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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
PMWMG
976
Parr McKnight Wealth Management Group
Minnesota
$4.63M +$34.2K +230 +0.8%
M
977
MOTCO
Texas
$4.61M -$301K -2,020 -6%
MJRIC
978
Mogy Joel R Investment Counsel
California
$4.6M -$5.91M -39,708 -56%
GI
979
GAMMA Investing
California
$4.59M +$999K +6,712 +28%
AAM
980
Azzad Asset Management
Virginia
$4.56M +$4.53M +30,443 New
IC
981
Inscription Capital
Texas
$4.55M +$3.87M +26,013 New
HFM
982
Hartford Financial Management
Connecticut
$4.55M -$25.2K -169 -0.6%
CAM
983
Costello Asset Management
Pennsylvania
$4.54M +$519K +3,485 +13%
BHC
984
Bowen Hanes & Co
Florida
$4.53M -$1.55M -10,400 -26%
ET
985
Equitable Trust
Tennessee
$4.53M -$256K -1,718 -5%
LFAS
986
Level Four Advisory Services
Texas
$4.52M -$165K -1,110 -4%
SFO
987
Stokes Family Office
Louisiana
$4.51M -$494K -3,317 -10%
SAM
988
SP Asset Management
California
$4.5M +$44.9K +302 +1%
FCM
989
Fourpath Capital Management
Oklahoma
$4.5M -$8.48K -57 -0.2%
PIMJS
990
PKO Investment Management Joint-Stock
Poland
$4.5M +$4.47M +30,000 New
VIM
991
VELA Investment Management
Ohio
$4.5M +$1.85M +12,463 +71%
HZ
992
Hixon Zuercher
Ohio
$4.49M +$628K +4,221 +16%
ST
993
Spinnaker Trust
Maine
$4.48M -$149K -998 -3%
HAC
994
Harbor Advisory Corp
New Hampshire
$4.47M
CRIG
995
Charter Research & Investment Group
Connecticut
$4.43M -$4.46K -30 -0.1%
ACM
996
Altrius Capital Management
North Carolina
$4.41M +$511K +3,431 +13%
PWP
997
Principle Wealth Partners
Connecticut
$4.4M -$14.7K -99 -0.3%
KWMG
998
King Wealth Management Group
Florida
$4.39M -$121K -813 -3%
ERIC
999
Eagle Rock Investment Company
Georgia
$4.38M +$321K +2,158 +8%
PDM
1000
Penn Davis McFarland
Texas
$4.37M +$98.2K +660 +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.