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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
MSWM
3351
Mowery & Schoenfeld Wealth Management
Illinois
$27.3K -$44.4K -298 -62%
NIM
3352
Nexus Investment Management
Ontario, Canada
$27K +$18.6K +125 New
SWM
3353
Shelton Wealth Management
Texas
$25K
ETS
3354
ESL Trust Services
New York
$24.9K
MAM
3355
Meeder Asset Management
Ohio
$24.7K -$10.7K -72 -30%
NWM
3356
Nova Wealth Management
Florida
$24.6K +$24.4K +164 New
RTL
3357
Red Tortoise LLC
Georgia
$22.9K
DFA
3358
DHJJ Financial Advisors
Illinois
$22.5K
TCPG
3359
Trivant Custom Portfolio Group
California
$22.2K
FFA
3360
Frazier Financial Advisors
Ohio
$21.4K
BIM
3361
Breakwater Investment Management
Washington
$20.1K
CI
3362
Clal Insurance
Israel
$20K +$12.2K +82 +164%
AF
3363
Abound Financial
California
$19.6K +$19.5K +131 New
SIM
3364
Synergy Investment Management
Florida
$19.1K -$2.68K -18 -12%
NCM
3365
Northwest Capital Management
Oregon
$18.9K
FC
3366
Family CFO
California
$18.7K
AFS
3367
Anderson Financial Strategies
Ohio
$18.7K +$18.6K +125 New
CWM
3368
Consultiva Wealth Management
Puerto Rico
$18K
CJH
3369
Christopher J. Hasenberg
Wisconsin
$18K -$3.57K -24 -17%
WOC
3370
West Oak Capital
California
$17.4K -$147K -990 -8%
PWS
3371
Peterson Wealth Services
Utah
$17.4K
1NWS
3372
1 North Wealth Services
Maryland
$16.9K +$16.8K +113 New
VWWMG
3373
Vermillion & White Wealth Management Group
Pennsylvania
$16.9K +$16.8K +113 New
CPA
3374
Compass Planning Associates
Massachusetts
$16.3K
HB
3375
Horizon Bancorp
Indiana
$16K

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.