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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
AIP
2976
Almanack Investment Partners
Pennsylvania
$258K -$19.8K -133 -7%
PFG
2977
PAX Financial Group
Texas
$258K -$169K -1,136 -40%
PPW
2978
Parcion Private Wealth
Washington
$258K +$256K +1,718 New
TWA
2979
Talisman Wealth Advisors
New Jersey
$257K -$8.63K -58 -3%
ABTD
2980
Arvest Bank Trust Division
Oklahoma
$257K -$1.19K -8 -0.5%
OCM
2981
Orser Capital Management
Texas
$256K -$2.08M -13,976 -89%
FS
2982
Ferguson Shapiro
Georgia
$256K -$14.3K -96 -5%
CAM
2983
Claret Asset Management
Quebec, Canada
$256K +$7.74K +52 +3%
LC
2984
Landaas & Company
Wisconsin
$256K +$15.9K +107 +7%
SHF
2985
Safe Harbor Fiduciary
Florida
$256K
CWA
2986
Canvas Wealth Advisors
Kansas
$256K -$59.4K -399 -18%
HIS
2987
Horizon Investment Services
Indiana
$256K -$13.5K -91 -5%
PWM
2988
Penobscot Wealth Management
Maine
$255K +$254K +1,704 New
SW
2989
SMART Wealth
Nebraska
$255K -$15.8K -106 -6%
PCMI
2990
Paradigm Capital Management Inc
New York
$255K
RCYC
2991
Richard C. Young & Co
Rhode Island
$255K -$2.83K -19 -1%
LCM
2992
Lazari Capital Management
California
$254K -$8.63K -58 -3%
AIMC
2993
Alley Investment Management Company
Illinois
$254K -$1.04K -7 -0.4%
BWM
2994
BCGM Wealth Management
Indiana
$254K +$20.2K +136 +9%
SP
2995
Symmetry Partners
Connecticut
$252K +$595 +4 +0.2%
CDDEC
2996
Caisse Des Depots Et Consignations
France
$252K
RPSA
2997
Richard P. Slaughter Associates
Texas
$252K -$11.8K -79 -4%
EG
2998
Ellerson Group
Maryland
$252K -$7.44K -50 -3%
HA
2999
Hanover Advisors
South Carolina
$252K
BFF
3000
Byrne Financial Freedom
Massachusetts
$252K -$4.46K -30 -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.