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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
GIM
576
Goelzer Investment Management
Indiana
$11.8M -$65.3K -439 -0.6%
SIS
577
Sound Income Strategies
Florida
$11.8M +$10.9M +73,474 +1,371%
LMIM
578
Lockheed Martin Investment Management
Maryland
$11.8M -$277K -1,860 -2%
GIBU
579
Gulf International Bank (UK)
United Kingdom
$11.8M -$4.21M -28,258 -26%
AAM
580
Auxier Asset Management
Oregon
$11.8M
CWG
581
Cornerstone Wealth Group
North Carolina
$11.7M +$906K +6,090 +8%
SCA
582
Snowden Capital Advisors
New York
$11.7M +$2M +13,452 +21%
MFG
583
Merit Financial Group
Georgia
$11.7M +$1.85M +12,406 +19%
WIA
584
World Investment Advisors
California
$11.7M +$609K +4,089 +6%
FMI
585
Factory Mutual Insurance
Massachusetts
$11.5M
FCMC
586
Founders Capital Management (Connecticut)
Connecticut
$11.5M +$52.1K +350 +0.5%
MF
587
Magnetar Financial
Illinois
$11.5M +$11.4M +76,635 New
WIM
588
WealthPlan Investment Management
Nebraska
$11.5M +$526K +3,532 +5%
FVWA
589
Foster Victor Wealth Advisors
South Carolina
$11.5M +$701K +4,709 +6%
DP
590
Dearborn Partners
Illinois
$11.4M -$364K -2,445 -3%
MIA
591
MainStreet Investment Advisors
Illinois
$11.4M -$489K -3,288 -4%
Holocene Advisors
592
Holocene Advisors
New York
$11.3M -$158M -1,060,827 -93%
SIG
593
Sky Investment Group
Connecticut
$11.3M -$82.3K -553 -0.7%
RMC
594
Resources Management Corp
Connecticut
$11.3M +$155K +1,044 +1%
CCWM
595
Cassaday & Co Wealth Management
Virginia
$11.2M -$80.8K -543 -0.7%
GC
596
Grimes & Company
Massachusetts
$11.2M +$326K +2,188 +3%
VIM
597
Vinva Investment Management
Australia
$11.2M -$39.4K -265 -0.4%
HTIM
598
Harbour Trust & Investment Management
Indiana
$11.2M -$595K -3,997 -5%
ET
599
Entropy Technologies
New York
$11.2M +$10.2M +68,660 +1,183%
AUB
600
Atlantic Union Bankshares
Virginia
$11.1M -$1.17M -7,881 -10%

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.