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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
CAM
651
Carret Asset Management
New York
$9.82M -$23.1K -155 -0.2%
BRCM
652
Bright Rock Capital Management
Massachusetts
$9.75M +$2.98M +20,000 +44%
AA
653
Ancora Advisors
Ohio
$9.74M -$226K -1,520 -2%
SB
654
Simmons Bank
Arkansas
$9.74M -$434K -2,915 -4%
WGC
655
Watts Gwilliam & Co
Arizona
$9.74M -$15.5K -104 -0.2%
BFA
656
Bragg Financial Advisors
North Carolina
$9.71M +$445K +2,992 +5%
VVP
657
Venture Visionary Partners
Ohio
$9.68M +$147K +985 +2%
KOCAA
658
Knights of Columbus Asset Advisors
Connecticut
$9.68M -$3.66M -24,573 -28%
GIA
659
GHP Investment Advisors
Colorado
$9.67M -$192K -1,287 -2%
MSRPS
660
Maryland State Retirement & Pension System
Maryland
$9.64M -$1.46M -9,816 -13%
NMERB
661
New Mexico Educational Retirement Board
New Mexico
$9.61M -$208K -1,400 -2%
FNT
662
First Nebraska Trust
Nebraska
$9.61M +$419K +2,813 +5%
WAS
663
Wesleyan Assurance Society
United Kingdom
$9.6M -$44.7K -300 -0.5%
DWM
664
Dakota Wealth Management
Florida
$9.6M -$2.61M -17,541 -22%
BFO
665
Boston Family Office
Massachusetts
$9.59M +$576K +3,871 +6%
AIA
666
Allied Investment Advisors
Montana
$9.58M +$1.15M +7,755 +14%
NCM
667
Novare Capital Management
North Carolina
$9.54M -$93K -625 -1%
HT
668
Headlands Technologies
Illinois
$9.53M +$9.46M +63,576 New
UBV
669
United Bank (Virginia)
Virginia
$9.49M +$8.66M +58,207 +1,149%
CA
670
Cornerstone Advisors
North Carolina
$9.48M -$1.93M -13,000 -17%
SCA
671
Sage Capital Advisors
South Dakota
$9.37M +$3.63M +24,408 +64%
CB
672
Community Bank
New York
$9.36M -$41.5K -279 -0.4%
FC
673
FORA Capital
Florida
$9.35M -$5.09M -34,194 -35%
First Eagle Investment Management
674
First Eagle Investment Management
New York
$9.25M -$98.4K -661 -1%
SSB
675
Sandy Spring Bank
Maryland
$9.24M -$142K -956 -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.