We are live on ! Find out more
PEP icon

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
MA
776
Mutual Advisors
Nebraska
$7.19M +$2.89M +19,424 +56%
AHC
777
Adell Harriman & Carpenter
Texas
$7.19M -$2.05M -13,801 -22%
AIM
778
Achmea Investment Management
Netherlands
$7.18M -$750K -5,040 -10%
ST
779
Smithfield Trust
Pennsylvania
$7.17M -$796K -5,350 -10%
LI
780
Lafayette Investments
Maryland
$7.17M +$541K +3,638 +8%
ADEF
781
Adams Diversified Equity Fund
Maryland
$7.17M
NAAA
782
New Age Alpha Advisors
New York
$7.15M +$4.19M +28,133 +144%
BHWA
783
Beacon Harbor Wealth Advisors
Virginia
$7.14M +$3.29M +22,132 +87%
ECM
784
Evergreen Capital Management
Washington
$7.14M +$5.08M +34,123 +253%
EF
785
Empirical Finance
Pennsylvania
$7.12M +$90.8K +610 +1%
FPTW
786
Franklin, Parlapiano, Turner & Welch
Texas
$7.1M +$273K +1,831 +4%
RMAM
787
Raab & Moskowitz Asset Management
New Jersey
$7.08M +$82.5K +554 +1%
SGI
788
Summit Global Investments
Utah
$7.07M +$6.51M +43,719 +1,271%
GIP
789
Granite Investment Partners
California
$7.04M -$70K -470 -1%
DIA
790
Dean Investment Associates
Ohio
$7.04M -$208K -1,396 -3%
UBP
791
Union Bancaire Privee
Switzerland
$7.02M -$2.05M -13,742 -21%
SC
792
Searle & Co
Connecticut
$6.99M -$148K -996 -2%
WCM
793
Whitener Capital Management
North Carolina
$6.98M +$317K +2,132 +5%
ZBNA
794
Zions Bancorporation, National Association
Utah
$6.95M +$6.9M +46,365 New
HAIM
795
Hunter Associates Investment Management
Pennsylvania
$6.91M -$326K -2,193 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
796
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.88M +$5.33M +35,843 +357%
LRPA
797
L. Roy Papp & Associates
Arizona
$6.85M -$75K -504 -1%
Kayne Anderson Rudnick Investment Management
798
Kayne Anderson Rudnick Investment Management
California
$6.85M -$4.97M -33,415 -42%
GIC
799
Generali Investments CEE
Czech Republic
$6.84M -$108K -727 -2%
PVI
800
Pine Valley Investments
New Jersey
$6.8M +$110K +736 +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.