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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
AssetMark Inc
676
AssetMark Inc
California
$9.24M +$820K +5,511 +10%
SAM
677
Shell Asset Management
Netherlands
$9.22M -$370K -2,484 -4%
NSIM
678
North Star Investment Management
Illinois
$9.21M -$1.93M -12,985 -17%
BMC
679
Benin Management Corp
Connecticut
$9.2M -$101K -678 -1%
KLWA
680
Kelly Lawrence W & Associates
California
$9.19M +$37.2K +250 +0.4%
FMC
681
First Merchants Corp
Indiana
$9.18M -$620K -4,166 -6%
EOJOAM
682
E. Ohman J:or Asset Management
Sweden
$9.13M -$243K -1,630 -3%
BDA
683
Borer Denton & Associates
Pennsylvania
$9.13M -$220K -1,475 -2%
PWW
684
Pettyjohn Wood & White
Virginia
$8.98M -$229K -1,540 -3%
ACM
685
Academy Capital Management
Texas
$8.97M -$4.21M -28,284 -32%
EPIMS
686
Evelyn Partners Investment Management Services
$8.97M +$399K +2,684 +5%
IIM
687
INTECH Investment Management
Florida
$8.96M -$1.71M -11,477 -16%
CRC
688
Curi RMB Capital
Illinois
$8.96M -$3.62M -24,315 -29%
CNB
689
Camden National Bank
Maine
$8.95M -$45.2K -304 -0.5%
ALMGDA
690
AG2R La Mondiale Gestion d'Actifs
France
$8.91M +$10.1M +67,813 New
CIC
691
Cutler Investment Counsel
Oregon
$8.82M -$255K -1,711 -3%
LW
692
Linscomb Wealth
Texas
$8.82M +$293K +1,967 +3%
TFA
693
Toth Financial Advisory
Virginia
$8.82M +$149K +1,002 +2%
PI
694
PFG Investments
New York
$8.81M +$338K +2,272 +4%
FNT
695
First National Trust
Pennsylvania
$8.72M -$1.49M -9,994 -15%
JCM
696
Jacobi Capital Management
Pennsylvania
$8.67M +$372K +2,498 +5%
CCFCSB
697
Cape Cod Five Cents Savings Bank
Massachusetts
$8.67M
EGM
698
Engineers Gate Manager
New York
$8.66M +$2.44M +16,409 +40%
CB
699
Cadence Bank
Mississippi
$8.63M -$1.09M -7,293 -11%
SSWM
700
Sheets Smith Wealth Management
North Carolina
$8.6M -$61.6K -414 -0.7%

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.