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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
PTC
2926
Petrus Trust Company
Texas
$272K +$270K +1,817 New
AWP
2927
Atlas Wealth Partners
Pennsylvania
$272K -$8.34K -56 -3%
PFA
2928
Pettinga Financial Advisors
Indiana
$272K
MW
2929
Members Wealth
Pennsylvania
$271K -$9.23K -62 -3%
GKIM
2930
GW&K Investment Management
Massachusetts
$271K +$15K +101 +6%
PCMF
2931
Private Capital Management (Florida)
Florida
$271K +$269K +1,805 New
KBG
2932
Kahn Brothers Group
New York
$270K
IF
2933
Ironwood Financial
Arizona
$270K +$1.79K +12 +0.7%
PC
2934
Prairiewood Capital
North Dakota
$270K
TW
2935
Transform Wealth
Colorado
$269K
CA
2936
Centerpoint Advisors
Massachusetts
$269K
WMA
2937
Wealth Management Associates
New Jersey
$269K +$447 +3 +0.2%
DIP
2938
DT Investment Partners
Pennsylvania
$268K -$306K -2,059 -53%
HA
2939
Harfst & Associates
Wyoming
$268K
TCB
2940
Texas Capital Bancshares
Texas
$268K
FWP
2941
Fiduciary Wealth Partners
Massachusetts
$268K +$266K +1,787 New
WAOI
2942
Wealth Advisors of Iowa
Iowa
$268K +$5.06K +34 +2%
WCFA
2943
Walkner Condon Financial Advisors
Wisconsin
$268K +$9.82K +66 +4%
GWM
2944
Glass Wealth Management
Texas
$268K +$44.7K +300 +20%
CCC
2945
Compass Capital Corp
Massachusetts
$268K -$134K -900 -32%
FH
2946
FWG Holdings
Florida
$268K -$196K -1,319 -40%
CWM
2947
C2C Wealth Management
Arizona
$267K -$16.4K -110 -6%
RI
2948
Ridgewood Investments
New Jersey
$267K +$217K +1,455 +442%
BCM
2949
Blume Capital Management
California
$267K
FWM
2950
Focused Wealth Management
New York
$267K -$50.9K -342 -16%

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.