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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
CAWM
3201
Capital A Wealth Management
Pennsylvania
$142K -$595 -4 -0.4%
FFL
3202
Financial Freedom LLC
Ohio
$142K +$2.23K +15 +2%
T
3203
Tidemark
California
$141K
HRC
3204
Hoertkorn Richard Charles
$139K
EI
3205
eCIO Inc
Wisconsin
$139K +$138K +926 New
RBC
3206
Roble Belko & Company
Pennsylvania
$138K +$44.7K +300 +48%
NC
3207
North Capital
Utah
$138K +$137K +919 New
WAS
3208
Winch Advisory Services
Wisconsin
$138K +$1.94K +13 +1%
BWM
3209
Bernard Wealth Management
Michigan
$133K +$2.23K +15 +2%
MSWA
3210
Marshall & Sterling Wealth Advisors
New York
$133K +$11.2K +75 +9%
SO
3211
Sierra Ocean
California
$132K -$1.94K -13 -1%
FC
3212
Fairscale Capital
New Hampshire
$130K
VWA
3213
VSM Wealth Advisory
Maryland
$129K +$15.3K +103 +14%
MAM
3214
Morse Asset Management
Connecticut
$129K +$149 +1 +0.1%
WA
3215
WPG Advisers
Maryland
$127K -$34.5K -232 -22%
HWM
3216
Hemington Wealth Management
Virginia
$124K +$29K +195 +31%
AWM
3217
Atticus Wealth Management
Florida
$124K -$12.9K -87 -10%
PSFG
3218
Park Square Financial Group
Georgia
$123K -$34.7K -233 -22%
OWA
3219
Opal Wealth Advisors
New York
$121K +$120K +809 New
EWA
3220
EQ Wealth Advisors
Texas
$120K +$119K +802 New
PWMAI
3221
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$119K +$24.1K +162 +26%
OAJ
3222
Ogorek Anthony Joseph
New York
$118K +$47.9K +322 +69%
BHWM
3223
Beaird Harris Wealth Management
Texas
$117K -$28.9K -194 -20%
CCMW
3224
Cypress Capital Management (Wyoming)
Wyoming
$116K
LC
3225
Lavaca Capital
Texas
$116K

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.