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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
HFM
526
Harvest Fund Management
China
$13.6M +$1.52M +10,233 +13%
HR
527
Howe & Rusling
New York
$13.6M +$2.1M +14,124 +18%
DT
528
Diversified Trust
Tennessee
$13.6M +$3.05M +20,503 +29%
SAM
529
Sawgrass Asset Management
Florida
$13.5M -$528K -3,548 -4%
CCM
530
Cohen Capital Management
California
$13.5M
NCM
531
Nearwater Capital Markets
Ireland
$13.5M +$13.4M +90,000 New
CIA
532
CCM Investment Advisers
South Carolina
$13.5M +$3.09M +20,781 +30%
GI
533
Gradient Investments
Minnesota
$13.5M -$64.4K -433 -0.5%
GT
534
Greenleaf Trust
Michigan
$13.4M -$237K -1,591 -2%
IEFM
535
IQ EQ Fund Management
Ireland
$13.4M +$410K +2,754 +3%
GVAG
536
Great Valley Advisor Group
Delaware
$13.3M -$3.11M -20,907 -19%
JC
537
Jacobs & Co
California
$13.2M +$163K +1,098 +1%
VCM
538
Violich Capital Management
California
$13.2M -$148K -995 -1%
GT
539
Glenview Trust
Kentucky
$13M -$129K -869 -1%
NPT
540
National Philanthropic Trust
Pennsylvania
$13M -$6.25K -42 -0%
CL
541
Choreo LLC
Illinois
$12.9M -$799K -5,369 -6%
Connor, Clark & Lunn Investment Management (CC&L)
542
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.9M +$11.6M +77,617 +921%
AAM
543
Advisors Asset Management
Colorado
$12.9M -$1.15M -7,729 -8%
MHIC
544
Marble Harbor Investment Counsel
Massachusetts
$12.9M -$40.6K -273 -0.3%
FBB
545
Fulton Breakefield Broenniman
Maryland
$12.8M -$288K -1,938 -2%
FPAS
546
Focus Partners Advisor Solutions
Missouri
$12.8M +$598K +4,019 +5%
VCAM
547
Van Cleef Asset Management
Ohio
$12.8M -$66.2K -445 -0.5%
CI Investments Inc
548
CI Investments Inc
Ontario, Canada
$12.8M +$2.06M +13,841 +19%
WC
549
Woodstock Corp
Massachusetts
$12.8M -$368K -2,473 -3%
ANBT
550
American National Bank & Trust
Texas
$12.7M +$8.61M +57,840 +213%

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.