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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
CCMINC
951
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.83M +$77.8K +523 +2%
SPC
952
Sigma Planning Corp
Michigan
$4.81M +$124K +835 +3%
NEI
953
Northwest & Ethical Investments
Ontario, Canada
$4.8M +$1.41M +9,467 +42%
BG
954
Bollard Group
Massachusetts
$4.79M +$54.5K +366 +1%
FCM
955
Fieldview Capital Management
Michigan
$4.79M -$856K -5,753 -15%
KFGK
956
Keystone Financial Group (Kentucky)
Kentucky
$4.78M +$2.16M +14,504 +83%
RCM
957
RB Capital Management
Nevada
$4.78M -$11.6K -78 -0.2%
ANTB
958
AMG National Trust Bank
Colorado
$4.78M +$32.7K +220 +0.7%
AG
959
Ascent Group
Virginia
$4.77M -$654K -4,393 -12%
EF
960
Exeter Financial
Arizona
$4.75M +$607K +4,080 +15%
NP
961
NorthRock Partners
Minnesota
$4.73M +$363K +2,439 +8%
FTWA
962
Fifth Third Wealth Advisors
Ohio
$4.73M +$784K +5,269 +20%
VCA
963
Verdence Capital Advisors
Maryland
$4.72M -$68.2K -458 -1%
EFS
964
Essex Financial Services
Connecticut
$4.72M -$33.3K -224 -0.7%
TCA
965
Transcend Capital Advisors
New Jersey
$4.71M +$241K +1,619 +5%
EAMA
966
EFG Asset Management (Americas)
Florida
$4.7M -$615K -4,131 -12%
HSA
967
HBK Sorce Advisory
Pennsylvania
$4.7M +$948K +6,369 +25%
MBTD
968
Mechanics Bank - Trust Department
California
$4.7M +$358K +2,405 +8%
PAM
969
Pegasus Asset Management
New York
$4.69M +$213K +1,428 +5%
OIM
970
Opus Investment Management
Massachusetts
$4.68M
BKA
971
Brick & Kyle Associates
Pennsylvania
$4.67M -$40.8K -274 -0.9%
MS
972
Marshall & Sullivan
Washington
$4.66M +$29.8K +200 +0.6%
AC
973
Asio Capital
Kentucky
$4.66M +$101K +681 +2%
RGC
974
Roberts, Glore & Co
Illinois
$4.65M -$39.7K -267 -0.9%
RPC
975
Rossmore Private Capital
Connecticut
$4.65M +$399K +2,683 +9%

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.