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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
AAM
826
AR Asset Management
California
$6.33M
ATPW
827
Ashton Thomas Private Wealth
Arizona
$6.32M +$114K +764 +2%
SCA
828
Stokes Capital Advisors
South Carolina
$6.31M -$65.9K -443 -1%
HVIA
829
Hudson Valley Investment Advisors
New York
$6.3M +$64.6K +434 +1%
IIC
830
Ironwood Investment Counsel
Arizona
$6.3M -$58.3K -392 -0.9%
FTA
831
Financial & Tax Architects
Missouri
$6.3M +$532K +3,573 +9%
BTI
832
Blue Trust Inc
Georgia
$6.28M -$119K -800 -2%
RB
833
Rodgers Brothers
Pennsylvania
$6.27M +$1.11M +7,485 +22%
PBC
834
Pavion Blue Capital
California
$6.26M +$93.2K +626 +2%
I
835
InvesTrust
Oklahoma
$6.25M +$65.6K +441 +1%
OHIS
836
Oak Harvest Investment Services
Texas
$6.21M +$222K +1,489 +4%
NAS
837
Nicolet Advisory Services
Wisconsin
$6.2M +$296K +1,989 +5%
CCT
838
Chemung Canal Trust
New York
$6.17M -$200K -1,342 -3%
SP
839
Stablepoint Partners
Massachusetts
$6.15M +$718K +4,827 +13%
VST
840
Van Strum & Towne
California
$6.14M +$47.3K +318 +0.8%
CT
841
Colonial Trust
South Carolina
$6.14M +$4.32K +29 +0.1%
BCM
842
Buckhead Capital Management
Georgia
$6.11M +$108K +725 +2%
IFG
843
Independent Financial Group
California
$6.1M +$394K +2,647 +7%
CIA
844
Capital Investment Advisors
Georgia
$6.1M +$109K +730 +2%
AFG
845
Albion Financial Group
Utah
$6.09M +$222K +1,493 +4%
TMAM
846
Tokio Marine Asset Management
Japan
$6.09M +$342K +2,300 +6%
SCM
847
Stonebridge Capital Management
California
$6.08M -$501K -3,365 -8%
MCWS
848
McKinley Carter Wealth Services
West Virginia
$6.06M -$2.68K -18 -0%
CSI
849
Clark & Stuart Inc
Maine
$6.05M +$1.66M +11,186 +38%
MCM
850
Mengis Capital Management
Oregon
$6.03M +$765K +5,142 +15%

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.