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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
2776
Accredited Wealth Management
Kentucky
$278K +$73.7K +547 +35%
TPW
2777
Tiller Private Wealth
Pennsylvania
$278K -$26.9K -200 -9%
CWA
2778
Canvas Wealth Advisors
Kansas
$278K +$23.8K +177 +10%
BF
2779
Brucke Financial
Indiana
$277K -$10.4K -77 -4%
EFH
2780
Eaton Financial Holdings
Florida
$277K +$283K +2,098 New
CDWM
2781
Campbell Deegan Wealth Management
Virginia
$276K -$269 -2 -0.1%
CA
2782
Crewe Advisors
Utah
$276K -$42.8K -318 -13%
CF
2783
Convergence Financial
Missouri
$276K -$94.4K -701 -25%
CIA
2784
Cape Investment Advisory
Georgia
$276K -$19.4K -144 -6%
CV
2785
Counterweight Ventures
North Carolina
$275K
CCM
2786
Crabel Capital Management
California
$275K +$33.9K +252 +14%
HIS
2787
Harvest Investment Services
Illinois
$275K -$61K -453 -18%
HGWM
2788
Horst & Graben Wealth Management
Oregon
$275K +$7.14K +53 +3%
GFPC
2789
Global Financial Private Client
Florida
$274K -$1.35M -10,006 -83%
GL
2790
Gerber LLC
Ohio
$274K +$8.76K +65 +3%
KFSC
2791
Keystone Financial Services (Colorado)
Colorado
$274K +$279K +2,073 New
RTC
2792
Real Talk Capital
Tennessee
$274K +$135 +1 +0%
CIP
2793
Convergence Investment Partners
Florida
$273K -$18.1K -134 -6%
CCM
2794
Cox Capital Management
Massachusetts
$273K
CWM
2795
Centurion Wealth Management
Virginia
$273K +$10.1K +75 +4%
PD
2796
Planning Directions
Pennsylvania
$273K -$3.01M -22,342 -92%
BSTWA
2797
Blake Schutter Theil Wealth Advisors
Ohio
$273K
BAM
2798
Bellevue Asset Management
Washington
$272K +$1.08K +8 +0.4%
KWA
2799
Kellett Wealth Advisors
Ohio
$272K +$66.5K +494 +32%
TCM
2800
Tradewinds Capital Management
Washington
$272K +$2.15K +16 +0.8%

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.