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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
TFA
2626
Trinity Financial Advisors
Ohio
$333K -$13.5K -100 -4%
EWM
2627
Elevatus Welath Management
New York
$332K -$19.8K -147 -6%
RC
2628
Rexford Capital
Texas
$332K +$338K +2,511 New
MCWA
2629
Meadow Creek Wealth Advisors
Georgia
$331K -$6.87K -51 -2%
HA
2630
Hofer & Associates
California
$331K -$117K -866 -26%
SSA
2631
Sierra Summit Advisors
Nevada
$331K -$6.74K -50 -2%
TAM
2632
Tucker Asset Management
Colorado
$331K -$17.4K -129 -5%
TC
2633
TradeLink Capital
Illinois
$330K +$337K +2,500 New
Harris Associates
2634
Harris Associates
Illinois
$329K +$336K +2,495 New
ACM
2635
Aurdan Capital Management
Pennsylvania
$329K
CA
2636
Claris Advisors
Missouri
$329K +$41.5K +308 +14%
NRG
2637
Nemes Rush Group
Michigan
$328K -$109K -811 -25%
AFW
2638
Avantra Family Wealth
Pennsylvania
$328K +$135 +1 +0%
SWG
2639
Summit Wealth Group
Vermont
$328K +$16.6K +123 +5%
GAB
2640
German American Bancorp
Indiana
$327K +$26.3K +195 +9%
MFA
2641
McClarren Financial Advisors
Pennsylvania
$327K -$51.7K -384 -13%
DC
2642
DeDora Capital
California
$327K -$22.9K -170 -6%
RIM
2643
Reliant Investment Management
Tennessee
$326K
TA
2644
TFB Advisors
Kansas
$325K -$19K -141 -5%
WAM
2645
WFA Asset Management
Wisconsin
$325K +$3.64K +27 +1%
VAF
2646
Values Added Financial
District of Columbia
$324K +$94.2K +699 +40%
PCA
2647
Purkiss Capital Advisors
Connecticut
$323K +$330K +2,450 New
CNBOF
2648
City National Bank of Florida
Florida
$323K +$44.2K +328 +15%
CTWM
2649
Cherry Tree Wealth Management
Minnesota
$323K -$5.25K -39 -2%
ATC
2650
Advantage Trust Company
Kansas
$322K

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.