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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
EW
801
Evoke Wealth
California
$6.79M -$795K -5,342 -11%
MTC
802
McDaniel Terry & Co
Texas
$6.79M -$20.4M -136,870 -75%
LOIM
803
Liberty One Investment Management
Illinois
$6.76M -$14.7M -98,910 -69%
JWCA
804
J.W. Cole Advisors
Florida
$6.73M +$3.23M +21,718 +94%
MSFP
805
Mark Sheptoff Financial Planning
Connecticut
$6.73M -$154K -1,035 -2%
NCM
806
Narwhal Capital Management
Georgia
$6.72M -$1.91M -12,818 -22%
FAM
807
Fred Alger Management
New York
$6.68M +$5.07M +34,049 +324%
DWA
808
Douglass Winthrop Advisors
New York
$6.66M -$360K -2,419 -5%
BCV
809
Banque Cantonale Vaudoise
Switzerland
$6.64M +$6.59M +44,283 New
CBTWT
810
Community Bank & Trust (Waco, Texas)
Texas
$6.64M -$78.4K -527 -1%
IMCOOI
811
Investment Management Corp of Ontario (IMCO)
Canada
$6.6M +$6.55M +44,013 New
GAM
812
Gotham Asset Management
New York
$6.57M -$4.47M -30,064 -41%
MMA
813
Miracle Mile Advisors
California
$6.56M +$71.3K +479 +1%
AA
814
ALPS Advisors
Colorado
$6.55M +$116K +780 +2%
A
815
Allianz
Germany
$6.54M -$64K -430 -1%
NMIMC
816
Northwestern Mutual Investment Management Company
Wisconsin
$6.54M +$8.63K +58 +0.1%
PCM
817
Parsons Capital Management
Rhode Island
$6.53M -$3.15M -21,143 -33%
DFG
818
Demars Financial Group
Washington
$6.5M +$5.71M +38,368 +4%
HL
819
HeadInvest LLC
Maine
$6.47M -$170K -1,145 -3%
HAG
820
HighPoint Advisor Group
Illinois
$6.44M -$245K -1,648 -3%
BP
821
BNP Paribas
France
$6.4M -$1.46M -9,808 -19%
SCM
822
SKBA Capital Management
California
$6.37M +$654K +4,395 +12%
BIAS
823
Beacon Investment Advisory Services
New Jersey
$6.37M +$1.7M +11,440 +37%
CUAMC
824
China Universal Asset Management Company
China
$6.36M +$1.37M +9,177 +28%
AC
825
Allstate Corporation
Illinois
$6.34M +$195K +1,310 +3%

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.