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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
PMG
2751
Private Management Group
California
$289K +$102K +755 +53%
KRW
2752
Kaufman Rossin Wealth
Florida
$289K +$294K +2,185 New
DCM
2753
DGS Capital Management
New Jersey
$288K -$22.2K -165 -7%
WSFG
2754
Wall Street Financial Group
Illinois
$287K +$293K +2,176 New
BRWM
2755
Blue Rock Wealth Management
North Carolina
$287K
TCPW
2756
Twin City Private Wealth
North Carolina
$286K +$19.3K +143 +7%
KAM
2757
Knightsbridge Asset Management
California
$286K +$292K +2,167 New
SCP
2758
Sender Company & Partners
New York
$286K +$292K +2,167 New
MHR
2759
Matthew Hamilton Rosenberg
$285K +$129K +960 +80%
GCA
2760
Greenwood Capital Associates
South Carolina
$284K -$568K -4,217 -66%
KCFA
2761
Key Client Fiduciary Advisors
New Jersey
$283K +$7.68K +57 +3%
BIA
2762
Barry Investment Advisors
Massachusetts
$283K +$808 +6 +0.3%
BOSSRA
2763
B.O.S.S. Retirement Advisors
Utah
$283K -$44.7K -332 -13%
SAMC
2764
Spectrum Asset Management (California)
California
$282K +$2.83K +21 +1%
NFSG
2765
Newbridge Financial Services Group
Florida
$281K -$2.15K -16 -0.7%
TLFA
2766
True Link Financial Advisors
California
$281K -$35.8K -266 -11%
GA
2767
GSG Advisors
New Jersey
$281K -$60.9K -452 -18%
SG
2768
Stanich Group
New York
$281K -$56.8K -422 -17%
CWA
2769
Clearview Wealth Advisors
Oregon
$281K -$1.21K -9 -0.4%
OCPWS
2770
One Charles Private Wealth Services
Massachusetts
$281K +$14.1K +105 +5%
CWP
2771
Capital Wealth Planning
Florida
$280K -$216K -1,600 -43%
SIA
2772
Strategic Investment Advisors
Michigan
$279K +$28.3K +210 +11%
SFM
2773
Signet Financial Management
New Jersey
$279K -$32.9K -244 -10%
TWM
2774
Tradition Wealth Management
Minnesota
$278K +$30.7K +228 +12%
ACM
2775
Avalon Capital Management
California
$278K

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.