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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
WSWA
3101
Warren Street Wealth Advisors
California
$218K +$217K +1,456 New
HA
3102
HFG Advisors
Ohio
$218K
FPL
3103
Fortress Private Ledger
North Carolina
$218K +$216K +1,451 New
DIA
3104
Davidson Investment Advisors
Montana
$217K -$84.7K -569 -28%
CA
3105
Cache Advisors
California
$217K
OPOWM
3106
One Plus One Wealth Management
Florida
$217K -$74.4K -500 -26%
PSCM
3107
Per Stirling Capital Management
Texas
$217K +$595 +4 +0.3%
LFP
3108
Lakeshore Financial Planning
Michigan
$217K +$1.19K +8 +0.6%
CL
3109
CLG LLC
California
$216K -$26.9K -181 -11%
AIA
3110
Arbor Investment Advisors
North Carolina
$216K -$42.7K -287 -17%
PMG
3111
Private Management Group
California
$215K +$2.23K +15 +1%
ALA
3112
Atlas Legacy Advisors
California
$214K +$212K +1,427 New
HCP
3113
Holt Capital Partners
Texas
$214K
THL
3114
Tillman Hartley LLC
Colorado
$214K -$43.8K -294 -17%
FWP
3115
Firethorn Wealth Partners
Georgia
$213K +$9.97K +67 +5%
PFG
3116
Pinnacle Financial Group
Illinois
$213K -$73.1K -491 -26%
AGA
3117
Arkos Global Advisors
Texas
$213K -$14.9K -100 -7%
DC
3118
Dahring Cusmano
Michigan
$213K -$13.4K -90 -6%
RWI
3119
Red Wave Investments
Pennsylvania
$212K -$5.8K -39 -3%
MC
3120
McCarthy & Cox
Ohio
$212K
AWM
3121
Allen Wealth Management
North Carolina
$212K +$5.95K +40 +3%
SWA
3122
Safir Wealth Advisors
New Hampshire
$211K
MCA
3123
Millennium Capital Advisors
Arkansas
$211K -$29.8K -200 -12%
HDA
3124
Harold Davidson & Associates
California
$211K -$14.9K -100 -7%
ACC
3125
Acorn Creek Capital
Colorado
$211K -$31K -208 -13%

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.