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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
Jennison Associates
251
Jennison Associates
New York
$46.8M -$4.83M -32,454 -9%
RT
252
Rockland Trust
Massachusetts
$46.6M +$3.9M +26,173 +9%
LGF
253
LGT Group Foundation
Liechtenstein
$46.3M +$33.8M +227,242 +279%
USAA
254
United Services Automobile Association
Texas
$45.6M -$2.27M -15,234 -5%
X
255
Xponance
Pennsylvania
$45.2M +$641K +4,308 +1%
CK
256
Cohen Klingenstein
New York
$44.6M -$150K -1,006 -0.3%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$43.9M +$6.78M +45,541 +18%
SIC
258
Salem Investment Counselors
North Carolina
$43.3M -$603K -4,050 -1%
AB
259
Amalgamated Bank
New York
$43.2M +$950K +6,386 +2%
SAM
260
Silvercrest Asset Management
New York
$43.1M -$325K -2,185 -0.8%
HWA
261
Heritage Wealth Advisors
Virginia
$43.1M +$2.47M +16,601 +6%
WIM
262
Waverton Investment Management
United Kingdom
$42.7M +$1.49M +10,033 +4%
CWM
263
CIBC World Markets
New York
$42.6M -$35.6M -239,460 -46%
VDI
264
Vaughan David Investments
Illinois
$42.1M +$642K +4,313 +2%
UCFA
265
United Capital Financial Advisors
Texas
$42M -$6.49M -43,607 -13%
Skandinaviska Enskilda Banken (SEB)
266
Skandinaviska Enskilda Banken (SEB)
Sweden
$41.8M +$319K +2,144 +0.8%
ETC
267
Exchange Traded Concepts
Oklahoma
$41.4M +$22.3M +149,622 +118%
RCM
268
RNC Capital Management
California
$41.3M +$36.5M +245,487 +815%
CIM
269
Corda Investment Management
Texas
$41.1M +$627K +4,210 +2%
AAM
270
AMI Asset Management
California
$40.9M -$725K -4,869 -2%
SMDAM
271
Sumitomo Mitsui DS Asset Management
Japan
$40.6M +$910K +6,112 +2%
GFM
272
GF Fund Management
China
$39.7M +$699K +4,698 +2%
CAM
273
Cresset Asset Management
Illinois
$39.5M -$4.18M -28,083 -10%
BCIM
274
British Columbia Investment Management
British Columbia, Canada
$39.3M -$50.9K -342 -0.1%
Tudor Investment Corp
275
Tudor Investment Corp
Connecticut
$39.3M +$22.3M +150,000 +134%

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.