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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
WKSWA
3526
White Knight Strategic Wealth Advisors
New Jersey
-$253K -1,662 Closed
PP
3527
Paloma Partners
Connecticut
-$252K -1,660 Closed
AC
3528
ASB Consultores
Florida
-$252K -1,657 Closed
RFW
3529
Rainier Family Wealth
Washington
-$250K -1,647 Closed
TIA
3530
Tandem Investment Advisors
South Carolina
-$249K -1,635 Closed
CHP
3531
Cable Hill Partners
Oregon
-$247K -1,607 Closed
MWM
3532
Maripau Wealth Management
Indiana
-$245K -1,598 Closed
SCM
3533
Sunbeam Capital Management
Georgia
-$242K -1,594 Closed
LAM
3534
Lakewood Asset Management
Illinois
-$238K -1,567 Closed
NWMG
3535
National Wealth Management Group
Ohio
-$232K -1,526 Closed
PC
3536
Port Capital
Illinois
-$231K -1,518 Closed
WMWM
3537
Wilkins Miller Wealth Management
Alabama
-$229K -1,509 Closed
GMFG
3538
Greater Midwest Financial Group
Minnesota
-$229K -1,508 Closed
KCM
3539
KRS Capital Management
Michigan
-$228K -1,496 Closed
CFSG
3540
Clark Financial Services Group
Missouri
-$227K -1,491 Closed
SA
3541
SL Advisors
New Jersey
-$226K -1,489 Closed
PGIM
3542
Pacific Global Investment Management
California
-$225K -1,477 Closed
SPI
3543
Santori & Peters Inc
Pennsylvania
-$223K -1,468 Closed
CS
3544
Capital Square
Tennessee
-$218K -1,462 Closed
Mawer Investment Management
3545
Mawer Investment Management
Alberta, Canada
-$222K -1,461 Closed
G
3546
GenTrust
Florida
-$222K -1,450 Closed
JSA
3547
Jacobson & Schmitt Advisors
Wisconsin
-$220K -1,450 Closed
CSWG
3548
Cardinal Strategic Wealth Guidance
Kentucky
-$219K -1,442 Closed
NFA
3549
Northwest Financial Advisors
Virginia
-$218K -1,436 Closed
AA
3550
Aire Advisors
California
-$217K -1,428 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.