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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
NIM
601
Northeast Investment Management
Massachusetts
$11.1M -$1.98M -13,321 -15%
B
602
Bailard
California
$11.1M +$314K +2,107 +3%
BFS
603
Bard Financial Services
Connecticut
$11.1M +$447K +3,000 +4%
GA
604
GFS Advisors
Texas
$11.1M +$145K +975 +1%
DJSG
605
D.J. St. Germain
Massachusetts
$11.1M -$518K -3,483 -5%
VA
606
Vident Advisory
Georgia
$11M +$5.97M +40,142 +121%
MGP
607
Metis Global Partners
California
$11M +$768K +5,157 +8%
TRCT
608
Tower Research Capital (TRC)
New York
$11M -$7.71M -51,804 -40%
MLL
609
Moody Lynn & Lieberson
Massachusetts
$10.9M -$4.89M -32,844 -31%
AWS
610
Atria Wealth Solutions
New York
$10.9M -$2.99M -20,104 -22%
SAM
611
Securian Asset Management
Minnesota
$10.9M -$170K -1,140 -2%
JA
612
JLB & Associates
Michigan
$10.8M +$26.2K +176 +0.2%
SWP
613
Stratos Wealth Partners
Ohio
$10.8M -$788K -5,293 -7%
WANY
614
Wealthspire Advisors (New York)
New York
$10.8M +$5.37M +36,079 +101%
BCP
615
Blue Chip Partners
Michigan
$10.8M +$1.67M +11,189 +18%
FG
616
Fiduciary Group
Georgia
$10.7M -$204K -1,371 -2%
1832 Asset Management
617
1832 Asset Management
Ontario, Canada
$10.7M -$2.1M -14,094 -17%
CAG
618
Crestwood Advisors Group
Massachusetts
$10.7M -$542K -3,641 -5%
WF
619
WoodTrust Financial
Wisconsin
$10.6M +$1.47M +9,864 +16%
NPPM
620
North Point Portfolio Managers
Ohio
$10.6M +$148K +996 +1%
CI
621
CX Institutional
Indiana
$10.6M +$3.99M +26,812 +61%
ERP
622
Eldred Rock Partners
Texas
$10.6M +$966K +6,487 +10%
AWM
623
Axxcess Wealth Management
California
$10.6M +$29.5K +198 +0.3%
SC
624
SouthState Corp
Florida
$10.5M +$3.28M +22,067 +46%
TIM
625
Thompson Investment Management
Wisconsin
$10.5M +$5.44M +36,549 +109%

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.