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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
MOACM
376
Mutual of America Capital Management
New York
$23.9M -$724K -4,866 -3%
TAM
377
Tocqueville Asset Management
New York
$23.7M -$10.3M -69,130 -30%
PAG
378
Private Advisor Group
New Jersey
$23.6M -$1.58M -10,613 -6%
ST
379
Sabal Trust
Florida
$23.5M +$572K +3,843 +3%
MWM
380
Modera Wealth Management
New Jersey
$23.3M -$743K -4,990 -3%
SCM
381
Sone Capital Management
New York
$23.1M +$3.12M +20,950 +16%
VV
382
Verity & Verity
South Carolina
$22.9M +$13.2M +88,416 +137%
ABC
383
Associated Banc-Corp
Wisconsin
$22.7M -$871K -5,855 -4%
SDJVC
384
St. Denis J. Villere & Co
Louisiana
$22.6M -$346K -2,323 -2%
FNF
385
Fidelity National Financial
Florida
$22.5M
BAM
386
Berkshire Asset Management
Pennsylvania
$22.5M -$102K -687 -0.4%
CFP
387
Cascade Financial Partners
California
$22.4M +$897K +6,029 +4%
EB
388
Eastern Bank
Massachusetts
$22.1M -$730K -4,904 -3%
Pacer Advisors
389
Pacer Advisors
Pennsylvania
$21.9M -$6.69M -44,963 -24%
MYAM
390
Meiji Yasuda Asset Management
Japan
$21.8M +$1.58M +10,611 +8%
SPIA
391
Steward Partners Investment Advisory
New York
$21.8M +$447K +3,004 +2%
First Manhattan
392
First Manhattan
New York
$21.7M +$4.58M +30,778 +27%
HIMC
393
Heritage Investors Management Corp
Maryland
$21.6M +$1.82M +12,205 +9%
BCI
394
Brinker Capital Investments
Pennsylvania
$21.3M +$1.78M +11,931 +9%
OPS
395
Orion Portfolio Solutions
Nebraska
$21.3M +$1.78M +11,931 +9%
FNBOO
396
First National Bank of Omaha
Nebraska
$21.2M -$336K -2,255 -2%
CSIC
397
Clifford Swan Investment Counsel
California
$21.1M +$3.88M +26,059 +23%
CS
398
Cannell & Spears
New York
$21M -$967K -6,494 -4%
RC
399
Randolph Company
Ohio
$20.9M -$57K -383 -0.3%
HWM
400
HB Wealth Management
Georgia
$20.9M +$5.6M +37,629 +37%

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.