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PepsiCo

3,312 hedge funds and large institutions have $142B invested in PepsiCo in 2025 Q3 according to their latest regulatory filings, with 207 funds opening new positions, 1,385 increasing their positions, 1,401 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 161

4% more capital invested

Capital invested by funds: $137B → $142B (+$5.41B)

0% less funds holding

Funds holding: 3,3203,312 (-8)

1% less repeat investments, than reductions

Existing positions increased: 1,385 | Existing positions reduced: 1,401

1.2% less ownership

Funds ownership: 75.12%73.92% (-1.2%)

16% less funds holding in top 10

Funds holding in top 10: 4538 (-7)

31% less call options, than puts

Call options by funds: $2.67B | Put options by funds: $3.87B

Holders
3,312
Holders Change
-8
Holders Change %
-0.24%
% of All Funds
43.46%
Holding in Top 10
38
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-15.56%
% of All Funds
0.5%
New
207
Increased
1,385
Reduced
1,401
Closed
161
Calls
$2.67B
Puts
$3.87B
Net Calls
-$1.2B
Net Calls Change
-$764M
Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
2651
Smallwood Wealth Investment Management
New Jersey
$336K -$857 -6 -0.2%
WLPWM
2652
Walled Lake Planning & Wealth Management
Illinois
$336K +$428 +3 +0.1%
CWA
2653
Consilio Wealth Advisors
Washington
$336K +$73.4K +514 +27%
MSA
2654
Marathon Strategic Advisors
Pennsylvania
$335K +$68.4K +479 +25%
CTWM
2655
Cherry Tree Wealth Management
Minnesota
$334K -$9.57K -67 -3%
GAB
2656
German American Bancorp
Indiana
$334K -$14.9K -104 -4%
EWS
2657
Eagle Wealth Strategies
New Jersey
$333K -$1.57K -11 -0.5%
NRG
2658
Nemes Rush Group
Michigan
$333K -$16.6K -116 -5%
RFS
2659
Richardson Financial Services
Massachusetts
$333K -$111K -777 -26%
BWS
2660
Broadway Wealth Solutions
Texas
$333K -$23.6K -165 -7%
SDWMA
2661
Schneider Downs Wealth Management Advisors
Pennsylvania
$332K +$51.3K +359 +18%
TFP
2662
Tilia Fiduciary Partners
North Carolina
$332K -$106K -741 -24%
VC
2663
Vicus Capital
Pennsylvania
$331K -$106K -745 -24%
RTC
2664
Real Talk Capital
Tennessee
$330K +$39.8K +279 +13%
WCG
2665
Weaver Consulting Group
California
$330K -$32.7K -229 -9%
MHC
2666
May Hill Capital
Massachusetts
$329K +$335K +2,346 New
LD
2667
Lipe & Dalton
New York
$329K
CA
2668
Claris Advisors
Missouri
$329K
NF
2669
Nikulski Financial
Iowa
$329K
EWM
2670
Edge Wealth Management
New York
$328K
CIM
2671
Cambria Investment Management
California
$328K +$334K +2,339 New
CCAM
2672
Cascades Capital Asset Management
North Carolina
$328K -$6.71K -47 -2%
MSR
2673
Main Street Research
Connecticut
$327K -$37.4K -262 -10%
MWA
2674
Medallion Wealth Advisors
Connecticut
$327K +$143 +1 +0%
A
2675
AlphaQuest
New York
$327K -$182K -1,273 -35%

PEP Hedge Fund Activity: Q3 2025 in Review

3,312 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q3 2025, worth a combined $142B — up 4% from $137B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new PEP positions and 161 closed out — a net gain of 46 holders — while 1,385 added to existing stakes and 1,401 trimmed.

The largest buyer was Barclays, adding an estimated $669M. The largest seller was Arrowstreet Capital, cutting an estimated $440M.

  • 3,312 institutional investors held PepsiCo (PEP) as of Q3 2025, down from 3,320 in Q2 2025.
  • Funds reported $142B of PepsiCo stock for Q3 2025, up 4% quarter-over-quarter.
  • 207 funds opened new PepsiCo positions in Q3 2025 and 161 closed out, a net change of +46 holders.
  • The largest PepsiCo buyer in Q3 2025 was Barclays, an estimated $669M added.
  • The largest PepsiCo seller in Q3 2025 was Arrowstreet Capital, an estimated $440M sold.

Based on aggregated 13F filings for Q3 2025.