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
VC
851
Vestor Capital
Illinois
$6.01M -$124K -833 -2%
EH
852
Equitable Holdings
New York
$6M -$80.2K -539 -1%
KRSITF
853
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6M -$2.13M -14,314 -26%
AAIM
854
American Assets Investment Management
California
$5.97M
NRS
855
Neville Rodie & Shaw
New York
$5.96M -$841K -5,650 -12%
LCP
856
LGT Capital Partners
Switzerland
$5.96M -$5.6M -37,648 -49%
WS
857
Wedbush Securities
California
$5.94M -$131K -881 -2%
FMI
858
F/M Investments
District of Columbia
$5.93M -$1.07M -7,172 -15%
DWM
859
Diversify Wealth Management
Utah
$5.9M +$1.27M +8,507 +24%
FSG
860
Financial Strategies Group
Michigan
$5.89M +$1.82M +12,201 +42%
BFG
861
Bleakley Financial Group
New Jersey
$5.88M +$740K +4,973 +15%
FFA
862
Farther Finance Advisors
California
$5.86M +$1.52M +10,187 +35%
IBOK
863
Independence Bank of Kentucky
Kentucky
$5.86M -$139K -936 -2%
EIA
864
Eastover Investment Advisors
North Carolina
$5.85M +$63.9K +429 +1%
RDWM
865
Red Door Wealth Management
Tennessee
$5.85M +$531K +3,566 +10%
PSP
866
Principal Street Partners
Tennessee
$5.84M +$881K +5,919 +18%
PL
867
Parkwood LLC
Ohio
$5.83M +$507K +3,404 +10%
HFS
868
Hantz Financial Services
Michigan
$5.81M -$159K -1,071 -3%
Fidelity International
869
Fidelity International
Bermuda
$5.77M -$74K -497 -1%
DFCM
870
Dark Forest Capital Management
Puerto Rico
$5.74M +$5.34M +35,859 +1,499%
NC
871
NewSquare Capital
Pennsylvania
$5.72M +$17.1K +115 +0.3%
AMG
872
Asset Management Group
Connecticut
$5.72M +$104K +696 +2%
JAG
873
Journey Advisory Group
Kentucky
$5.72M +$1.35M +9,062 +31%
CNBTD
874
Citizens National Bank Trust Department
Mississippi
$5.71M +$153K +1,030 +3%
CWM
875
Congress Wealth Management
Massachusetts
$5.66M +$1.91M +12,805 +51%

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.