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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
CFGS
3451
Concourse Financial Group Securities
Alabama
-$3.81M -25,695 Closed
CBA
3452
Coastal Bridge Advisors
Connecticut
-$3.41M -22,454 Closed
AG
3453
AIA Group
Hong Kong
-$3.27M -21,500 Closed
AFA
3454
AllGen Financial Advisors
Florida
-$3.14M -20,649 Closed
SM
3455
Sciencast Management
New Jersey
-$3.05M -20,053 Closed
SWC
3456
Spectrum Wealth Counsel
Indiana
-$3.03M -19,950 Closed
HCA
3457
Harbor Capital Advisors
Illinois
-$2.98M -19,597 Closed
CCB
3458
Cutter & Co Brokerage
Missouri
-$2.4M -15,751 Closed
FCMA
3459
Foresight Capital Management Advisors
Michigan
-$2.3M -15,100 Closed
TIM
3460
Timelo Investment Management
Ontario, Canada
-$2.28M -15,000 Closed
CCWA
3461
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$1.86M -12,226 Closed
FHB
3462
First Hawaiian Bank
Hawaii
-$1.86M -12,207 Closed
CAS
3463
Coppell Advisory Solutions
Texas
-$1.66M -10,932 Closed
KJWM
3464
Kiley Juergens Wealth Management
Washington
-$1.56M -10,261 Closed
HEIP
3465
Hudson Edge Investment Partners
New Jersey
-$1.46M -9,571 Closed
SF
3466
Symphony Financial
Texas
-$1.33M -8,977 Closed
GCM
3467
Gladius Capital Management
Illinois
-$1.36M -8,915 Closed
AC
3468
AXQ Capital
New Jersey
-$1.32M -8,697 Closed
JSC
3469
Jackson Square Capital
California
-$1.32M -8,680 Closed
SCI
3470
Stableford Capital II
Arizona
-$1.01M -6,621 Closed
LIP
3471
Lighthouse Investment Partners
Florida
-$991K -6,514 Closed
ADIM
3472
Alpha DNA Investment Management
Maryland
-$919K -6,042 Closed
AWA
3473
Alta Wealth Advisors
Massachusetts
-$905K -5,951 Closed
OWM
3474
OneAscent Wealth Management
Alabama
-$842K -5,536 Closed
BAG
3475
Bridgewealth Advisory Group
California
-$724K -5,004 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.