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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
PAM
501
Palisade Asset Management
Minnesota
$15.3M +$446K +2,999 +3%
EWM
502
Evercore Wealth Management
New York
$15.2M -$1.62M -10,893 -10%
WP
503
Woodline Partners
California
$15.2M +$5.53M +37,164 +58%
AWAG
504
ARS Wealth Advisors Group
Florida
$15.1M -$107K -722 -0.7%
ACA
505
Anchor Capital Advisors
Massachusetts
$15.1M -$119K -798 -0.8%
PL
506
Parthenon LLC
Kentucky
$15.1M -$57.8K -388 -0.4%
VCM
507
Voleon Capital Management
California
$15M +$3.81M +25,576 +34%
EMPI
508
Elo Mutual Pension Insurance
Finland
$15M -$3.76M -25,275 -20%
CIA
509
Concurrent Investment Advisors
Florida
$15M +$1.3M +8,740 +10%
AF
510
Ally Financial
Michigan
$14.8M +$2.53M +17,000 +21%
AAIS
511
ABN AMRO Investment Solutions
$14.8M +$1.76M +11,824 +14%
UB
512
UMB Bank
Missouri
$14.7M -$1.83M -12,319 -11%
SCI
513
S&CO Inc
Massachusetts
$14.7M -$824K -5,537 -5%
Ninety One (UK)
514
Ninety One (UK)
United Kingdom
$14.6M +$1.07M +7,166 +8%
TBA
515
Tower Bridge Advisors
Pennsylvania
$14.6M +$246K +1,650 +2%
MG
516
Markel Group
Virginia
$14.4M
Lido Advisors
517
Lido Advisors
California
$14.3M +$1.02M +6,825 +8%
SSA
518
South Street Advisors
New York
$14.2M +$2.92M +19,637 +26%
CIM
519
Coleford Investment Management
Canada
$14.1M -$258K -1,735 -2%
KRS
520
Kentucky Retirement Systems
Kentucky
$14.1M -$72.6K -488 -0.5%
FNFDCM
521
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$13.9M -$3.27K -22 -0%
CTA
522
Colonial Trust Advisors
South Carolina
$13.9M +$472K +3,169 +4%
WTC
523
WhitTier Trust Company
Nevada
$13.9M -$1.26M -8,448 -8%
HIC
524
Harvey Investment Company
Kentucky
$13.7M -$345K -2,320 -2%
JMFC
525
J.M. Forbes & Co
Massachusetts
$13.7M +$330K +2,219 +2%

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.