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
NWM
926
Northcape Wealth Management
New York
$5.11M -$2.38K -16 -0%
LAM
927
Lountzis Asset Management
Pennsylvania
$5.11M -$46.4K -312 -0.8%
TCM
928
Tufton Capital Management
Maryland
$5.11M -$65.5K -440 -1%
CG
929
Caprock Group
Idaho
$5.09M +$869K +5,839 +21%
SF
930
Slagle Financial
Illinois
$5.08M +$45.2K +304 +0.9%
SFG
931
SevenBridge Financial Group
Pennsylvania
$5.07M -$1.13M -7,604 -16%
KIC
932
Kensington Investment Counsel
California
$5.03M +$4.99M +33,547 New
BHPW
933
Beverly Hills Private Wealth
California
$5.01M +$758K +5,093 +18%
ELC
934
Edgar Lomax Company
Virginia
$5.01M +$4.97M +33,415 New
CAL
935
Capital Analysts LLC
Pennsylvania
$5.01M +$772K +5,190 +18%
FCT
936
Family Capital Trust
Massachusetts
$5M
PWP
937
Private Wealth Partners
California
$5M -$187K -1,259 -4%
CWM
938
Compass Wealth Management
Connecticut
$4.99M +$151K +1,014 +3%
FPCP
939
Fort Point Capital Partners
California
$4.98M -$215K -1,446 -4%
HBT
940
Hills Bank & Trust
Iowa
$4.97M -$86.2K -579 -2%
SVWAG
941
Sound View Wealth Advisors Group
Georgia
$4.97M +$12.5K +84 +0.3%
SWM
942
Spire Wealth Management
Virginia
$4.94M +$2.08M +13,979 +74%
RC
943
Roundview Capital
New Jersey
$4.94M -$665K -4,466 -12%
SFS
944
Sowell Financial Services
Arkansas
$4.94M +$136K +917 +3%
FMWA
945
Forvis Mazars Wealth Advisors
Missouri
$4.93M +$125K +839 +3%
CT
946
Caldwell Trust
Florida
$4.92M -$332K -2,232 -6%
PCTC
947
Perkins Coie Trust Company
Washington
$4.89M +$15.5K +104 +0.3%
OL
948
one8zero8 LLC
North Carolina
$4.89M -$2.59M -17,370 -35%
NHT
949
New Hampshire Trust
New Hampshire
$4.84M -$175K -1,177 -4%
CIG
950
Cullen Investment Group
Louisiana
$4.83M -$552K -3,710 -10%

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.