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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
GKIM
2851
GW&K Investment Management
Massachusetts
$255K +$16.8K +125 +7%
TPCM
2852
Templeton & Phillips Capital Management
Tennessee
$255K
FFC
2853
Frederick Financial Consultants
Maryland
$255K +$12.1K +90 +5%
CAM
2854
Claret Asset Management
Quebec, Canada
$254K +$29.2K +217 +13%
PFA
2855
Presper Financial Architects
Ohio
$254K +$259K +1,921 New
GSIS
2856
Global Strategic Investment Solutions
Arizona
$254K +$808 +6 +0.3%
JPMIA
2857
J.P. Marvel Investment Advisors
Massachusetts
$254K
FWM
2858
Focused Wealth Management
New York
$253K +$18.5K +137 +8%
KWS
2859
Keystone Wealth Services
California
$253K +$2.02K +15 +0.8%
CTC
2860
Cetera Trust Company
Minnesota
$252K -$6.74K -50 -3%
CA
2861
Clune & Associates
Illinois
$252K -$539 -4 -0.2%
PCMC
2862
Paragon Capital Management (Colorado)
Colorado
$252K +$404 +3 +0.2%
FFG
2863
Fortem Financial Group
California
$252K +$135 +1 +0.1%
MSA
2864
Marathon Strategic Advisors
Pennsylvania
$252K
MWM
2865
Mascoma Wealth Management
New Hampshire
$252K -$43.9K -326 -15%
IIM
2866
InTrack Investment Management
Vermont
$251K -$158K -1,172 -38%
SAM
2867
Sompo Asset Management
Japan
$251K -$22.9K -170 -8%
WFMPM
2868
Woodley Farra Manion Portfolio Management
Indiana
$251K -$97.7K -725 -28%
CFS
2869
CGC Financial Services
Oregon
$251K -$11.2K -83 -4%
JF
2870
JSF Financial
California
$250K +$9.29K +69 +4%
SCM
2871
Sunbeam Capital Management
Georgia
$250K +$255K +1,890 New
RWA
2872
Roberts Wealth Advisors
California
$249K -$22.4K -166 -8%
RHIG
2873
R.H. Investment Group
Arizona
$248K
SHF
2874
Safe Harbor Fiduciary
Florida
$248K +$23K +171 +10%
KFS
2875
Kelly Financial Services
Massachusetts
$248K -$1.21K -9 -0.5%

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.