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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
IWA
3551
IBEX Wealth Advisors
New Jersey
-$217K -1,426 Closed
HFS
3552
Heritage Financial Services
Massachusetts
-$216K -1,423 Closed
EI
3553
Ellevest Inc
New York
-$216K -1,421 Closed
PCM
3554
Pennsylvania Capital Management
Pennsylvania
-$215K -1,415 Closed
MEAC
3555
M.E. Allison & Co
Texas
-$215K -1,413 Closed
MF
3556
Meridian Financial
Massachusetts
-$213K -1,402 Closed
PIFP
3557
Partners in Financial Planning
Virginia
-$213K -1,399 Closed
PWA
3558
Peterson Wealth Advisors
Utah
-$209K -1,395 Closed
SWM
3559
SilverOak Wealth Management
Minnesota
-$211K -1,388 Closed
AL
3560
ADE LLC
Maryland
-$210K -1,378 Closed
WFA
3561
Wade Financial Advisory
California
-$209K -1,374 Closed
LCS
3562
Levin Capital Strategies
New York
-$206K -1,357 Closed
SLWA
3563
San Luis Wealth Advisors
California
-$206K -1,356 Closed
CFO
3564
Collective Family Office
Pennsylvania
-$206K -1,355 Closed
MIM
3565
Meixler Investment Management
Arizona
-$205K -1,350 Closed
AF
3566
Aldebaran Financial
-$203K -1,338 Closed
AFGAS
3567
Allegiance Financial Group Advisory Services
Virginia
-$203K -1,332 Closed
MWM
3568
MGB Wealth Management
Texas
-$202K -1,328 Closed
CCM
3569
Canal Capital Management
Virginia
-$202K -1,325 Closed
RFA
3570
ROI Financial Advisors
Oregon
-$201K -1,321 Closed
MWP
3571
Meridian Wealth Partners
Pennsylvania
-$200K -1,315 Closed
FFA
3572
Fairfield Financial Advisors
Massachusetts
-$197K -1,298 Closed
UFF
3573
USA Financial Formulas
Michigan
-$195K -1,282 Closed
KI
3574
Kapitalo Investimentos
Brazil
-$171K -1,123 Closed
SAM
3575
Synergy Asset Management
Washington
-$178K -1,049 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.