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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
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$20.9M +$1.79M +12,054 +9%
IIM
402
Intact Investment Management
Quebec, Canada
$20.8M +$2.44M +16,400 +13%
PA
403
Pinnacle Associates
New York
$20.8M +$371K +2,492 +2%
MAA
404
Matrix Asset Advisors
New York
$20.7M +$11M +73,645 +114%
NP
405
NS Partners
United Kingdom
$20.6M +$134K +902 +0.7%
CIS
406
Connors Investor Services
Pennsylvania
$20.6M -$103K -694 -0.5%
OC
407
Oppenheimer & Co
New York
$20.5M -$2.57M -17,278 -11%
AWM
408
Apollon Wealth Management
South Carolina
$20.4M -$836K -5,616 -4%
CA
409
Commerzbank Aktiengesellschaft
Germany
$20.4M -$3.3M -22,196 -14%
NAM
410
NorthCrest Asset Manangement
Minnesota
$20.3M +$858K +5,762 +4%
EAM
411
Erste Asset Management
Austria
$20.2M -$5.69M -38,201 -22%
CIA
412
Choate Investment Advisors
Massachusetts
$20.2M -$1.14M -7,658 -5%
ACM
413
Argent Capital Management
Missouri
$20.1M -$892K -5,994 -4%
TCM
414
Telos Capital Management
California
$20.1M +$1.02M +6,880 +5%
CCM
415
Coerente Capital Management
Ontario, Canada
$20M +$92.3K +620 +0.5%
CIC
416
Carnegie Investment Counsel
Ohio
$19.8M -$4.84M -32,513 -19%
HC
417
Henshaw Capital
Massachusetts
$19.6M
GGI
418
Godsey & Gibb Inc
Virginia
$19.5M +$1.9M +12,789 +11%
AF
419
Avanza Fonder
Sweden
$19.4M -$2.19M -14,734 -10%
IC
420
IEQ Capital
California
$19.3M +$3.71M +24,904 +24%
WTA
421
Washington Trust Advisors
Massachusetts
$19.2M -$893 -6 -0%
HPG
422
Harvest Portfolios Group
Ontario, Canada
$19.2M +$2.48M +16,653 +15%
CFC
423
Cincinnati Financial Corp
Ohio
$19.1M
KCM
424
Kanawha Capital Management
Virginia
$19.1M -$12.9K -87 -0.1%
CIC
425
Crawford Investment Counsel
Georgia
$19M +$2.66M +17,856 +16%

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.