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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
PWA
2726
Prairie Wealth Advisors
Nebraska
$340K -$104K -696 -23%
WAM
2727
WFA Asset Management
Wisconsin
$340K +$30.1K +202 +12%
UCB
2728
United Community Bank
South Carolina
$339K +$17.3K +116 +5%
DWM
2729
Darwin Wealth Management
Florida
$339K
LSPW
2730
Lake Street Private Wealth
Illinois
$338K -$59.8K -402 -15%
SIAG
2731
Safeguard Investment Advisory Group
California
$338K +$334K +2,246 New
IWP
2732
Insight Wealth Partners
Texas
$338K
GCP
2733
Gill Capital Partners
Colorado
$337K +$26.8K +180 +9%
CWAF
2734
Core Wealth Advisors (Florida)
Florida
$337K +$9.23K +62 +3%
RFM
2735
Royal Fund Management
Florida
$337K +$9.23K +62 +3%
SDWMA
2736
Schneider Downs Wealth Management Advisors
Pennsylvania
$337K +$32.4K +218 +11%
MSRI
2737
Michael S. Ryan Inc
New York
$336K
1WM
2738
1900 Wealth Management
Texas
$336K -$37.1K -249 -10%
AIFAIM
2739
American Institute for Advanced Investment Management
Arizona
$335K -$21.6K -145 -6%
MWM
2740
Mascoma Wealth Management
New Hampshire
$335K
CIA
2741
Cape Investment Advisory
Georgia
$335K -$46.6K -313 -12%
HSWM
2742
Hubbell Strickland Wealth Management
Louisiana
$334K +$2.08K +14 +0.6%
OFS
2743
Oldfather Financial Services
Nebraska
$333K -$47.8K -321 -13%
LA
2744
Lane & Associates
New Jersey
$333K +$18.2K +122 +6%
BFA
2745
Beacon Financial Advisory
Ohio
$333K -$3.87K -26 -1%
CG
2746
Clifford Group
Massachusetts
$331K +$36.2K +243 +12%
BTWM
2747
Baker Tilly Wealth Management
Wisconsin
$331K +$9.82K +66 +3%
RB
2748
Renasant Bank
Mississippi
$331K -$99.1K -666 -23%
ERWM
2749
Elk River Wealth Management
Colorado
$330K -$3.4M -22,870 -91%
CIP
2750
Convergence Investment Partners
Florida
$330K -$67.1K -451 -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.