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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
Walleye Capital
2951
Walleye Capital
New York
$266K +$255K +1,712 +2,717%
LRIA
2952
Leonard Rickey Investment Advisors
Washington
$266K -$23.1K -155 -8%
BCM
2953
BluePointe Capital Management
California
$265K +$263K +1,769 New
WRPWM
2954
Werba Rubin Papier Wealth Management
California
$265K -$18.8K -126 -7%
JEST
2955
JTC Employer Solutions Trustee
Jersey
$265K
BCMLT
2956
Beacon Capital Management LLC (Tennessee)
Tennessee
$265K -$1.64K -11 -0.6%
NC
2957
NBW Capital
Massachusetts
$264K +$52.1K +350 +25%
NPFS
2958
Novak & Powell Financial Services
Florida
$264K +$262K +1,758 New
WEG
2959
World Equity Group
Illinois
$264K -$183K -1,231 -44%
VAF
2960
Values Added Financial
District of Columbia
$263K +$14.6K +98 +6%
AWA
2961
Acorn Wealth Advisors
Michigan
$263K -$3.57K -24 -1%
SIA
2962
SGL Investment Advisors
Montana
$263K +$59.1K +397 +25%
1L
2963
10Elms LLP
Oklahoma
$263K +$68.2K +458 +35%
OIC
2964
Orion Investment Company
Missouri
$263K
WLIM
2965
White Lighthouse Investment Management
Massachusetts
$263K -$89.6K -602 -26%
VW
2966
Vance Wealth
California
$262K -$11.2K -75 -4%
CA
2967
Crumly & Associates
Illinois
$261K +$29.5K +198 +13%
RDFA
2968
Ritter Daniher Financial Advisory
Ohio
$261K -$48.4K -325 -16%
DI
2969
Disciplined Investments
Oklahoma
$260K -$17K -114 -6%
AA
2970
Aufman Associates
Pennsylvania
$260K
LWM
2971
LeConte Wealth Management
Tennessee
$260K +$259K +1,737 New
MWM
2972
Manske Wealth Management
Texas
$260K +$14.7K +99 +6%
IFO
2973
Independent Family Office
New York
$260K
GHA
2974
Granite Harbor Advisors
Texas
$259K +$40.9K +275 +19%
LSA
2975
Lansing Street Advisors
Pennsylvania
$259K +$12.1K +81 +5%

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.