We are live on ! Find out more
PEP icon

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
MIFH
3301
Migdal Insurance & Financial Holdings
Israel
$58K +$57.3K +385 New
MMCM
3302
Murphy & Mullick Capital Management
New York
$57.6K -$893 -6 -2%
BFS
3303
Burkett Financial Services
South Carolina
$55.9K +$893 +6 +2%
BGA
3304
Battery Global Advisors
Massachusetts
$55.1K +$595 +4 +1%
MWM
3305
MorganRosel Wealth Management
Colorado
$54.9K +$54.5K +366 New
LFASL
3306
Lugano Financial Advisors SA (LFA)
Switzerland
$54.4K -$28.3K -190 -34%
JSAM
3307
J. Safra Asset Management
New York
$54K -$18.9K -127 -26%
FFO
3308
Fortitude Family Office
Arizona
$52.8K -$103K -695 -66%
BCM
3309
Basso Capital Management
Connecticut
$52.8K
AAG
3310
Accordant Advisory Group
Maryland
$52K
RWML
3311
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$50.5K
NSG
3312
Nalls Sherbakoff Group
Tennessee
$50.2K +$49.9K +335 New
HNW
3313
High Note Wealth
Minnesota
$49.2K -$2.83K -19 -5%
DF
3314
Dunhill Financial
United Kingdom
$48.9K -$744 -5 -2%
PPWM
3315
PFG Private Wealth Management
Florida
$47.3K +$8.48K +57 +22%
CIR
3316
Clear Investment Research
Georgia
$46.8K -$298 -2 -0.6%
DF
3317
DecisionPoint Financial
Arizona
$45K
SA
3318
SRH Advisors
Kansas
$45K
APW
3319
Atlantic Private Wealth
North Carolina
$45K +$3.72K +25 +9%
SRCM
3320
Signature Resources Capital Management
California
$44.4K
FA
3321
Financial Avengers
California
$44.2K +$744 +5 +2%
BIA
3322
Bell Investment Advisors
California
$43.3K -$893 -6 -2%
HC
3323
Hurley Capital
New York
$41.7K -$1.12M -7,511 -96%
OWP
3324
ORG Wealth Partners
Texas
$41.7K +$2.68K +18 +7%
LWA
3325
Lowe Wealth Advisors
Maryland
$41.5K

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.