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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
EWS
2676
Eagle Wealth Strategies
New Jersey
$315K -$93.1K -691 -22%
CCAM
2677
Cascades Capital Asset Management
North Carolina
$315K -$72.2K -536 -18%
MWA
2678
Medallion Wealth Advisors
Connecticut
$314K -$1.08K -8 -0.3%
WCA
2679
Westover Capital Advisors
Delaware
$314K -$2.15K -16 -0.7%
KA
2680
KDT Advisors
New York
$312K +$47.1K +350 +17%
QPWM
2681
Quadrant Private Wealth Management
Pennsylvania
$311K -$21.6K -160 -6%
TPW
2682
Talon Private Wealth
Florida
$311K +$70.3K +522 +28%
SLG
2683
Stanley-Laman Group
Pennsylvania
$311K -$159K -1,177 -33%
TC
2684
Tacita Capital
Ontario, Canada
$310K
MW
2685
Maia Wealth
Colorado
$310K +$2.69K +20 +0.9%
LD
2686
Lipe & Dalton
New York
$310K
KOC
2687
Koss-Olinger Consulting
Florida
$310K -$26.7K -198 -8%
PA
2688
Probity Advisors
Texas
$309K -$26.4K -196 -8%
NF
2689
Nikulski Financial
Iowa
$309K +$539 +4 +0.2%
EWM
2690
Edge Wealth Management
New York
$309K -$57.5K -427 -15%
CWS
2691
Cypress Wealth Services
California
$309K +$29.6K +220 +10%
S
2692
Sunpointe
Missouri
$309K +$64.1K +476 +26%
FDS
2693
First Dallas Securities
Texas
$308K -$53.3K -396 -14%
Loomis, Sayles & Company
2694
Loomis, Sayles & Company
Massachusetts
$308K -$1.89K -14 -0.6%
CWAF
2695
Core Wealth Advisors (Florida)
Florida
$308K +$11.6K +86 +4%
BDL
2696
Bey-Douglas LLC
Georgia
$307K +$52.7K +391 +20%
BF
2697
bLong Financial
Tennessee
$306K
BWA
2698
BlueChip Wealth Advisors
Georgia
$305K -$48K -356 -13%
ARC
2699
Advisor Resource Council
Texas
$304K -$425K -3,158 -58%
WA
2700
Wealth Architects
California
$304K -$113K -837 -27%

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.