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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
CAU
3001
Caxton Associates (UK)
$251K +$249K +1,673 New
MF
3002
Manchester Financial
California
$250K -$1.79K -12 -0.7%
MKA
3003
M. Kulyk & Associates
Georgia
$250K +$27.7K +186 +13%
LFG
3004
Lazard Frères Gestion
France
$249K
MWM
3005
Maridea Wealth Management
New York
$248K +$18.2K +122 +8%
SA
3006
Skyline Advisors
Washington
$248K +$149 +1 +0.1%
WF
3007
Warner Financial
Maryland
$248K +$246K +1,651 New
FCM
3008
Firestone Capital Management
Florida
$248K +$2.53K +17 +1%
AAMC
3009
Asset Allocation & Management Company
Illinois
$247K
BIP
3010
Blue Investment Partners
California
$247K -$9.97K -67 -4%
SCM
3011
Sterneck Capital Management
Missouri
$246K
AFA
3012
American Financial Advisors
Georgia
$246K -$11.3K -76 -4%
ORC
3013
O'Rourke & Company
Massachusetts
$246K +$1.64K +11 +0.7%
CWM
3014
Crowley Wealth Management
Delaware
$245K +$1.94K +13 +0.8%
RIS
3015
Retirement Income Solutions
Michigan
$245K -$146K -979 -37%
PTCG
3016
Pring Turner Capital Group
California
$244K +$12.7K +85 +6%
HIIFS
3017
Harel Insurance Investments & Financial Services
Israel
$244K +$243K +1,630 New
IPWA
3018
International Private Wealth Advisors
California
$244K +$5.8K +39 +2%
GFWA
3019
Grey Fox Wealth Advisors
Delaware
$243K -$6.55K -44 -3%
DWM
3020
Drive Wealth Management
Utah
$243K -$595 -4 -0.2%
TCM
3021
TT Capital Management
California
$243K +$241K +1,619 New
CM
3022
Capital Management
Virginia
$243K
SFP
3023
Sandbox Financial Partners
Maryland
$243K -$29.5K -198 -11%
AWM
3024
Ameliora Wealth Management
Switzerland
$242K
NFG
3025
Northeast Financial Group
Pennsylvania
$242K +$240K +1,611 New

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.