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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
FAM
3476
Fairtree Asset Management
South Africa
-$711K -4,673 Closed
LB
3477
Legacy Bridge
Iowa
-$701K -4,611 Closed
BIP
3478
Blueprint Investment Partners
North Carolina
-$698K -4,592 Closed
FC
3479
Fjell Capital
North Dakota
-$680K -4,470 Closed
SFI
3480
Susquehanna Fundamental Investments
Pennsylvania
-$669K -4,400 Closed
TIA
3481
Trust Investment Advisors
Indiana
-$663K -4,358 Closed
DS
3482
DRW Securities
Illinois
-$621K -4,087 Closed
FRM
3483
Fox Run Management
Connecticut
-$608K -3,996 Closed
Twin Tree Management
3484
Twin Tree Management
Texas
-$576K -3,873 Closed
CCG
3485
Catalina Capital Group
California
-$548K -3,606 Closed
WAM
3486
Weiss Asset Management
Massachusetts
-$537K -3,531 Closed
SIC
3487
Samalin Investment Counsel
New York
-$535K -3,515 Closed
CIS
3488
Custom Index Systems
New York
-$514K -3,383 Closed
CWMGP
3489
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$512K -3,366 Closed
BPC
3490
Bryce Point Capital
New York
-$508K -3,343 Closed
WE
3491
Wealth Effects
Massachusetts
-$470K -3,094 Closed
FTUS
3492
Flow Traders U.S.
New York
-$470K -3,088 Closed
AMCA
3493
Arthur M. Cohen & Associates
Illinois
-$456K -2,998 Closed
DB
3494
Dravo Bay
Delaware
-$449K -2,950 Closed
NCFG
3495
New Century Financial Group
New Jersey
-$439K -2,932 Closed
BOM
3496
Bank of Marin
California
-$423K -2,780 Closed
SPI
3497
Sutton Place Investors
New York
-$417K -2,743 Closed
FEG
3498
Financial Enhancement Group
Indiana
-$396K -2,740 Closed
SH
3499
SLT Holdings
Arizona
-$416K -2,736 Closed
JIR
3500
James Investment Research
Ohio
-$412K -2,711 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.