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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
MWM
2751
Mascagni Wealth Management
Mississippi
$330K
HWA
2752
HCR Wealth Advisors
California
$330K -$61.8K -415 -16%
SOAMC
2753
Spirit of America Management Corp
New York
$330K
NCM
2754
Nelson Capital Management
California
$330K -$15K -101 -4%
EMAM
2755
Encompass More Asset Management
California
$329K -$63.4K -426 -16%
CPA
2756
Capital Performance Advisors
California
$329K +$327K +2,196 New
BC
2757
Belmont Capital
California
$329K +$326K +2,193 New
TCM
2758
Traynor Capital Management
Pennsylvania
$329K -$89.3K -600 -21%
CGH
2759
CMG Global Holdings
Texas
$328K -$3.87K -26 -1%
CA
2760
Cortland Associates
Missouri
$328K
EA
2761
Enclave Advisors
Texas
$328K -$9.68K -65 -3%
CA
2762
Claris Advisors
Missouri
$327K +$20.4K +137 +7%
GAA
2763
Global Assets Advisory
Florida
$327K +$335K +2,250 New
GFG
2764
Greenberg Financial Group
Arizona
$327K +$313K +2,103 New
SWM
2765
SK Wealth Management
Rhode Island
$326K +$6.1K +41 +2%
BRWM
2766
Blue Rock Wealth Management
North Carolina
$326K +$324K +2,174 New
CWM
2767
Chemistry Wealth Management
New York
$326K -$19.1K -128 -6%
1C
2768
111 Capital
France
$325K -$3.2M -21,477 -91%
MPW
2769
Magnolia Private Wealth
Pennsylvania
$323K +$53K +356 +20%
RP
2770
Riverbridge Partners
Minnesota
$323K -$2.05M -13,775 -86%
CP
2771
Castleview Partners
Texas
$322K -$7.89K -53 -2%
NFSG
2772
Newbridge Financial Services Group
Florida
$322K -$56.1K -377 -15%
BIA
2773
Barry Investment Advisors
Massachusetts
$321K +$1.64K +11 +0.5%
CWA
2774
Clearview Wealth Advisors
Oregon
$320K -$22.8K -153 -7%
KFG
2775
Kelly Financial Group
Connecticut
$320K -$51.4K -345 -14%

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.