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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
Asset Management One
151
Asset Management One
Japan
$94.6M +$3.25M +21,859 +4%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$94.4M +$916K +6,154 +1%
Neuberger Berman Group
153
Neuberger Berman Group
New York
$93.2M +$25.6M +171,676 +38%
BCWM
154
Bartlett & Co Wealth Management
Ohio
$92.7M -$1.99M -13,357 -2%
D.E. Shaw & Co
155
D.E. Shaw & Co
New York
$92.5M +$42M +282,497 +84%
PI
156
PineBridge Investments
New York
$92.5M -$2.57M -17,259 -3%
ZIM
157
Zacks Investment Management
Illinois
$92M +$3.04M +20,408 +3%
IG
158
ING Group
Netherlands
$90.8M +$12.8M +85,820 +17%
Creative Planning
159
Creative Planning
Kansas
$90.5M +$7.19M +48,315 +9%
DC
160
Davenport & Co
Virginia
$90M +$6.92M +46,515 +8%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$89.1M +$665K +4,468 +0.8%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$89.1M -$5.46M -36,710 -6%
CIBC Asset Management
163
CIBC Asset Management
Ontario, Canada
$88.5M +$6.56M +44,045 +8%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$88.3M +$9.65M +64,858 +12%
Capital Fund Management (CFM)
165
Capital Fund Management (CFM)
France
$85.8M +$59.4M +399,293 +231%
CS
166
Clear Street
New York
$85.5M
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
$85.2M -$2.87M -19,271 -3%
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
$83.6M -$2.13M -14,293 -3%
WF
169
Welch & Forbes
Massachusetts
$83.4M -$1.07M -7,208 -1%
SO
170
STRS Ohio
Ohio
$82M -$2.44M -16,417 -3%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$80.8M +$4.54M +30,497 +6%
Axa
172
Axa
France
$80.2M +$6.84M +45,986 +9%
RAM
173
Resona Asset Management
Japan
$80.2M +$6.07M +40,810 +8%
FI
174
Focused Investors
California
$80M -$2.71M -18,200 -3%
William Blair & Company
175
William Blair & Company
Illinois
$79.5M -$4.21M -28,262 -5%

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.