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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
CFD
2676
Creative Financial Designs
Indiana
$365K -$5.21K -35 -1%
FDDB
2677
Fidelity D&D Bancorp
Pennsylvania
$364K -$10.6K -71 -3%
CIA
2678
Compass Ion Advisors
Pennsylvania
$364K -$45.4K -305 -11%
LA
2679
LexAurum Advisors
Kansas
$362K -$43.9K -295 -11%
BOS
2680
Bank of Stockton
California
$361K -$3.57K -24 -1%
CA
2681
Crewe Advisors
Utah
$361K -$7.74K -52 -2%
OCM
2682
Orion Capital Management
California
$361K -$29.8K -200 -8%
SWIM
2683
Smallwood Wealth Investment Management
New Jersey
$359K -$149 -1 -0%
TLFA
2684
True Link Financial Advisors
California
$359K +$3.87K +26 +1%
RWA
2685
Rooted Wealth Advisors
Illinois
$359K -$2.23K -15 -0.6%
WCA
2686
Westover Capital Advisors
Delaware
$359K -$95.9K -644 -21%
NFA
2687
Northern Financial Advisors
Michigan
$358K -$173K -1,161 -33%
WLPWM
2688
Walled Lake Planning & Wealth Management
Illinois
$357K +$744 +5 +0.2%
ECAM
2689
East Coast Asset Management
Massachusetts
$357K
WF
2690
Wayfinding Financial
Washington
$357K -$5.8K -39 -2%
RWM
2691
Rialto Wealth Management
New York
$356K -$61.2K -411 -15%
MF
2692
Montis Financial
Massachusetts
$355K
QL
2693
Quarry LP
New York
$355K +$279K +1,874 +379%
CFA
2694
Cahill Financial Advisors
Minnesota
$354K +$8.34K +56 +2%
SWG
2695
Summit Wealth Group
Vermont
$354K -$2.38K -16 -0.7%
GJIA
2696
Glass Jacobson Investment Advisors
Maryland
$354K
FMN
2697
Financial Management Network
California
$354K -$29K -195 -7%
SFM
2698
Signet Financial Management
New Jersey
$353K -$680K -4,566 -66%
BWM
2699
BlackDiamond Wealth Management
New York
$353K -$48.1K -323 -11%
OIA
2700
Optimum Investment Advisors
Illinois
$353K -$73.8K -496 -17%

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.