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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
MDCM
3401
Morgan Dempsey Capital Management
Wisconsin
$8.1K
ZRP
3402
Zynergy Retirement Planning
New Jersey
$7.6K
PWA
3403
Principia Wealth Advisory
Texas
$7.28K +$5.21K +35 +233%
CWM
3404
Copia Wealth Management
Oregon
$7.2K
GAG
3405
Goodman Advisory Group
Massachusetts
$6.6K +$6.55K +44 New
PS
3406
PayPay Securities
Japan
$6.51K +$1.49K +10 +30%
PA
3407
PSI Advisors
Florida
$6.3K -$13.2K -89 -68%
WPA
3408
Wealth Preservation Advisors
Tennessee
$6.3K +$6.25K +42 New
IMC
3409
Investment Management Corporation
Virginia
$6.2K
RF
3410
Robbins Farley
New Hampshire
$4.95K
RJA
3411
Ross\Johnson & Associates
Minnesota
$4.65K +$4.61K +31 New
RWA
3412
Redmont Wealth Advisors
Illinois
$4.2K +$4.17K +28 New
BHWM
3413
Bay Harbor Wealth Management
Maryland
$3.9K -$29K -195 -88%
CWM
3414
Cedar Wealth Management
California
$3.6K
SC
3415
Steph & Co
Wisconsin
$3.15K -$147K -985 -98%
SOW
3416
State of Wyoming
Wyoming
$2.7K +$595 +4 +29%
NRWA
3417
North Ridge Wealth Advisors
Oregon
$2.25K
HIA
3418
HFM Investment Advisors
New Jersey
$1.95K +$1.94K +13 New
FGA
3419
Fortis Group Advisors
New Jersey
$1.95K
KIG
3420
Kessler Investment Group
Indiana
$1.35K
BFS
3421
Bare Financial Services
Pennsylvania
$1.35K +$1.34K +9 New
Fundsmith LLP
3422
Fundsmith LLP
United Kingdom
-$861M -5,663,677 Closed
FIS
3423
Fundsmith Investment Services
Mauritius
-$281M -1,848,406 Closed
PAMP
3424
Polar Asset Management Partners
Ontario, Canada
-$47.9M -315,000 Closed
MVIP
3425
Mar Vista Investment Partners
California
-$22.5M -148,027 Closed

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.