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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
ISFAN
3051
Investor's Fiduciary Advisor Network
Washington
$233K -$554K -3,722 -70%
UBG
3052
United Bank (Georgia)
Georgia
$233K -$6.1K -41 -3%
GG
3053
Greenwood Gearhart
Arkansas
$232K -$36.5K -245 -14%
CCC
3054
Chelsea Counsel Company
California
$232K
SRC
3055
Sage Rhino Capital
California
$232K -$5.36K -36 -2%
AIA
3056
Accelerate Investment Advisors
California
$232K +$27.7K +186 +14%
FA
3057
Fermata Advisors
California
$232K -$14.7K -99 -6%
AI
3058
AXS Investments
New York
$231K -$38.5K -259 -14%
SIA
3059
Schear Investment Advisers
Ohio
$231K -$378K -2,541 -62%
CM
3060
Capula Management
Cayman Islands
$231K +$80.2K +539 +54%
TSW
3061
Three Seasons Wealth
Utah
$231K
OBGC
3062
O'Brien Greene & Co
Pennsylvania
$231K -$32.6K -219 -12%
LFG
3063
Lockerman Financial Group
California
$230K -$1.04K -7 -0.5%
ACA
3064
Affinity Capital Advisors
California
$230K +$1.49K +10 +0.6%
CP
3065
Camelot Portfolios
Ohio
$230K +$228K +1,532 New
MCAI
3066
Members Capital Advisors Inc
Wisconsin
$230K
VFG
3067
Victory Financial Group
Texas
$230K +$228K +1,535 New
BIG
3068
Brookwood Investment Group
Arizona
$229K +$228K +1,529 New
EIA
3069
Eldridge Investment Advisors
New Hampshire
$229K
TC
3070
TFR Capital
Texas
$228K +$23.7K +159 +12%
GWA
3071
GGM Wealth Advisors
Maryland
$227K -$11.8K -79 -4%
Legacy Financial Group (Iowa)
3072
Legacy Financial Group (Iowa)
Iowa
$227K +$10.6K +71 +5%
MFP
3073
Meridian Financial Partners
Virginia
$227K +$2.53K +17 +1%
NL
3074
Navalign LLC
California
$227K -$6.55K -44 -3%
PWM
3075
Provident Wealth Management
Tennessee
$227K

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.