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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
CMP
876
Coston McIsaac & Partners
Maine
$5.66M +$322K +2,164 +6%
IAM
877
Infusive Asset Management
New York
$5.66M +$855K +5,743 +18%
PWM
878
Perigon Wealth Management
California
$5.66M +$197K +1,325 +4%
BCCM
879
Bridge Creek Capital Management
Massachusetts
$5.65M +$27.5K +185 +0.5%
FNBTCON
880
First National Bank & Trust Co of Newtown
Pennsylvania
$5.65M -$78K -524 -1%
TAM
881
Taurus Asset Management
New York
$5.62M -$20.1K -135 -0.4%
SG
882
StoneX Group
New York
$5.6M -$156K -1,051 -3%
PMIA
883
Patrick Mauro Investment Advisor
Illinois
$5.6M +$1.06M +7,143 +24%
JHCP
884
Jackson Hole Capital Partners
Oklahoma
$5.6M +$90.6K +609 +2%
MOS
885
MGO One Seven
Ohio
$5.58M +$519K +3,490 +10%
GIM
886
Grassi Investment Management
California
$5.58M
NAM
887
NTV Asset Management
West Virginia
$5.55M -$65K -437 -1%
JWM
888
JGP Wealth Management
Oregon
$5.52M -$103K -690 -2%
BFW
889
Brady Family Wealth
Missouri
$5.52M -$294K -1,974 -5%
PFA
890
Pathway Financial Advisers
Indiana
$5.51M +$89.9K +604 +2%
RBC
891
Romano Brothers & Co
Illinois
$5.51M +$95.4K +641 +2%
SCP
892
Shorepoint Capital Partners
Massachusetts
$5.5M +$367K +2,464 +7%
WAS
893
Wealth Advisory Solutions
Indiana
$5.5M +$5.2M +34,936 +2,017%
DWM
894
Destination Wealth Management
California
$5.5M -$228K -1,535 -4%
FFWA
895
FRG Family Wealth Advisors
Washington
$5.48M -$192K -1,290 -3%
HCM
896
Howard Capital Management
Georgia
$5.46M -$799K -5,366 -13%
VF
897
Virtu Financial
New York
$5.45M +$152K +1,024 +3%
ISB
898
Iowa State Bank
Iowa
$5.42M -$731K -4,910 -12%
ACM
899
Ayrshire Capital Management
Connecticut
$5.4M -$115K -776 -2%
WP
900
WealthPLAN Partners
Nebraska
$5.4M +$107K +716 +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.