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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
AA
2551
Alesco Advisors
New York
$370K -$14.4K -107 -4%
DMC
2552
Drexel Morgan & Co
Pennsylvania
$370K
MFG
2553
Midwest Financial Group
Kansas
$369K +$14.5K +108 +4%
DOA
2554
D'Orazio & Associates
Virginia
$369K -$12K -89 -3%
CSPIA
2555
Cary Street Partners Investment Advisory
Virginia
$369K -$30K -223 -7%
CFG
2556
Copley Financial Group
California
$369K -$23.6K -175 -6%
CW
2557
Code Waechter
Florida
$367K -$51.2K -380 -12%
FCFC
2558
First Commonwealth Financial Corp
Pennsylvania
$366K -$31.4K -233 -8%
SRA
2559
Secured Retirement Advisors
Minnesota
$366K +$110K +817 +42%
EA
2560
Everpar Advisors
Oklahoma
$365K -$101K -748 -21%
FSA
2561
Financial Security Advisor
Virginia
$365K +$8.22K +61 +2%
AWS
2562
Arkfeld Wealth Strategies
Nebraska
$364K +$13.5K +100 +4%
PW
2563
PUREfi Wealth
Massachusetts
$361K -$83.4K -619 -18%
WWMSC
2564
Wagner Wealth Management (South Carolina)
South Carolina
$361K -$51.5K -382 -12%
KCP
2565
Kera Capital Partners
California
$360K +$368K +2,730 New
PDL
2566
Portfolio Design Labs
California
$360K -$26.5K -197 -7%
DLCIG
2567
D.L. Carlson Investment Group
New Hampshire
$360K -$58.5K -434 -14%
ACM
2568
Arcataur Capital Management
Wisconsin
$360K -$674 -5 -0.2%
MFC
2569
Morris Financial Concepts
South Carolina
$359K -$288K -2,138 -44%
SFA
2570
Souders Financial Advisors
Ohio
$359K -$388K -2,881 -51%
RCYC
2571
Richard C. Young & Co
Rhode Island
$358K +$136K +1,009 +59%
WFA
2572
Websterrogers Financial Advisors
South Carolina
$357K
TAM
2573
Trillium Asset Management
Massachusetts
$357K +$808 +6 +0.2%
BWP
2574
Balboa Wealth Partners
Arizona
$357K +$20.5K +152 +6%
BCM
2575
Bluefin Capital Management
New York
$357K +$364K +2,700 New

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.