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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
CIC
1026
Chilton Investment Company
Connecticut
$4.13M -$1.35M -9,102 -25%
CA
1027
Cullinan Associates
Kentucky
$4.12M +$164K +1,100 +4%
BP
1028
Ballentine Partners
Massachusetts
$4.12M -$162K -1,089 -4%
IWA
1029
Icon Wealth Advisors
Texas
$4.11M -$214K -1,438 -5%
HW
1030
Hancock Whitney
Mississippi
$4.1M -$1.32M -8,879 -24%
UHC
1031
Union Heritage Capital
Michigan
$4.09M
NEAM
1032
New England Asset Management
Connecticut
$4.09M +$323K +2,170 +9%
TCOO
1033
Trust Company of Oklahoma
Oklahoma
$4.08M -$155K -1,040 -4%
SIG
1034
Stonegate Investment Group
Alabama
$4.06M +$197K +1,321 +5%
AMM
1035
American Money Management
California
$4.06M +$34.5K +232 +0.9%
PMFA
1036
Plante Moran Financial Advisors
Michigan
$4.04M -$12.2K -82 -0.3%
AAMA
1037
Advanced Asset Management Advisors
Ohio
$4.04M
LCM
1038
LVM Capital Management
Michigan
$4.04M -$112K -750 -3%
BMC
1039
Beaton Management Company
Massachusetts
$4.03M -$29.8K -200 -0.7%
MCC
1040
Money Concepts Capital
Florida
$4.03M -$286K -1,924 -7%
TPCW
1041
TD Private Client Wealth
New York
$4.03M +$96.7K +650 +2%
LWANC
1042
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.02M +$60.4K +406 +2%
LIM
1043
Leavell Investment Management
Alabama
$4.02M -$158K -1,059 -4%
HCM
1044
Hall Capital Management
Rhode Island
$4.01M +$156K +1,049 +4%
S
1045
SignatureFD
Georgia
$3.99M +$141K +947 +4%
PA
1046
Procyon Advisors
Connecticut
$3.99M -$562K -3,773 -12%
VWM
1047
Valley Wealth Managers
New Jersey
$3.98M +$1.1M +7,359 +38%
MIP
1048
Marietta Investment Partners
Wisconsin
$3.98M
PJWM
1049
Philip James Wealth Mangement
Georgia
$3.98M +$2.73M +18,327 +224%
IHL
1050
Investment House LLC
California
$3.97M -$618K -4,152 -14%

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.