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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
SGWM
2801
Sterling Group Wealth Management
California
$279K
CWM
2802
Circle Wealth Management
New Jersey
$279K +$37.8K +265 +15%
PCA
2803
Providence Capital Advisors
North Carolina
$279K -$30.6K -214 -10%
RWA
2804
Rooted Wealth Advisors
Illinois
$278K -$187K -1,307 -40%
CM
2805
Columbus Macro
Pennsylvania
$277K -$5.14K -36 -2%
T
2806
TOBAM
France
$277K
FFC
2807
Frederick Financial Consultants
Maryland
$277K +$6K +42 +2%
MA
2808
Mezzasalma Advisors
New Jersey
$277K +$571 +4 +0.2%
DWM
2809
Drive Wealth Management
Utah
$276K +$3.71K +26 +1%
TWM
2810
Topsail Wealth Management
North Carolina
$276K +$27.1K +190 +11%
SLWA
2811
San Luis Wealth Advisors
California
$276K +$281K +1,967 New
CCP
2812
Cassia Capital Partners
North Carolina
$276K +$13.4K +94 +5%
FA
2813
FDx Advisors
Illinois
$276K +$35.8K +251 +15%
EW
2814
Element Wealth
Mississippi
$275K +$39K +273 +16%
RBWA
2815
RFG - Bristol Wealth Advisors
Massachusetts
$275K -$37.4K -262 -12%
PD
2816
Planning Directions
Pennsylvania
$275K -$15.9K -111 -5%
GCA
2817
Greenwood Capital Associates
South Carolina
$274K -$28.7K -201 -9%
SSI
2818
Scott & Selber Inc
Texas
$274K
SIA
2819
SGL Investment Advisors
Montana
$274K +$272K +1,906 New
EA
2820
Enclave Advisors
Texas
$273K
FWP
2821
Family Wealth Partners
North Carolina
$273K +$277K +1,942 New
BFS
2822
BridgePort Financial Solutions
Iowa
$272K +$277K +1,940 New
LOAMU
2823
Lombard Odier Asset Management (USA)
New York
$272K +$277K +1,940 New
APWA
2824
Atlas Private Wealth Advisors
New Jersey
$272K -$560K -3,919 -67%
HA
2825
Hofer & Associates
California
$272K -$81.5K -571 -23%

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.