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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
AWM
2651
Ariadne Wealth Management
California
$322K +$291K +2,157 New
MAFA
2652
MJT & Associates Financial Advisory
Minnesota
$322K -$13.5K -100 -4%
VAG
2653
VisionPoint Advisory Group
Texas
$322K +$328K +2,436 New
LWA
2654
Ledgewood Wealth Advisors
New Hampshire
$322K
FAN
2655
Financial Advisors Network
California
$321K +$57.9K +430 +21%
PP
2656
Pingora Partners
Wyoming
$321K
CRI
2657
Colonial River Investments
Virginia
$321K -$36.5K -271 -10%
NAMM
2658
NorthStar Asset Management (Massachusetts)
Massachusetts
$321K +$14.5K +108 +5%
WWA
2659
Wingate Wealth Advisors
Massachusetts
$321K +$12K +89 +4%
SWM
2660
SK Wealth Management
Rhode Island
$319K +$10.1K +75 +3%
SFO
2661
Stenger Family Office
Illinois
$319K +$301K +2,235 New
RTC
2662
Riverview Trust Company
Washington
$319K -$20.5K -152 -6%
PFA
2663
Petra Financial Advisors
Colorado
$319K -$9.29K -69 -3%
WMA
2664
West Michigan Advisors
Michigan
$319K -$10.2K -76 -3%
HBS
2665
Howard Bailey Securities
Indiana
$318K -$32.1K -238 -9%
PWM
2666
Purus Wealth Management
California
$318K +$325K +2,410 New
RWM
2667
Rialto Wealth Management
New York
$318K +$4.85K +36 +2%
CCM
2668
Cobler Capital Management
Kansas
$318K +$304K +2,256 New
SWIM
2669
Smallwood Wealth Investment Management
New Jersey
$317K +$808 +6 +0.3%
NEWAS
2670
N.E.W. Advisory Services
Wisconsin
$316K -$48.4K -359 -13%
EAM
2671
Evanson Asset Management
California
$316K +$126K +937 +64%
BOS
2672
Bank of Stockton
California
$316K -$2.29K -17 -0.7%
I2I
2673
Insight 2811 Inc
Illinois
$316K +$6.6K +49 +2%
CIA
2674
Compass Ion Advisors
Pennsylvania
$315K -$4.85K -36 -1%
WLPWM
2675
Walled Lake Planning & Wealth Management
Illinois
$315K +$404 +3 +0.1%

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.