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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
NGA
1076
Naples Global Advisors
Florida
$3.85M +$111K +747 +3%
NC
1077
NovaPoint Capital
Georgia
$3.85M +$118K +794 +3%
MAS
1078
Meeder Advisory Services
Ohio
$3.84M +$9.23K +62 +0.2%
HI
1079
Horizon Investments
North Carolina
$3.83M +$134K +898 +4%
VPI
1080
Value Partners Investments
Manitoba, Canada
$3.83M +$3.8M +25,510 New
Hudson Bay Capital Management
1081
Hudson Bay Capital Management
Connecticut
$3.83M -$78.1M -524,552 -95%
BSA
1082
Braun Stacey Associates
New York
$3.83M -$13.4K -90 -0.4%
TCWA
1083
Turtle Creek Wealth Advisors
Texas
$3.82M +$3.79M +25,450 New
BMA
1084
Brooks Moore & Associates
Tennessee
$3.8M +$5.06K +34 +0.1%
PMG
1085
ProVise Management Group
Florida
$3.8M +$567K +3,811 +18%
FPB
1086
First PREMIER Bank
South Dakota
$3.79M -$72.5K -487 -2%
BCFS
1087
Butensky & Cohen Financial Security
Florida
$3.79M +$1.21M +8,162 +48%
MC
1088
Machina Capital
France
$3.78M +$2.63M +17,674 +234%
HSA
1089
Hussman Strategic Advisors
Maryland
$3.78M +$1.25M +8,400 +50%
AT
1090
American Trust
Kentucky
$3.77M -$884K -5,941 -19%
Aristotle Capital Management
1091
Aristotle Capital Management
California
$3.77M -$16.4K -110 -0.4%
KCPG
1092
Kavar Capital Partners Group
Kansas
$3.77M +$39.9K +268 +1%
WA
1093
WBH Advisory
Maryland
$3.77M -$58.9K -396 -2%
CAM
1094
Close Asset Management
United Kingdom
$3.77M -$1.12M -7,501 -23%
TCM
1095
Twin Capital Management
Pennsylvania
$3.76M -$228K -1,534 -6%
HAS
1096
HBW Advisory Services
California
$3.76M +$193K +1,297 +5%
RSWM
1097
Robertson Stephens Wealth Management
California
$3.76M -$546K -3,670 -13%
PP
1098
Pacifica Partners
Canada
$3.75M +$677K +4,548 +23%
DEA
1099
DoubleLine ETF Adviser
Florida
$3.73M -$1.18M -7,918 -24%
TPWA
1100
TRUE Private Wealth Advisors
Oregon
$3.72M -$9.68K -65 -0.3%

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.