We are live on ! Find out more
PEP icon

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
WCG
2651
Weaver Consulting Group
California
$376K -$42.1K -283 -10%
GA
2652
GSG Advisors
New Jersey
$376K +$18.8K +126 +5%
1CP
2653
17 Capital Partners
Arizona
$375K +$20.7K +139 +6%
BWP
2654
Barlow Wealth Partners
Kentucky
$375K +$49.6K +333 +13%
SG
2655
Stanich Group
New York
$374K
CAM
2656
Congress Asset Management
Massachusetts
$373K +$16.1K +108 +5%
ACM
2657
Aurdan Capital Management
Pennsylvania
$373K -$74.7K -502 -17%
WMA
2658
West Michigan Advisors
Michigan
$373K -$320K -2,151 -46%
AFW
2659
Avantra Family Wealth
Pennsylvania
$372K +$298 +2 +0.1%
CTWM
2660
Cherry Tree Wealth Management
Minnesota
$372K
PFA
2661
Petra Financial Advisors
Colorado
$372K -$8.48K -57 -2%
BAMG
2662
Brand Asset Management Group
Missouri
$371K -$9.08K -61 -2%
BOSSRA
2663
B.O.S.S. Retirement Advisors
Utah
$371K -$64.4K -433 -15%
RIM
2664
Reliant Investment Management
Tennessee
$370K -$1.42M -9,532 -79%
OBWG
2665
Onyx Bridge Wealth Group
New York
$368K +$24.6K +165 +7%
WIM
2666
Westside Investment Management
California
$368K -$7.44K -50 -2%
SIM
2667
SSI Investment Management
California
$368K -$149 -1 -0%
BWS
2668
Broadway Wealth Solutions
Texas
$366K -$5.21K -35 -1%
ATC
2669
Advantage Trust Company
Kansas
$366K -$2.23K -15 -0.6%
FIBT
2670
First International Bank & Trust
North Dakota
$366K
GCM
2671
Generation Capital Management
New York
$366K +$149 +1 +0%
TAM
2672
Townsend Asset Management
North Carolina
$365K -$5.66K -38 -2%
LWA
2673
Ledgewood Wealth Advisors
New Hampshire
$365K
SPA
2674
Sherbrooke Park Advisers
New York
$365K -$377K -2,531 -51%
PP
2675
Pingora Partners
Wyoming
$365K

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.