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PepsiCo

3,320 hedge funds and large institutions have $137B invested in PepsiCo in 2025 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,311 increasing their positions, 1,508 reducing their positions, and 240 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% less ownership

Funds ownership: 75.18%75.12% (-0.05%)

3% less funds holding

Funds holding: 3,4213,320 (-101)

11% less capital invested

Capital invested by funds: $154B → $137B (-$17.7B)

13% less repeat investments, than reductions

Existing positions increased: 1,311 | Existing positions reduced: 1,508

14% less call options, than puts

Call options by funds: $2.78B | Put options by funds: $3.21B

23% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 240

25% less funds holding in top 10

Funds holding in top 10: 6045 (-15)

Holders
3,320
Holders Change
-101
Holders Change %
-2.95%
% of All Funds
43.71%
Holding in Top 10
45
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-25%
% of All Funds
0.59%
New
186
Increased
1,311
Reduced
1,508
Closed
240
Calls
$2.78B
Puts
$3.21B
Net Calls
-$437M
Net Calls Change
-$625M
Name Holding Trade Value Shares
Change
Change in
Stake
OF
2476
Optimize Financial
California
$402K -$2.69K -20 -0.7%
USWIA
2477
UP Strategic Wealth Investment Advisors
Pennsylvania
$402K -$174K -1,293 -30%
FCM
2478
Family Capital Management
Michigan
$401K +$409K +3,039 New
AWA
2479
Adapt Wealth Advisors
Georgia
$401K
UWS
2480
Unique Wealth Strategies
Illinois
$400K +$38.1K +283 +10%
VWM
2481
Vigilare Wealth Management
Arizona
$399K -$343K -2,543 -46%
BP
2482
BBR Partners
New York
$399K -$2.96K -22 -0.7%
AWP
2483
Ascent Wealth Partners
New York
$399K -$1.85M -13,715 -82%
LAM
2484
Lewis Asset Management
California
$398K +$407K +3,018 New
MC
2485
Montag & Caldwell
Georgia
$397K
CFA
2486
Cahill Financial Advisors
Minnesota
$397K +$86.8K +644 +27%
EBSAM
2487
Eubel Brady & Suttman Asset Management
Ohio
$397K +$1.35K +10 +0.3%
CWMGO
2488
Capstone Wealth Management Group (Oregon)
Oregon
$397K +$2.56K +19 +0.6%
CWA
2489
Crux Wealth Advisors
California
$396K +$148K +1,096 +58%
BFA
2490
Brown Financial Advisors
Ohio
$396K -$3.23K -24 -0.8%
DCA
2491
DSG Capital Advisors
Minnesota
$396K -$4.58K -34 -1%
GCM
2492
Graver Capital Management
Ohio
$396K
MWA
2493
Martel Wealth Advisors
Washington
$396K
ZAM
2494
Zevin Asset Management
Massachusetts
$395K
DL
2495
DOHJ LLC
Washington
$395K +$374K +2,775 New
TWM
2496
Thrive Wealth Management
Pennsylvania
$394K -$3.23K -24 -0.8%
AIA
2497
AssuredPartners Investment Advisors
Florida
$394K -$656K -4,871 -62%
SOS
2498
Silver Oak Securities
Tennessee
$393K -$27.5K -204 -6%
SGK
2499
Steigerwald Gordon & Koch
Virginia
$392K -$19.5K -145 -5%
SAM
2500
Secure Asset Management
Michigan
$392K +$27.5K +204 +7%

PEP Hedge Fund Activity: Q2 2025 in Review

3,320 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2025, worth a combined $137B — down 11% from $154B a quarter earlier.

Sellers outnumbered buyers: 240 funds closed out of PEP and 186 opened new positions — a net loss of 54 holders — while 1,508 trimmed existing stakes and 1,311 added.

The largest buyer was Barclays, adding an estimated $440M. The largest seller was Bank of America, cutting an estimated $898M.

  • 3,320 institutional investors held PepsiCo (PEP) as of Q2 2025, down from 3,421 in Q1 2025.
  • Funds reported $137B of PepsiCo stock for Q2 2025, down 11% quarter-over-quarter.
  • 186 funds opened new PepsiCo positions in Q2 2025 and 240 closed out, a net change of -54 holders.
  • The largest PepsiCo buyer in Q2 2025 was Barclays, an estimated $440M added.
  • The largest PepsiCo seller in Q2 2025 was Bank of America, an estimated $898M sold.

Based on aggregated 13F filings for Q2 2025.