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
CAC
901
Core Alternative Capital
Georgia
$5.39M -$1.22M -8,192 -19%
IAN
902
Integrated Advisors Network
Texas
$5.36M +$2.75M +18,489 +107%
HCM
903
Howland Capital Management
Massachusetts
$5.35M -$236K -1,587 -4%
FHA
904
First Horizon Advisors
Tennessee
$5.33M -$3.99M -26,798 -43%
CICC
905
Capital Investment Counsel (Colorado)
Colorado
$5.31M -$3.42K -23 -0.1%
BA
906
Bristlecone Advisors
Washington
$5.31M +$1.38M +9,278 +35%
PAS
907
Park Avenue Securities
New York
$5.3M -$16.4K -110 -0.3%
DK
908
DJE Kapital
Germany
$5.3M +$1.04M +6,985 +25%
BEAM
909
Baker Ellis Asset Management
Washington
$5.3M +$46K +309 +0.9%
WAM
910
Wallington Asset Management
Indiana
$5.29M -$10.4K -70 -0.2%
DWT
911
Dorsey & Whitney Trust
South Dakota
$5.29M +$94.2K +633 +2%
NW
912
NewEdge Wealth
Pennsylvania
$5.28M -$145K -973 -3%
WIC
913
Woodmont Investment Counsel
Tennessee
$5.28M -$487K -3,271 -8%
GWM
914
Geneos Wealth Management
Colorado
$5.27M +$2.96M +19,918 +131%
DIM
915
DLK Investment Management
California
$5.26M -$216K -1,450 -4%
BRM
916
Boston Research & Management
Massachusetts
$5.26M +$22.2K +149 +0.4%
PA
917
Parallel Advisors
California
$5.22M -$293K -1,971 -5%
SCM
918
Schnieders Capital Management
California
$5.2M +$203K +1,365 +4%
AC
919
Addison Capital
Pennsylvania
$5.17M -$79.5K -534 -2%
FNA
920
First National Advisers
Nebraska
$5.16M +$106K +713 +2%
CIG
921
CCM Investment Group
Minnesota
$5.16M +$1.18M +7,958 +30%
TI
922
TrueMark Investments
Illinois
$5.15M +$527K +3,539 +11%
IWM
923
IHT Wealth Management
Illinois
$5.15M +$1.28M +8,630 +34%
AAA
924
Adams Asset Advisors
Texas
$5.13M +$1.12M +7,522 +28%
VCM
925
Vivaldi Capital Management
Illinois
$5.13M +$4.58M +30,749 +892%

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.