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PepsiCo
PEP

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: 3,477 → 3,422 (-55)

5% less funds holding in top 10

Funds holding in top 10: 63 → 60 (-3)

Holders
3,422
Holders Change
-55
Holders Change %
-1.58%
% of All Funds
45.86%
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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$684M
2
Bank of America
Bank of America
North Carolina
+$544M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$269M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$268M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$264M

Top Sellers

Rank Fund Capital Flow
1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$861M
2
Amundi
Amundi
France
-$438M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$380M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$294M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$291M
Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1251
Aspiriant LLC
California
$2.84M +$132K +890 +5%
GM
1252
GeoWealth Management
Illinois
$2.84M -$294K -1,975 -9%
LNB
1253
Ledyard National Bank
$2.83M -$213K -1,434 -7%
MP
1254
McDonald Partners
Ohio
$2.83M +$4.02K +27 +0.1%
ATFA
1255
All Terrain Financial Advisors
Minnesota
$2.83M -$86.9K -584 -3%
GI
1256
GS Investments
Minnesota
$2.83M +$9.53K +64 +0.3%
IA
1257
Integrity Alliance
Iowa
$2.79M +$2.39M +16,034 +626%
PCM
1258
Poehling Capital Management
Wisconsin
$2.79M +$1.16M +7,820 +73%
MFFIA
1259
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.78M +$156K +1,051 +6%
VA
1260
Valmark Advisers
Ohio
$2.78M +$105K +708 +4%
MSAM
1261
Moloney Securities Asset Management
Missouri
$2.77M +$146K +982 +6%
CWM
1262
Cordatus Wealth Management
Pennsylvania
$2.77M +$71.7K +482 +3%
FAP
1263
Financial Advisory Partners
Florida
$2.76M +$12.2K +82 +0.4%
PT
1264
Plimoth Trust
Massachusetts
$2.76M +$170K +1,139 +7%
CCG
1265
Chatham Capital Group
Georgia
$2.75M -$512K -3,438 -16%
PPA
1266
Pacific Point Advisors
California
$2.74M +$127K +856 +5%
AIM
1267
Aigen Investment Management
New York
$2.74M +$2.43M +16,330 +840%
EBT
1268
Enterprise Bank & Trust
Massachusetts
$2.74M -$41.7K -280 -2%
PWC
1269
PYA Waltman Capital
Tennessee
$2.73M +$191K +1,283 +8%
MWM
1270
Modern Wealth Management
Kansas
$2.73M +$924K +6,211 +52%
LAM
1271
Lummis Asset Management
Texas
$2.71M +$1.11M +7,483 +66%
TA
1272
TFG Advisers
Michigan
$2.71M +$13.2K +89 +0.5%
ESB
1273
Essex Savings Bank
Connecticut
$2.71M -$309K -2,078 -10%
LA
1274
LVW Advisors
New York
$2.71M -$177K -1,191 -6%
SMC
1275
Smith, Moore & Co
Missouri
$2.7M +$149K +999 +6%
49 50
51
52 53

PEP Hedge Fund Activity: Q1 2025 in Review

3,422 of the 7,462 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.