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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
BSTWA
2801
Blake Schutter Theil Wealth Advisors
Ohio
$310K -$5.06K -34 -2%
TBC
2802
Ted Buchan & Co
California
$309K +$307K +2,060 New
BMM
2803
Buffington Mohr McNeal
Idaho
$308K -$155K -1,039 -34%
RWA
2804
Roberts Wealth Advisors
California
$308K
BAM
2805
Bellevue Asset Management
Washington
$308K +$1.19K +8 +0.4%
MPM
2806
MBB Public Markets
Illinois
$308K +$306K +2,053 New
LGWM
2807
Litman Gregory Wealth Management
California
$307K
SAM
2808
Shikiar Asset Management
New York
$307K
ACM
2809
Advance Capital Management
Michigan
$307K -$13.8K -93 -4%
LGG
2810
Luts & Greenleigh Group
Maryland
$306K +$22.9K +154 +8%
BC
2811
Brio Consultants
California
$306K +$24.3K +163 +9%
TCM
2812
Tradewinds Capital Management
Washington
$306K -$18.2K -122 -6%
SFFS
2813
Stonehage Fleming Financial Services
Jersey
$306K -$236K -1,586 -44%
SSA
2814
Schonfeld Strategic Advisors
New York
$305K -$5.68M -38,149 -95%
STA
2815
Smith Thornton Advisors
Alabama
$304K +$26.2K +176 +9%
HGWM
2816
Horst & Graben Wealth Management
Oregon
$304K -$17.7K -119 -6%
CWC
2817
Carolinas Wealth Consulting
North Carolina
$304K -$148K -996 -33%
TCPW
2818
Twin City Private Wealth
North Carolina
$304K -$11.3K -76 -4%
CWM
2819
Centurion Wealth Management
Virginia
$303K
OCPWS
2820
One Charles Private Wealth Services
Massachusetts
$303K +$23.4K +157 +8%
RIM
2821
Rockbridge Investment Management
New York
$303K -$53.1K -357 -15%
FNBOH
2822
First National Bank of Hutchinson
Kansas
$302K -$763K -5,128 -72%
GPW
2823
Genesis Private Wealth
Virginia
$302K +$300K +2,015 New
RP
2824
Rowlandmiller & Partners
Georgia
$302K
KA
2825
KDT Advisors
New York
$302K +$5.21K +35 +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.