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Keurig Dr Pepper
KDP

835 hedge funds and large institutions have $39.3B invested in Keurig Dr Pepper in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 399 increasing their positions, 239 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $222M | Put options by funds: $110M

90% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 67

67% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 239

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

16% more capital invested

Capital invested by funds: $34B → $39.3B (+$5.36B)

6.67% more ownership

Funds ownership: 77.99% → 84.65% (+6.7%)

7% more funds holding

Funds holding: 783 → 835 (+52)

Holders
835
Holders Change
+52
Holders Change %
+6.64%
% of All Funds
11.2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
127
Increased
399
Reduced
239
Closed
67
Calls
$222M
Puts
$110M
Net Calls
+$112M
Net Calls Change
+$124M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$826M
2
JP Morgan Chase
JP Morgan Chase
New York
+$656M
3
Harris Associates
Harris Associates
Illinois
+$490M
4
Norges Bank
Norges Bank
Norway
+$315M
5
Citadel Advisors
Citadel Advisors
Florida
+$278M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$774M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$400M
3
Capital International Investors
Capital International Investors
California
-$198M
4
N
Nuveen
North Carolina
-$137M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
801
Rialto Wealth Management
New York
$1.54K +$1.46K +45 New
WA
802
WestEnd Advisors
North Carolina
$1.51K +$1.01K +31 +238%
DWM
803
Dogwood Wealth Management
Kansas
$1.33K +$1.27K +39 New
FCAS
804
First Command Advisory Services
Texas
$1.27K +$1.2K +37 New
GSWM
805
Golden State Wealth Management
California
$1.03K -$4.78K -147 -83%
OCM
806
Osterweis Capital Management
California
$1.03K +$975 +30 New
WW
807
Winnow Wealth
Texas
$1.01K +$357 +11 +58%
LCM
808
Logan Capital Management
Pennsylvania
$958 – – –
PWA
809
Principia Wealth Advisory
Texas
$937 -$162 -5 -16%
HHGA
810
Halbert Hargrove Global Advisors
California
$850 +$812 +25 New
CIAM
811
Caitong International Asset Management
Hong Kong
$787 -$46.6K -1,434 -98%
OP
812
ORG Partners
Indiana
$765 +$682 +21 New
CAWM
813
Capital A Wealth Management
Pennsylvania
$650 – – –
ANBT
814
American National Bank & Trust
Texas
$641 +$617 +19 New
OC
815
Oakworth Capital
Alabama
$582 – – –
SIS
816
Strategic Investment Solutions
Illinois
$582 – – –
CA
817
Crewe Advisors
Utah
$480 +$455 +14 New
HIA
818
HFM Investment Advisors
New Jersey
$480 +$455 +14 New
BFS
819
Bare Financial Services
Pennsylvania
$479 +$455 +14 New
SFGP
820
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$411 +$325 +10 +500%
BA
821
Bellwether Advisors
Nebraska
$376 – – –
WWM
822
Wolff Wiese Magana
California
$343 – – –
NL
823
NVWM LLC
Pennsylvania
$342 +$325 +10 New
RF
824
Rossby Financial
Florida
$310 +$292 +9 New
AA
825
Ancora Advisors
Ohio
$308 -$292 -9 -50%
31 32
33
34 35

KDP Hedge Fund Activity: Q1 2025 in Review

835 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Keurig Dr Pepper (KDP) for Q1 2025, worth a combined $39.3B — up 16% from $34B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new KDP positions and 67 closed out — a net gain of 60 holders — while 399 added to existing stakes and 239 trimmed.

The largest buyer was Vanguard Group, adding an estimated $826M. The largest seller was T. Rowe Price Associates, cutting an estimated $774M.

  • 835 institutional investors held Keurig Dr Pepper (KDP) as of Q1 2025, up from 783 in Q4 2024.
  • Funds reported $39.3B of Keurig Dr Pepper stock for Q1 2025, up 16% quarter-over-quarter.
  • 127 funds opened new Keurig Dr Pepper positions in Q1 2025 and 67 closed out, a net change of +60 holders.
  • The largest Keurig Dr Pepper buyer in Q1 2025 was Vanguard Group, an estimated $826M added.
  • The largest Keurig Dr Pepper seller in Q1 2025 was T. Rowe Price Associates, an estimated $774M sold.

Based on aggregated 13F filings for Q1 2025.