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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
OWM
2901
Opes Wealth Management
California
$241K -$141K -1,046 -36%
PHWM
2902
Pine Harbor Wealth Management
Maryland
$241K -$18.6K -138 -7%
MG
2903
McHugh Group
Ohio
$240K
ACM
2904
Advance Capital Management
Michigan
$240K -$30.7K -228 -11%
EMAM
2905
Encompass More Asset Management
California
$240K -$51.2K -380 -17%
PFA
2906
Pettinga Financial Advisors
Indiana
$239K
CA
2907
Centerpoint Advisors
Massachusetts
$239K +$2.29K +17 +0.9%
BCM
2908
Boreal Capital Management
Florida
$238K +$243K +1,802 New
LGWM
2909
Litman Gregory Wealth Management
California
$238K -$33.7K -250 -12%
KBG
2910
Kahn Brothers Group
New York
$238K
PC
2911
Prairiewood Capital
North Dakota
$238K
BCM
2912
Blume Capital Management
California
$237K +$1.75K +13 +0.7%
SPP
2913
Single Point Partners
Massachusetts
$237K -$6.74K -50 -3%
RWP
2914
Revolve Wealth Partners
New Jersey
$236K -$14.3K -106 -6%
HA
2915
Harfst & Associates
Wyoming
$236K -$674 -5 -0.3%
ACA
2916
Aspire Capital Advisors
Washington
$235K -$7.68K -57 -3%
HWM
2917
Horizon Wealth Management
Illinois
$235K +$43.2K +321 +22%
WAOI
2918
Wealth Advisors of Iowa
Iowa
$235K -$943 -7 -0.4%
TWM
2919
Topsail Wealth Management
North Carolina
$235K -$118K -877 -33%
NMCM
2920
Nicholson Meyer Capital Management
Missouri
$234K -$22.9K -170 -9%
LSA
2921
Lansing Street Advisors
Pennsylvania
$234K +$5.93K +44 +3%
JEST
2922
JTC Employer Solutions Trustee
Jersey
$234K
NPFS
2923
Novak & Powell Financial Services
Florida
$234K +$1.75K +13 +0.7%
BWFA
2924
Baltimore-Washington Financial Advisors
Maryland
$234K +$24.2K +180 +11%
WMA
2925
Wealth Management Associates
New Jersey
$233K -$3.77K -28 -2%

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.