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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
CL
3151
CSS LLC
Illinois
$204K +$202K +1,360 New
FCFC
3152
First Citizens Financial Corp
Iowa
$204K
CWM
3153
Centricity Wealth Management
Ohio
$203K -$2.98K -20 -1%
WFA
3154
WMG Financial Advisors
Tennessee
$203K +$595 +4 +0.3%
FA
3155
FDx Advisors
Illinois
$202K -$2.83K -19 -1%
AWA
3156
Amplius Wealth Advisors
Pennsylvania
$202K -$4.17K -28 -2%
PFWA
3157
Paces Ferry Wealth Advisors
Georgia
$202K +$200K +1,347 New
DFA
3158
DHK Financial Advisors
New Hampshire
$202K -$6.1K -41 -3%
CA
3159
Calton & Associates
Florida
$202K +$200K +1,344 New
JLBC
3160
J.L. Bainbridge & Co
Florida
$201K
TWM
3161
Tanager Wealth Management
United Kingdom
$201K +$2.08K +14 +1%
TFIPS
3162
Towarzystwo Funduszy Inwestycyjnych PZU SA
$201K +$2.98K +20 +2%
CWMS
3163
Cannon Wealth Management Services
North Carolina
$200K +$226K +1,520 New
EPW
3164
Endeavor Private Wealth
Kansas
$200K +$199K +1,336 New
FIC
3165
Family Investment Center
Missouri
$200K -$28.1K -189 -12%
BFIC
3166
Bedell Frazier Investment Counselling
California
$200K -$2.98K -20 -1%
FP
3167
Financial Perspectives
Minnesota
$200K -$9.82K -66 -5%
TWD
3168
True Wealth Design
Ohio
$192K +$29.6K +199 +18%
RS
3169
Rakuten Securities
Japan
$192K +$127K +853 +200%
MME
3170
Meag Munich Ergo
Germany
$189K -$107K -716 -36%
BCM
3171
Birch Capital Management
Texas
$187K -$525K -3,525 -74%
OW
3172
Olistico Wealth
Oklahoma
$184K +$447 +3 +0.2%
WPWM
3173
Western Pacific Wealth Management
Illinois
$184K
LP
3174
LMR Partners
United Kingdom
$182K +$181K +1,217 New
BA
3175
Bellwether Advisors
Nebraska
$182K -$11.9K -80 -6%

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.