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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
UF
1026
Univest Financial
Pennsylvania
$227K +$208K +1,444 New
AWAG
1027
ARS Wealth Advisors Group
Florida
$226K +$207K +1,436 New
CRWM
1028
Castle Rock Wealth Management
California
$226K +$144 +1 +0.1%
IC
1029
IEQ Capital
California
$225K -$171K -1,185 -45%
PWM
1030
PBMares Wealth Management
Virginia
$225K +$206K +1,427 New
TIM
1031
Tortoise Investment Management
New York
$224K -$9.79K -68 -5%
MFC
1032
Morris Financial Concepts
South Carolina
$223K +$204K +1,418 New
HI
1033
Hudock Inc
Pennsylvania
$223K +$204K +1,417 New
LWM
1034
Lakeridge Wealth Management
Ohio
$223K +$204K +1,414 New
PA
1035
PharVision Advisers
Florida
$222K +$203K +1,412 New
CWM
1036
Compass Wealth Management
Connecticut
$222K
LWANC
1037
Laurel Wealth Advisors (North Carolina)
North Carolina
$220K
ATPW
1038
Ashton Thomas Private Wealth
Arizona
$220K -$14.3K -99 -7%
CA
1039
CoreCap Advisors
Michigan
$220K +$432 +3 +0.2%
GEA
1040
Glen Eagle Advisors
New Jersey
$219K
OL
1041
one8zero8 LLC
North Carolina
$219K -$1.04M -7,200 -84%
CAM
1042
Costello Asset Management
Pennsylvania
$218K +$200K +1,387 New
VCM
1043
Versant Capital Management
Arizona
$218K +$104K +725 +110%
NFC
1044
Northeast Financial Consultants
Connecticut
$217K +$199K +1,380 New
FFN
1045
Focus Financial Network
Minnesota
$217K +$198K +1,376 New
LA
1046
Legacy Advisors
Pennsylvania
$216K +$197K +1,371 New
SPWM
1047
Schrum Private Wealth Management
Florida
$216K +$197K +1,370 New
OL
1048
Owen LaRue
Kentucky
$215K +$197K +1,368 New
HTC
1049
Haverford Trust Company
Pennsylvania
$215K +$197K +1,365 New
EP
1050
Edgestream Partners
New Jersey
$215K +$196K +1,364 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.