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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
FMTC
1001
Farmers & Merchants Trust Company
California
$242K -$4.61K -32 -2%
Kayne Anderson Rudnick Investment Management
1002
Kayne Anderson Rudnick Investment Management
California
$241K +$288 +2 +0.1%
LAM
1003
Longboard Asset Management
Arizona
$239K
ACM
1004
Alta Capital Management
Utah
$239K +$1.01K +7 +0.5%
SCM
1005
Schnieders Capital Management
California
$239K
CSIC
1006
Clifford Swan Investment Counsel
California
$238K
PFWA
1007
Paces Ferry Wealth Advisors
Georgia
$238K -$2.16K -15 -1%
WPA
1008
Wealth Preservation Advisors
Tennessee
$238K +$218K +1,511 New
GDP
1009
Great Diamond Partners
Maine
$237K -$23.2K -161 -10%
BCM
1010
Buckhead Capital Management
Georgia
$237K -$8.79K -61 -4%
BAM
1011
Broyhill Asset Management
North Carolina
$236K
SWM
1012
StoneCrest Wealth Management
Arizona
$236K
TF
1013
Tompkins Financial
New York
$236K
PWAM
1014
Pinnacle West Asset Management
Wyoming
$236K
JC
1015
JB Capital
Connecticut
$235K +$215K +1,491 New
NPFS
1016
Novak & Powell Financial Services
Florida
$235K +$215K +1,490 New
RSWA
1017
Robinson Smith Wealth Advisors
Maine
$234K +$215K +1,490 New
SFP
1018
Shepherd Financial Partners
Massachusetts
$233K +$213K +1,479 New
GM
1019
GeoWealth Management
Illinois
$232K -$86.1K -598 -29%
GCP
1020
Gill Capital Partners
Colorado
$230K +$210K +1,461 New
WCM
1021
Winebrenner Capital Management
Kentucky
$230K +$210K +1,461 New
ACP
1022
Aviance Capital Partners
Florida
$230K -$7.2K -50 -3%
HIP
1023
HUB Investment Partners
Texas
$229K +$210K +1,458 New
BWL
1024
Bogart Wealth LLC
Virginia
$229K +$720 +5 +0.3%
GIA
1025
GHP Investment Advisors
Colorado
$228K -$231K -1,601 -52%

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.