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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
BSC
3226
Brown Shipley & Co
United Kingdom
$114K +$19.3K +130 +21%
FDW
3227
Fourth Dimension Wealth
Ohio
$109K +$15K +101 +16%
CCM
3228
Cloud Capital Management
Washington
$108K +$107K +721 New
SIS
3229
Strategic Investment Solutions
Illinois
$105K +$2.68K +18 +3%
RAM
3230
Riggs Asset Management
Pennsylvania
$105K -$58.2K -391 -36%
FNWA
3231
Financial Network Wealth Advisors
Utah
$103K +$60.6K +407 +144%
DPW
3232
DiNuzzo Private Wealth
Pennsylvania
$103K -$1.34K -9 -1%
RF
3233
Rossby Financial
Florida
$102K -$92.9K -624 -45%
OA
3234
Operose Advisors
Wisconsin
$102K
FFWM
3235
Future Financial Wealth Management
Ohio
$101K +$7.44K +50 +8%
FWM
3236
FSA Wealth Management
Massachusetts
$101K
KWM
3237
Kiker Wealth Management
Georgia
$99.2K +$98.5K +662 New
GIM
3238
Gold Investment Management
Alberta, Canada
$97.9K +$36.5K +245 +60%
OBWP
3239
O'Brien Wealth Partners
Massachusetts
$97.8K +$35K +235 +56%
GG
3240
Gleason Group
Kentucky
$96.2K +$1.79K +12 +2%
EFMH
3241
E Fund Management (HK)
Hong Kong
$96K +$79.3K +533 +485%
MAM
3242
Magellan Asset Management
Australia
$95.8K
FCG
3243
Financial Connections Group
California
$94K +$61.8K +415 +157%
IHWM
3244
Iron Horse Wealth Management
Iowa
$93.3K -$25.7K -173 -22%
CPG
3245
Cornerstone Planning Group
New Jersey
$92.3K +$21.3K +143 +28%
NOI
3246
Newton One Investments
Delaware
$92.1K +$1.64K +11 +2%
PWM
3247
Proathlete Wealth Management
Florida
$91.1K +$90.3K +607 New
W
3248
WealthCollab
Washington
$90.7K
CWM
3249
CarsonAllaria Wealth Management
Illinois
$90.7K -$744 -5 -0.8%
FGAM
3250
Financial Gravity Asset Management
Texas
$90K +$89.3K +600 New

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.