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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
CCM
701
Coldstream Capital Management
Washington
$8.6M -$489K -3,284 -5%
BJL
702
Brighton Jones LLC
Washington
$8.59M -$309K -2,074 -3%
MWM
703
Marietta Wealth Management
Georgia
$8.59M +$1.39M +9,335 +19%
MGP
704
M&G plc
United Kingdom
$8.56M -$2.38M -15,965 -22%
CPCM
705
Cardinal Point Capital Management
Ontario, Canada
$8.52M +$8.45M +56,795 New
VFA
706
Valeo Financial Advisors
Indiana
$8.51M +$838K +5,627 +7%
NPT
707
Nixon Peabody Trust
Massachusetts
$8.5M -$4.76M -31,980 -36%
BHWM
708
Bar Harbor Wealth Management
New Hampshire
$8.48M -$627K -4,214 -7%
CLOS
709
Compagnie Lombard Odier SCmA
Switzerland
$8.48M -$2.23K -15 -0%
TF
710
Talbot Financial
Washington
$8.42M +$156K +1,050 +2%
MKC
711
M. Kraus & Co
Vermont
$8.41M +$102K +683 +1%
PP
712
Patten & Patten
Tennessee
$8.39M -$133K -891 -2%
OIA
713
OneDigital Investment Advisors
Kansas
$8.39M -$451K -3,028 -5%
PJSIMP
714
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.38M -$28K -188 -0.3%
RRAM
715
River Road Asset Management
Kentucky
$8.34M +$763K +5,124 +10%
MCM
716
Mattern Capital Management
Colorado
$8.31M +$326K +2,193 +4%
MWM
717
Meridian Wealth Management
Kentucky
$8.29M +$190K +1,274 +2%
HAI
718
Hennessy Advisors Inc
California
$8.28M +$3.8M +25,500 +86%
DAS
719
Dynamic Advisor Solutions
Arizona
$8.27M +$1.16M +7,785 +16%
APF
720
Alaska Permanent Fund
Alaska
$8.26M
WCF
721
West Coast Financial
California
$8.26M -$406K -2,728 -5%
HCM
722
Hutner Capital Management
Vermont
$8.18M +$110K +742 +1%
PNC
723
Park National Corp
Ohio
$8.16M -$1.36M -9,109 -14%
LS
724
Livforsakringsbolaget Skandia
Sweden
$8.14M
TW
725
TritonPoint Wealth
Maryland
$8.1M +$175K +1,175 +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.