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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
DF
1276
Dunhill Financial
United Kingdom
$10.6K -$720 -5 -7%
SO
1277
Sierra Ocean
California
$10.3K -$2.59K -18 -22%
Q1WB
1278
Quest 10 Wealth Builders
Virginia
$10.2K +$9.36K +65 New
AWM
1279
Activest Wealth Management
Florida
$9.91K +$8.79K +61 +3,050%
WFA
1280
West Financial Advisors
Iowa
$9.76K
AF
1281
Atala Financial
California
$8.03K
SFA
1282
Semmax Financial Advisors
North Carolina
$7.74K +$144 +1 +2%
MSWM
1283
Mowery & Schoenfeld Wealth Management
Illinois
$7.71K -$1.01K -7 -13%
RWS
1284
Retirement Wealth Solutions
Wisconsin
$7.71K
PWMG
1285
Private Wealth Management Group
New Jersey
$7.24K +$2.16K +15 +48%
CJH
1286
Christopher J. Hasenberg
Wisconsin
$7.15K
WBWA
1287
William B. Walkup & Associates
South Carolina
$6.92K
HWP
1288
Highline Wealth Partners
California
$6.75K -$1.01K -7 -14%
RWML
1289
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$6.61K -$5.91K -41 -49%
BCM
1290
Blume Capital Management
California
$6.32K
NEWAS
1291
N.E.W. Advisory Services
Wisconsin
$6.29K +$5.76K +40 New
LFA
1292
LGT Financial Advisors
Texas
$6.16K -$38.2K -265 -87%
DWM
1293
Dogwood Wealth Management
Kansas
$5.9K +$2.16K +15 +68%
API
1294
Asset Planning Inc
California
$5.19K
FNWA
1295
Financial Network Wealth Advisors
Utah
$5.19K +$720 +5 +18%
PFG
1296
Putney Financial Group
California
$5.04K -$90.3K -627 -95%
HWA
1297
HHM Wealth Advisors
Tennessee
$5.04K -$3.46K -24 -43%
FPF
1298
First Pacific Financial
Washington
$4.88K +$4.46K +31 New
FF
1299
Friedenthal Financial
New Jersey
$4.41K
FWA
1300
FSC Wealth Advisors
New York
$4.41K

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.