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PepsiCo

3,422 hedge funds and large institutions have $154B invested in PepsiCo in 2025 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,421 increasing their positions, 1,484 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $2.07B | Put options by funds: $1.89B

1% more first-time investments, than exits

New positions opened: 184 | Existing positions closed: 183

0.02% more ownership

Funds ownership: 75.16%75.18% (+0.02%)

4% less capital invested

Capital invested by funds: $160B → $154B (-$5.72B)

4% less repeat investments, than reductions

Existing positions increased: 1,421 | Existing positions reduced: 1,484

2% less funds holding

Funds holding: 3,4773,422 (-55)

5% less funds holding in top 10

Funds holding in top 10: 6360 (-3)

Holders
3,422
Holders Change
-55
Holders Change %
-1.58%
% of All Funds
45.87%
Holding in Top 10
60
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.76%
% of All Funds
0.8%
New
184
Increased
1,421
Reduced
1,484
Closed
183
Calls
$2.07B
Puts
$1.89B
Net Calls
+$188M
Net Calls Change
+$280M
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
226
Första AP-fonden
Sweden
$55.9M -$164K -1,100 -0.3%
FCI
227
Financial Counselors Inc
Kansas
$55.3M +$2.4M +16,104 +5%
UM
228
UniSuper Management
Australia
$55.3M +$640K +4,300 +1%
JSSH
229
J. Safra Sarasin Holding
$54.6M +$440K +2,954 +0.8%
WJWM
230
Williams Jones Wealth Management
New York
$54.5M -$14.5M -97,148 -21%
EWA
231
EP Wealth Advisors
California
$54.3M +$1.52M +10,200 +3%
WHG
232
Westwood Holdings Group
Texas
$54.1M -$20.9M -140,312 -28%
HMP
233
HS Management Partners
New York
$53.7M -$9.55M -64,144 -15%
GIA
234
Gateway Investment Advisers
Ohio
$52.9M +$4.92M +33,046 +10%
Brown Advisory
235
Brown Advisory
Maryland
$52.8M -$1.9M -12,751 -3%
Daiwa Securities Group
236
Daiwa Securities Group
Japan
$52.6M +$3.17M +21,269 +6%
NPA
237
Nichols & Pratt Advisers
Massachusetts
$52.5M +$37.7K +253 +0.1%
P
238
&Partners
Tennessee
$52.4M +$8.88M +59,666 +20%
Lazard Asset Management
239
Lazard Asset Management
New York
$52.4M +$404K +2,716 +0.8%
WG
240
Welch Group
Alabama
$52.3M +$5.19M +34,866 +11%
Pathstone Holdings
241
Pathstone Holdings
New Jersey
$52.2M +$19M +127,491 +58%
MCM
242
MAI Capital Management
Ohio
$51.6M -$39K -262 -0.1%
PAM
243
Panagora Asset Management
Massachusetts
$51.5M -$1.57M -10,561 -3%
NAM
244
Nissay Asset Management
Japan
$51M +$4.54M +30,523 +10%
State of Tennessee, Department of Treasury
245
State of Tennessee, Department of Treasury
Tennessee
$50.3M -$22.7M -152,560 -31%
Cambridge Investment Research Advisors
246
Cambridge Investment Research Advisors
Iowa
$49.8M +$3.64M +24,445 +8%
RMDI
247
R.M. Davis Inc
Maine
$48.7M +$4.28M +28,756 +10%
FAB
248
First American Bank
Illinois
$48.6M -$107K -721 -0.2%
CNB
249
Czech National Bank
Czech Republic
$47.2M +$2.61M +17,537 +6%
COPPSERS
250
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$47M +$3.26M +21,918 +8%

PEP Hedge Fund Activity: Q1 2025 in Review

3,422 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2025, worth a combined $154B — down 3.6% from $160B a quarter earlier.

Buyers outnumbered sellers: 184 funds opened new PEP positions and 183 closed out — a net gain of 1 holder — while 1,421 added to existing stakes and 1,484 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $684M. The largest seller was Fundsmith LLP, exiting entirely with an estimated $861M sold.

  • 3,422 institutional investors held PepsiCo (PEP) as of Q1 2025, down from 3,477 in Q4 2024.
  • Funds reported $154B of PepsiCo stock for Q1 2025, down 3.6% quarter-over-quarter.
  • 184 funds opened new PepsiCo positions in Q1 2025 and 183 closed out, a net change of +1 holder.
  • The largest PepsiCo buyer in Q1 2025 was JP Morgan Chase, an estimated $684M added.
  • The largest PepsiCo seller in Q1 2025 was Fundsmith LLP, an estimated $861M sold.

Based on aggregated 13F filings for Q1 2025.