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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
MFG
3501
Menard Financial Group
Texas
-$396K -2,606 Closed
LAS
3502
LWM Advisory Services
Florida
-$386K -2,551 Closed
SL
3503
SWMG LLC
Texas
-$356K -2,407 Closed
MAP
3504
Moody Aldrich Partners
Massachusetts
-$350K -2,304 Closed
HFP
3505
Holistic Financial Partners
Indiana
-$350K -2,302 Closed
WR
3506
WD Rutherford
Oregon
-$335K -2,206 Closed
LTI
3507
Laffer Tengler Investments
Tennessee
-$335K -2,204 Closed
CJL
3508
Cyrus J. Lawrence
New York
-$333K -2,193 Closed
WFA
3509
Wellspring Financial Advisors
Ohio
-$331K -2,178 Closed
TCM
3510
Towercrest Capital Management
Pennsylvania
-$327K -2,151 Closed
PA
3511
PharVision Advisers
Florida
-$319K -2,097 Closed
BWM
3512
BankPlus Wealth Management
Mississippi
-$317K -2,085 Closed
MIM
3513
Merrion Investment Management
New Jersey
-$316K -2,045 Closed
EFH
3514
Eaton Financial Holdings
Florida
-$306K -2,011 Closed
PCA
3515
Purkiss Capital Advisors
Connecticut
-$305K -2,007 Closed
FI
3516
FWG Investments
Kentucky
-$305K -2,006 Closed
B
3517
Bellecapital
Switzerland
-$290K -1,908 Closed
DO
3518
denkapparat Operations
Germany
-$282K -1,854 Closed
GCA
3519
Gallagher Capital Advisors
Texas
-$270K -1,776 Closed
VP
3520
Verum Partners
North Carolina
-$267K -1,757 Closed
M
3521
MATAURO
New York
-$267K -1,756 Closed
FWM
3522
Foguth Wealth Management
Michigan
-$255K -1,709 Closed
PW
3523
Potentia Wealth
California
-$260K -1,709 Closed
PPC
3524
Pennington Partners & Co
Maryland
-$257K -1,675 Closed
SLC
3525
Second Line Capital
Louisiana
-$254K -1,670 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.