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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
FI
3126
Fosun International
China
$210K
TI
3127
Truepoint Inc
Ohio
$210K +$6.7K +45 +3%
Cohen & Steers
3128
Cohen & Steers
New York
$210K -$28.1K -189 -12%
DI
3129
Disciplined Investors
Texas
$210K +$208K +1,400 New
BPC
3130
Bearing Point Capital
Minnesota
$210K
BCAM
3131
Boston Common Asset Management
Massachusetts
$210K
BOTPPF
3132
Board of the Pension Protection Fund
United Kingdom
$210K +$119K +800 +133%
SN
3133
Sittner & Nelson
Oregon
$210K
HPM
3134
Hoxton Planning & Management
West Virginia
$209K -$44.9K -302 -18%
MKW
3135
Mullaney, Keating & Wright
Connecticut
$209K
AW
3136
Alaethes Wealth
Nevada
$209K +$207K +1,391 New
PCA
3137
Peddock Capital Advisors
Massachusetts
$208K
HP
3138
HT Partners
Connecticut
$208K
T
3139
TOBAM
France
$207K -$342K -2,295 -62%
AF
3140
Apollon Financial
South Carolina
$206K +$205K +1,376 New
BC
3141
Barrett & Company
Rhode Island
$206K
KFA
3142
Kapstone Financial Advisors
Ohio
$206K
VFPW
3143
Vantage Financial Partners (Wisconsin)
Wisconsin
$206K +$7K +47 +4%
IA
3144
IMZ Advisory
Florida
$206K +$204K +1,371 New
SPWG
3145
Sage Private Wealth Group
Illinois
$205K +$5.06K +34 +3%
OP
3146
ORG Partners
Indiana
$205K -$155K -1,044 -43%
CCWM
3147
Correct Capital Wealth Management
Missouri
$205K
RHP
3148
Royal Harbor Partners
Texas
$204K -$145K -974 -42%
SFMG
3149
Sage Financial Management Group
Virginia
$204K -$1.49K -10 -0.7%
FWM
3150
Fingerlakes Wealth Management
New York
$204K -$20.1K -135 -9%

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.