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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
CMS
2701
Capital Market Strategies
Florida
$352K -$93.2K -626 -21%
TC
2702
Tacita Capital
Ontario, Canada
$352K
LD
2703
Lipe & Dalton
New York
$352K
Loomis, Sayles & Company
2704
Loomis, Sayles & Company
Massachusetts
$352K +$110K +736 +46%
DCM
2705
DGS Capital Management
New Jersey
$352K -$156K -1,045 -31%
I2I
2706
Insight 2811 Inc
Illinois
$351K +$15.5K +104 +5%
SA
2707
Sovran Advisors
California
$351K -$74.9K -503 -17%
WWA
2708
Wingate Wealth Advisors
Massachusetts
$351K -$63.6K -427 -15%
NF
2709
Nikulski Financial
Iowa
$350K -$23.7K -159 -6%
MWA
2710
Medallion Wealth Advisors
Connecticut
$350K +$91.4K +614 +36%
BFG
2711
Bouchey Financial Group
New York
$349K -$84.8K -570 -20%
SGC
2712
Slocum, Gordon & Co
Rhode Island
$349K
NAMM
2713
NorthStar Asset Management (Massachusetts)
Massachusetts
$348K -$79.5K -534 -19%
WFAG
2714
Wescott Financial Advisory Group
Pennsylvania
$348K -$11.6K -78 -3%
BF
2715
bLong Financial
Tennessee
$347K
TPW
2716
Tiller Private Wealth
Pennsylvania
$346K
BBNA
2717
Bremer Bank National Association
Minnesota
$345K +$17.7K +119 +5%
CPBTD
2718
Central Pacific Bank - Trust Division
Hawaii
$344K -$1.44M -9,665 -81%
MSR
2719
Main Street Research
Connecticut
$344K -$62.7K -421 -16%
PWP
2720
Phillips Wealth Planners
Mississippi
$343K -$181K -1,215 -34%
GAB
2721
German American Bancorp
Indiana
$343K -$171K -1,146 -33%
MW
2722
Maia Wealth
Colorado
$342K +$33.9K +228 +11%
SWA
2723
Strategies Wealth Advisors
Michigan
$342K +$339K +2,279 New
OAS
2724
Optivise Advisory Services
Tennessee
$341K -$21.7K -146 -6%
HKAM
2725
Horizon Kinetics Asset Management
New York
$341K -$5.95K -40 -2%

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.