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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
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$33.9M +$336K +2,260 +1%
SFA
302
Sequoia Financial Advisors
Ohio
$33.8M +$1.7M +11,426 +5%
UIM
303
USS Investment Management
United Kingdom
$33.2M -$24.1M -161,900 -42%
NIM
304
NEOS Investment Management
Connecticut
$33.1M +$8.74M +58,692 +36%
MPWT
305
MassMutual Private Wealth & Trust
Connecticut
$32.7M +$2.01M +13,475 +7%
AF
306
Aviso Financial
Ontario, Canada
$32.4M +$454K +3,051 +1%
MFIM
307
Mesirow Financial Investment Management
Illinois
$32.2M -$74.1K -498 -0.2%
ACA
308
Aptus Capital Advisors
Alabama
$32M +$21.8M +146,204 +217%
VMPIC
309
Varma Mutual Pension Insurance Co
Finland
$32M -$2.48M -16,638 -7%
BIM
310
Bridges Investment Management
Nebraska
$31.9M -$210K -1,408 -0.7%
MML Investors Services
311
MML Investors Services
Massachusetts
$31.8M +$1.94M +13,046 +7%
JSW
312
Journey Strategic Wealth
New Jersey
$31.6M +$220K +1,481 +0.7%
VLKIM
313
Van Lanschot Kempen Investment Management
Netherlands
$31.4M +$977K +6,567 +3%
LWCFA
314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31.4M -$1.06M -7,131 -3%
Verition Fund Management
315
Verition Fund Management
Connecticut
$31M +$16.2M +108,527 +111%
RAM
316
RWC Asset Management
United Kingdom
$30.5M -$1.37M -9,234 -4%
ACM
317
Aquatic Capital Management
Illinois
$30.5M +$30.3M +203,373 New
NYLIM
318
New York Life Investment Management
New York
$30.4M -$159K -1,071 -0.5%
TH
319
TCTC Holdings
Texas
$30.4M +$1.49M +9,996 +5%
GF
320
Gabelli Funds
New York
$30.3M -$2.38M -16,000 -7%
WPC
321
Waters Parkerson & Co
Louisiana
$30.3M +$186K +1,253 +0.6%
WSFS
322
Wilmington Savings Fund Society
Delaware
$30.2M -$982K -6,598 -3%
ACIM
323
Azimuth Capital Investment Management
Michigan
$30.2M +$3.22M +21,667 +12%
SOADOR
324
State of Alaska Department of Revenue
Alaska
$30.1M +$634K +4,260 +2%
Allspring Global Investments
325
Allspring Global Investments
North Carolina
$30.1M -$362K -2,429 -1%

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.