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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
PHWM
2851
Pine Harbor Wealth Management
Maryland
$294K -$1.04K -7 -0.4%
PAM
2852
PVG Asset Management
Colorado
$294K -$18K -121 -6%
FFIC
2853
First Fiduciary Investment Counsel
Ohio
$294K
CCP
2854
Cassia Capital Partners
North Carolina
$293K -$203K -1,365 -41%
SRA
2855
Secured Retirement Advisors
Minnesota
$293K +$291K +1,953 New
RWM
2856
Rench Wealth Management
Texas
$292K -$4.61K -31 -2%
NMCM
2857
Nicholson Meyer Capital Management
Missouri
$291K +$289K +1,944 New
DG
2858
DMC Group
Alabama
$291K -$42.3K -284 -13%
PFT
2859
Providence First Trust
Arizona
$291K
MM
2860
Meridian Management
Arkansas
$290K -$9.38K -63 -3%
ASG
2861
Ariston Services Group
California
$290K -$9.23K -62 -3%
BDL
2862
Bey-Douglas LLC
Georgia
$290K +$9.68K +65 +3%
TPCM
2863
Templeton & Phillips Capital Management
Tennessee
$289K -$202K -1,355 -41%
SL
2864
Sentinus LLC
Illinois
$289K +$56.9K +382 +25%
JPMIA
2865
J.P. Marvel Investment Advisors
Massachusetts
$288K
HR
2866
Hardy Reed
Mississippi
$288K +$1.79K +12 +0.6%
SWP
2867
Semus Wealth Partners
Florida
$288K +$9.08K +61 +3%
GSIS
2868
Global Strategic Investment Solutions
Arizona
$287K -$4.17K -28 -1%
CA
2869
Clune & Associates
Illinois
$287K
AHL
2870
Abel Hall LLC
Louisiana
$286K +$284K +1,910 New
SP
2871
Stonebrook Private
Michigan
$286K -$149 -1 -0.1%
FFG
2872
Fortem Financial Group
California
$286K -$1.49K -10 -0.5%
CWA
2873
Crux Wealth Advisors
California
$286K +$284K +1,906 New
MSA
2874
Marathon Strategic Advisors
Pennsylvania
$286K
PCMC
2875
Paragon Capital Management (Colorado)
Colorado
$286K +$595 +4 +0.2%

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.