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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
CA
426
Callahan Advisors
Texas
$19M +$3.13M +21,061 +20%
BCM
427
Bridgeway Capital Management
Texas
$19M +$872K +5,861 +5%
SI
428
Stephens Inc
Arkansas
$19M +$5.52M +37,119 +41%
WT
429
Whittier Trust
California
$18.9M -$1.19M -8,008 -6%
VPIM
430
Vanguard Personalized Indexing Management
California
$18.9M +$2.3M +15,453 +14%
SSWM
431
Smith Salley Wealth Management
North Carolina
$18.8M +$315K +2,119 +2%
PFS
432
Prospera Financial Services
Texas
$18.8M +$1.47M +9,869 +9%
LA
433
LBP AM
France
$18.8M -$4.77M -32,080 -20%
DDPIC
434
Deroy & Devereaux Private Investment Counsel
Michigan
$18.7M -$152K -1,021 -0.8%
PCIA
435
Prime Capital Investment Advisors
Kansas
$18.6M +$1.51M +10,116 +9%
TCOV
436
Trust Company of Vermont
Vermont
$18.3M +$17.9K +120 +0.1%
OAC
437
OMERS Administration Corp
Ontario, Canada
$18.2M -$518K -3,479 -3%
AI
438
Atria Investments
North Carolina
$18.2M +$2.93M +19,666 +19%
HI
439
Hendershot Investments
Virginia
$18.1M +$854K +5,737 +5%
VW
440
Vantage Wealth
California
$18.1M +$2.16M +14,505 +14%
SFM
441
Stack Financial Management
Montana
$18.1M -$128K -857 -0.7%
BPWM
442
Badgley Phelps Wealth Managers
Washington
$18M +$35.6K +239 +0.2%
RC
443
RBO & Co
California
$17.8M +$85K +571 +0.5%
GHA
444
GW Henssler & Associates
Georgia
$17.8M +$175K +1,177 +1%
OPERF
445
Oregon Public Employees Retirement Fund
Oregon
$17.7M +$40.2K +270 +0.2%
OAM
446
Oppenheimer Asset Management
New York
$17.6M +$7.17M +48,149 +70%
EPIM
447
Evelyn Partners Investment Management
$17.6M -$1.94M -13,048 -10%
MC
448
Miramar Capital
Illinois
$17.5M +$171K +1,146 +1%
QI
449
QV Investors
Alberta, Canada
$17.5M +$3.17M +21,290 +22%
AIMCA
450
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$17.4M -$2.12M -14,253 -11%

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.