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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
BFP
3251
Briaud Financial Planning
Texas
$89K
AW
3252
Avion Wealth
Texas
$89K +$1.64K +11 +2%
SVCP
3253
Silicon Valley Capital Partners
California
$87.7K +$10.4K +70 +14%
FPF
3254
First Pacific Financial
Washington
$87.4K +$4.91K +33 +6%
MAS
3255
MPWM Advisory Solutions
Georgia
$86.5K +$21.6K +145 +34%
AWM
3256
Abound Wealth Management
Tennessee
$85.8K -$3.27K -22 -4%
SVWA
3257
Sarver Vrooman Wealth Advisors
Missouri
$84.9K +$84.2K +566 New
SHIM
3258
Stone House Investment Management
Pennsylvania
$83.2K +$82.6K +555 New
HIW
3259
Holos Integrated Wealth
Pennsylvania
$82.8K
IAS
3260
IMA Advisory Services
Colorado
$82K +$81.4K +547 New
VFM
3261
Vision Financial Markets
Connecticut
$81.8K +$149 +1 +0.2%
C
3262
Covestor
United Kingdom
$81K +$8.04K +54 +11%
SCB
3263
Saudi Central Bank
Saudi Arabia
$81K +$80.4K +540 New
AWM
3264
Activest Wealth Management
Florida
$80.2K +$78.3K +526 +5,844%
RFG
3265
REAP Financial Group
Texas
$79.2K +$33.9K +228 +76%
VWM
3266
Vermillion Wealth Management
Minnesota
$78.2K +$893 +6 +1%
EA
3267
Evolution Advisers
Virginia
$78K
CIAS
3268
CBIZ Investment Advisory Services
Ohio
$77.5K +$14K +94 +22%
GPFA
3269
Game Plan Financial Advisors
Ohio
$76.5K
RWS
3270
Retirement Wealth Solutions
Wisconsin
$76.1K +$298 +2 +0.4%
CCM
3271
Copeland Capital Management
Pennsylvania
$75K
KPP
3272
Kings Path Partners
Texas
$75K
CVM
3273
Cheviot Value Management
California
$74.9K +$84.4K +567 New
CFP
3274
Comprehensive Financial Planning
Pennsylvania
$74.6K +$893 +6 +1%
PP
3275
PrairieView Partners
Minnesota
$74K -$36.5K -245 -33%

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.