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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
DHC
2826
Drum Hill Capital
Connecticut
$301K +$6.1K +41 +2%
GL
2827
Gerber LLC
Ohio
$301K
BAM
2828
Bosun Asset Management
Illinois
$301K -$7.44K -50 -2%
WC
2829
Whitney & Co
New York
$300K -$22.2K -149 -7%
FAN
2830
Financial Advisors Network
California
$300K +$298K +2,003 New
CBOR
2831
Community Bank of Raymore
Missouri
$300K
CM
2832
Columbus Macro
Pennsylvania
$300K -$7.29K -49 -2%
BSHC
2833
Breed's Hill Capital
Massachusetts
$300K +$8.48K +57 +3%
MIA
2834
MMBG Investment Advisors
Florida
$300K
DWM
2835
Dopkins Wealth Management
New York
$300K +$39.9K +268 +15%
SFG
2836
Sterling Financial Group
California
$300K -$5.66K -38 -2%
SB
2837
SIG Brokerage
New York
$300K +$298K +1,999 New
CIA
2838
Cascade Investment Advisors
Oregon
$299K
EWP
2839
Elevation Wealth Partners
California
$299K -$5.66K -38 -2%
MAG
2840
MRA Advisory Group
New Jersey
$299K +$57.3K +385 +24%
SGWM
2841
Sterling Group Wealth Management
California
$298K
CWM
2842
Castle Wealth Management
Florida
$297K -$28K -188 -9%
CFS
2843
CGC Financial Services
Oregon
$297K +$447 +3 +0.2%
MGAM
2844
McGowan Group Asset Management
Texas
$297K +$12.1K +81 +4%
Wolverine Trading
2845
Wolverine Trading
Illinois
$296K -$5.18M -34,780 -95%
CWM
2846
Circle Wealth Management
New Jersey
$296K
FA
2847
Financial Advisors
Massachusetts
$296K -$26.8K -180 -8%
BF
2848
Brucke Financial
Indiana
$295K +$110K +736 +51%
CTC
2849
Cetera Trust Company
Minnesota
$294K
OS
2850
Objectivity Squared
South Carolina
$294K +$2.08K +14 +0.7%

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.