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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
PAS
3076
PKS Advisory Services
New York
$226K +$3.13K +21 +1%
BFAG
3077
Blackston Financial Advisory Group
Florida
$226K -$593K -3,985 -73%
SFS
3078
Summit Financial Strategies
Ohio
$226K +$26.2K +176 +13%
KWM
3079
Kaydan Wealth Management
Michigan
$225K +$149 +1 +0.1%
JG
3080
Jain Global
New York
$225K +$223K +1,501 New
OWM
3081
Orgel Wealth Management
Wisconsin
$225K -$44.7K -300 -17%
PFG
3082
Prosperity Financial Group
California
$225K +$6.85K +46 +3%
FF
3083
Farrell Financial
New York
$224K +$3.42K +23 +2%
AG
3084
Advocate Group
Minnesota
$224K +$223K +1,497 New
LCGC
3085
Legacy Capital Group California
California
$224K +$18.3K +123 +9%
LWM
3086
Level Wealth Management
North Carolina
$224K
FFG
3087
Fortress Financial Group
Minnesota
$223K +$222K +1,490 New
HFS
3088
Hughes Financial Services
Virginia
$223K +$1.04K +7 +0.5%
SJL
3089
Shayne & Jacobs LLC
Tennessee
$223K -$7K -47 -3%
PRTG
3090
Post Resch Tallon Group
New York
$222K
CFP
3091
Curran Financial Partners
South Carolina
$222K -$15K -101 -6%
JCM
3092
Jacobsen Capital Management
Utah
$221K +$219K +1,474 New
MA
3093
MKT Advisors
California
$221K +$149 +1 +0.1%
GSAM
3094
Grant Street Asset Management
Pennsylvania
$220K
FWI
3095
Facet Wealth Inc
Maryland
$219K +$447 +3 +0.2%
HWM
3096
Horizon Wealth Management
Illinois
$219K +$13.2K +89 +6%
JTWM
3097
Jackson Thornton Wealth Management
Alabama
$219K +$228K +1,532 New
EAM
3098
Evanson Asset Management
California
$219K -$97.5K -655 -31%
CFG
3099
Compton Financial Group
Maryland
$219K +$1.34K +9 +0.6%
AFS
3100
Axiom Financial Strategies
Indiana
$218K +$1.79K +12 +0.8%

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.