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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
SWA
2701
Strategies Wealth Advisors
Michigan
$304K +$2.83K +21 +0.9%
RWM
2702
RBA Wealth Management
California
$303K -$75.2K -558 -20%
1WM
2703
1900 Wealth Management
Texas
$303K +$7.81K +58 +3%
HC
2704
Hara Capital
Washington
$303K +$252K +1,870 +439%
CCA
2705
Childress Capital Advisors
Texas
$303K -$103K -763 -25%
VCM
2706
Vision Capital Management
Oregon
$302K +$61.8K +459 +25%
EFA
2707
Evernest Financial Advisors
Indiana
$302K -$119K -887 -28%
OFG
2708
Oxford Financial Group
Indiana
$302K -$67.5K -501 -18%
OBWG
2709
Onyx Bridge Wealth Group
New York
$301K -$24.1K -179 -7%
GHA
2710
Granite Harbor Advisors
Texas
$300K +$72.9K +541 +31%
HSWM
2711
Hubbell Strickland Wealth Management
Louisiana
$300K +$5.25K +39 +2%
FMN
2712
Financial Management Network
California
$300K -$34.5K -256 -10%
GCWM
2713
Graham Capital Wealth Management
District of Columbia
$299K +$58.6K +435 +24%
VC
2714
Veracity Capital
Georgia
$299K -$50K -371 -14%
BCM
2715
BTC Capital Management
Iowa
$299K -$6.97M -51,724 -96%
MF
2716
Montis Financial
Massachusetts
$299K -$14.8K -110 -5%
SFG
2717
Snider Financial Group
Washington
$298K +$304K +2,259 New
FFIC
2718
First Fiduciary Investment Counsel
Ohio
$298K +$40.4K +300 +15%
IWP
2719
Insight Wealth Partners
Texas
$297K
GCP
2720
Gill Capital Partners
Colorado
$297K +$135 +1 +0%
HIIFS
2721
Harel Insurance Investments & Financial Services
Israel
$297K +$83.5K +620 +38%
FWI
2722
Facet Wealth Inc
Maryland
$297K +$66.1K +491 +30%
CFD
2723
Creative Financial Designs
Indiana
$296K -$25.2K -187 -8%
DS
2724
DRW Securities
Illinois
$296K +$302K +2,240 New
CCA
2725
Clearwater Capital Advisors
Illinois
$296K -$67.6K -502 -18%

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.