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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
O
1001
Ossiam
France
$4.37M -$6.62M -44,464 -60%
SW
1002
Simplicity Wealth
New Jersey
$4.36M +$3.26M +21,873 +304%
QCG
1003
Quadrant Capital Group
Ohio
$4.35M +$2.03M +13,651 +89%
LJHT
1004
Laurie J. Hall Trustee
$4.35M -$353K -2,372 -8%
PF
1005
Phoenix Financial
Israel
$4.33M -$352K -2,365 -8%
MC
1006
Middleton & Co
Massachusetts
$4.33M +$547K +3,676 +15%
CHC
1007
City Holding Co
West Virginia
$4.33M -$269K -1,806 -6%
UF
1008
Univest Financial
Pennsylvania
$4.31M +$175K +1,174 +4%
BA
1009
Baugh & Associates
Georgia
$4.28M -$5.36K -36 -0.1%
JFGIW
1010
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.26M +$51.9K +349 +1%
PHS
1011
Pekin Hardy Strauss
Illinois
$4.26M -$20.5K -138 -0.5%
HNWAG
1012
High Net Worth Advisory Group
Florida
$4.26M -$23.8K -160 -0.6%
LRIC
1013
Long Road Investment Counsel
Michigan
$4.24M
FIM
1014
Fruth Investment Management
Texas
$4.24M -$15.3K -103 -0.4%
GCM
1015
Garland Capital Management
Washington
$4.24M -$113K -760 -3%
SF
1016
Summit Financial
New Jersey
$4.24M +$320K +2,151 +8%
WC
1017
Westhampton Capital
North Carolina
$4.23M +$27.5K +185 +0.7%
OSNBOA
1018
Old Second National Bank of Aurora
Illinois
$4.22M +$129K +867 +3%
HCM
1019
Horrell Capital Management
Arkansas
$4.21M +$25.7K +173 +0.6%
MMM
1020
Mendel Money Management
Illinois
$4.2M +$595 +4 +0%
NS
1021
NBC Securities
Alabama
$4.19M +$4.15M +27,913 +111,652%
CCIA
1022
Campbell & Co Investment Adviser
Maryland
$4.19M +$3.13M +21,012 +304%
SCM
1023
Spring Capital Management
Texas
$4.18M +$178K +1,194 +4%
BGC
1024
Beutel, Goodman & Co
Ontario, Canada
$4.16M +$3.99M +26,825 +2,981%
CIA
1025
Covington Investment Advisors
Pennsylvania
$4.14M +$388K +2,606 +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.