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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
SGCA
3026
Steel Grove Capital Advisors
Tennessee
$241K -$7.29K -49 -3%
GP
3027
Greenline Partners
New York
$240K +$2.38K +16 +1%
SC
3028
Sawyer & Company
Massachusetts
$239K
R
3029
Rebalance
California
$238K +$2.23K +15 +1%
RRCM
3030
Rappaport Reiches Capital Management
Illinois
$238K +$6.85K +46 +3%
BWFA
3031
Baltimore-Washington Financial Advisors
Maryland
$238K +$11.9K +80 +5%
FEM
3032
Fulcrum Equity Management
Texas
$238K -$20.1K -135 -8%
TTIC
3033
Tower Trust & Investment Company
Iowa
$238K +$261K +1,753 New
KLI
3034
Kelman-Lazarov Inc
Tennessee
$237K -$8.93K -60 -4%
FMP
3035
Financial Management Professionals
Texas
$237K +$3.13K +21 +1%
OFG
3036
OmniStar Financial Group
North Carolina
$236K -$260K -1,744 -53%
ODIJL
3037
One Day In July LLC
Vermont
$236K -$33.8K -227 -13%
KWM
3038
Keebeck Wealth Management
Illinois
$236K +$234K +1,574 New
AFW
3039
Atlantic Family Wealth
Florida
$236K +$7.59K +51 +3%
NED
3040
Nancy E. Dempze
$235K -$13.4K -90 -5%
KWA
3041
Kellett Wealth Advisors
Ohio
$235K +$2.38K +16 +1%
CWA
3042
Cornerstone Wealth Advisors
Minnesota
$235K -$1.19K -8 -0.5%
AWM
3043
Accredited Wealth Management
Kentucky
$234K +$16.2K +109 +8%
M1FG
3044
Mach-1 Financial Group
Arkansas
$234K +$232K +1,560 New
CIA
3045
Cohen Investment Advisors
New Hampshire
$234K
RA
3046
Rise Advisors
New York
$234K +$49.6K +333 +27%
BMM
3047
Berkshire Money Management
Massachusetts
$233K +$232K +1,557 New
WTFG
3048
Wood Tarver Financial Group
Idaho
$233K -$18.2K -122 -7%
SSC
3049
Syverson Strege & Co
Iowa
$233K +$8.63K +58 +4%
WIM
3050
Warwick Investment Management
Texas
$233K +$231K +1,555 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.