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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
WPP
751
Whalerock Point Partners
Rhode Island
$7.64M +$331K +2,224 +5%
ECM
752
Everence Capital Management
Indiana
$7.62M -$781K -5,250 -9%
PIM
753
Plato Investment Management
Australia
$7.62M -$537K -3,608 -7%
CC
754
Courier Capital
New York
$7.61M +$102K +684 +1%
FC
755
Fulcrum Capital
Washington
$7.58M +$13.1K +88 +0.2%
TA
756
Tectonic Advisors
Texas
$7.55M +$801K +5,382 +12%
VAS
757
Valicenti Advisory Services
New York
$7.53M +$86.9K +584 +1%
CC
758
Chicago Capital
Illinois
$7.52M +$321K +2,155 +4%
BP
759
Baypointe Partners
Connecticut
$7.5M +$7.44M +50,000 New
RWA
760
River Wealth Advisors
Pennsylvania
$7.42M -$424K -2,850 -5%
BFG
761
Berger Financial Group
Minnesota
$7.41M +$5.54M +37,197 +304%
BCM
762
Brookstone Capital Management
Illinois
$7.41M +$3.4M +22,824 +86%
UH
763
Unigestion Holding
Switzerland
$7.39M -$12.2M -81,740 -62%
WW
764
Windle Wealth
Oklahoma
$7.37M +$1.08M +7,234 +17%
EGA
765
Eagle Global Advisors
Texas
$7.36M -$256K -1,719 -3%
JRP
766
Jasper Ridge Partners
California
$7.35M -$595 -4 -0%
FWCM
767
Ferguson Wellman Capital Management
Oregon
$7.35M +$366K +2,458 +5%
MSS
768
Mitchell Sinkler & Starr
Pennsylvania
$7.34M +$165K +1,107 +2%
LIM
769
Letson Investment Management
Georgia
$7.34M -$38.7K -260 -0.5%
CW
770
CreativeOne Wealth
Kansas
$7.3M +$465K +3,124 +7%
ECM
771
Eisler Capital Management
United Kingdom
$7.29M -$4.89M -32,883 -40%
LWP
772
LMG Wealth Partners
Louisiana
$7.29M +$221K +1,483 +3%
MGIA
773
Moneta Group Investment Advisors
Missouri
$7.29M -$239K -1,606 -3%
AMBIA
774
Allen Mooney & Barnes Investment Advisors
Georgia
$7.24M +$415K +2,786 +6%
NNPTE
775
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$7.24M +$6.61M +44,397 +1,138%

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.