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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
LFA
3576
Legend Financial Advisors
Pennsylvania
-$108K -711 Closed
CJ
3577
Caitlin John
Michigan
-$103K -676 Closed
EFP
3578
EnRich Financial Partners
Wisconsin
-$91.8K -603 Closed
EBA
3579
Eagle Bay Advisors
New York
-$81K -527 Closed
TCM
3580
Tributary Capital Management
Nebraska
-$76.3K -502 Closed
DRP
3581
Decker Retirement Planning
Utah
-$76K -500 Closed
FIA
3582
FNY Investment Advisers
New York
-$76K -500 Closed
VAG
3583
VisionPoint Advisory Group
Texas
-$63.4K -422 Closed
CIAM
3584
Caitong International Asset Management
Hong Kong
-$61.4K -404 Closed
PCWA
3585
Pacific Capital Wealth Advisors
California
-$54.6K -359 Closed
TCG
3586
Transcendent Capital Group
Oklahoma
-$50.5K -332 Closed
DP
3587
Denver PWM
Colorado
-$41.5K -273 Closed
MFG
3588
Mendota Financial Group
Wisconsin
-$41.1K -270 Closed
HI
3589
Human Investing
Oregon
-$38.6K -254 Closed
SSG
3590
Summit Securities Group
New York
-$32.8K -216 Closed
MRP
3591
Measured Risk Portfolios
California
-$31.3K -206 Closed
UOTTAIMCU
3592
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$21.9K -144 Closed
AS
3593
Altshuler Shaham
Israel
-$20.5K -135 Closed
SMAM
3594
Sugar Maple Asset Management
Wisconsin
-$18.7K -123 Closed
SC
3595
Stance Capital
Massachusetts
-$17.3K -114 Closed
PWM
3596
Parkworth Wealth Management
California
-$9.73K -64 Closed
FLP
3597
Financial Life Planners
Arizona
-$7.61K -50 Closed
CIM
3598
Contravisory Investment Management
Massachusetts
-$4.87K -32 Closed
CF
3599
Conquis Financial
California
-$3.8K -25 Closed
FA
3600
Fedenia Advisers
Wisconsin
-$3.8K -25 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.