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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
PTC
1051
Private Trust Company
Ohio
$3.94M -$622K -4,178 -14%
SSW
1052
Stone Summit Wealth
Florida
$3.94M +$165K +1,111 +4%
OAM
1053
Occidental Asset Management
California
$3.94M +$320K +2,149 +9%
Two Sigma Investments
1054
Two Sigma Investments
New York
$3.93M -$87.6M -588,438 -96%
ACM
1055
Alpha Capital Management
Texas
$3.93M +$204K +1,369 +6%
BIG
1056
Builder Investment Group
Georgia
$3.92M +$3.72K +25 +0.1%
PI
1057
PGGM Investments
Netherlands
$3.92M +$1.39M +9,369 +56%
LCAM
1058
London & Capital Asset Management
United Kingdom
$3.92M -$18M -120,857 -82%
PL
1059
Plancorp LLC
Missouri
$3.91M +$222K +1,490 +6%
CRI
1060
Commonwealth Retirement Investments
Virginia
$3.91M -$112K -753 -3%
HWM
1061
Hohimer Wealth Management
Washington
$3.9M +$682K +4,581 +21%
CWS
1062
Confluence Wealth Services
Pennsylvania
$3.9M +$230K +1,543 +6%
SHFA
1063
SS&H Financial Advisors
Michigan
$3.9M -$42.1K -283 -1%
BFO
1064
Biltmore Family Office
North Carolina
$3.89M +$14.9K +100 +0.4%
SAM
1065
Smithbridge Asset Management
Pennsylvania
$3.89M +$3.86M +25,961 New
HKIM
1066
Hayek Kallen Investment Management
Alabama
$3.89M +$9.97K +67 +0.3%
SRC
1067
Shufro Rose & Co
New York
$3.88M -$12.2K -82 -0.3%
KFP
1068
KMG Fiduciary Partners
Ohio
$3.87M +$41.4K +278 +1%
GIA
1069
Gladstone Institutional Advisory
Florida
$3.86M +$636K +4,276 +20%
FCH
1070
Freestone Capital Holdings
Washington
$3.86M -$205K -1,380 -5%
AWCI
1071
Alpine Woods Capital Investors
New York
$3.86M +$59.2K +398 +2%
SWM
1072
SeaCrest Wealth Management
New York
$3.86M -$76.7K -515 -2%
BFA
1073
Bill Few Associates
Pennsylvania
$3.86M +$34.4K +231 +0.9%
MMG
1074
Monetary Management Group
Missouri
$3.86M -$89.3K -600 -2%
OCBCO
1075
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.85M +$287K +1,927 +8%

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.