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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
SAM
3176
Sherman Asset Management
California
$181K -$893 -6 -0.5%
MHR
3177
Matthew Hamilton Rosenberg
$180K +$25.7K +173 +17%
TCM
3178
TD Capital Management
Tennessee
$177K -$11K -74 -6%
KHC
3179
Koesten Hirschmann & Crabtree
Kansas
$176K
ACA
3180
Atlas Capital Advisors
Wyoming
$172K
SCM
3181
Silvant Capital Management
Georgia
$172K
PFG
3182
Putney Financial Group
California
$172K -$4.46K -30 -3%
Optiver Holding
3183
Optiver Holding
Netherlands
$169K +$167K +1,125 New
POIA
3184
Pin Oak Investment Advisors
Texas
$167K -$2.98K -20 -2%
RWM
3185
Ruedi Wealth Management
Illinois
$166K +$893 +6 +0.5%
TFM
3186
TFC Financial Management
Massachusetts
$164K -$86.9K -584 -35%
SFCL
3187
Strengthening Families & Communities LLC
Massachusetts
$164K +$139K +932 +1,553%
GK
3188
Graney & King
New York
$163K -$2.68K -18 -2%
HIM
3189
Hillsdale Investment Management
Ontario, Canada
$163K -$118K -790 -42%
PAG
3190
Paladin Advisory Group
Iowa
$162K
BAM
3191
Byrne Asset Management
New Jersey
$161K +$97.8K +657 +157%
BGAI
3192
Bruce G. Allen Investments
Colorado
$161K -$12.4K -83 -7%
CCA
3193
Catalyst Capital Advisors
New York
$159K +$149 +1 +0.1%
NECFA
3194
New England Capital Financial Advisors
Connecticut
$156K +$2.08K +14 +1%
API
3195
Asset Planning Inc
California
$154K +$744 +5 +0.5%
HWM
3196
HighMark Wealth Management
Minnesota
$150K +$1.64K +11 +1%
HIMS
3197
Hager Investment Management Services
New Hampshire
$145K -$17.9K -120 -11%
PA
3198
Pineridge Advisors
Missouri
$144K -$122K -817 -46%
IWP
3199
IAG Wealth Partners
Wisconsin
$143K -$12.2K -82 -8%
MWA
3200
Miller Wealth Advisors
Colorado
$143K

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.