Investment Advisors
Maryland
$249K
BG
989
Bahl & Gaynor
Ohio
$249K +$1.44K +10 +0.6%
CAM
990
Carret Asset Management
New York
$249K +$144 +1 +0.1%
FG
991
Fiduciary Group
Georgia
$249K
PIM
992
Penobscot Investment Management
Massachusetts
$248K -$37K -257 -14%
SAM
993
Smartleaf Asset Management
Massachusetts
$247K -$3.31K -23 -1%
FNBT
994
FineMark National Bank & Trust
Florida
$246K -$5.47K -38 -2%
BFA
995
Beaumont Financial Advisors
Massachusetts
$245K +$2.31K +16 +1%
FSA
996
Franklin Street Advisors
North Carolina
$245K
LCM
997
Leisure Capital Management
California
$244K +$864 +6 +0.4%
FCP
998
Fidelis Capital Partners
Florida
$243K -$1.01K -7 -0.4%
RFM
999
Royal Fund Management
Florida
$243K -$222K -1,542 -50%
RYIA
1000
Roehl & Yi Investment Advisors
Oregon
$242K -$720 -5 -0.3%

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.