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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
WFA
2901
Wellspring Financial Advisors
Ohio
$250K +$14.3K +100 +6%
Balyasny Asset Management
2902
Balyasny Asset Management
Illinois
$250K -$6.26M -43,839 -96%
SG
2903
Stanich Group
New York
$249K -$42.7K -299 -14%
FIC
2904
Family Investment Center
Missouri
$249K +$253K +1,770 New
WMA
2905
Wealth Management Associates
New Jersey
$248K +$286 +2 +0.1%
JEST
2906
JTC Employer Solutions Trustee
Jersey
$248K
MPW
2907
Magnolia Private Wealth
Pennsylvania
$247K +$11.1K +78 +5%
RLIM
2908
Red Lighthouse Investment Management
New York
$247K +$428 +3 +0.2%
LC
2909
Landaas & Company
Wisconsin
$247K
TTIC
2910
Tower Trust & Investment Company
Iowa
$246K
OIC
2911
Orion Investment Company
Missouri
$246K
SIC
2912
SJS Investment Consulting
Ohio
$246K +$173K +1,212 +225%
BFA
2913
Brendel Financial Advisors
New Hampshire
$245K -$11.3K -79 -4%
BWM
2914
BCGM Wealth Management
Indiana
$245K +$143 +1 +0.1%
PA
2915
Planning Alternatives
Michigan
$244K +$248K +1,739 New
MM
2916
Meridian Management
Arkansas
$243K -$7.14K -50 -3%
SCA
2917
Sulzberger Capital Advisors
Florida
$243K -$160K -1,120 -39%
GCWM
2918
Graham Capital Wealth Management
District of Columbia
$243K -$76.8K -538 -24%
AFA
2919
American Financial Advisors
Georgia
$243K +$3.28K +23 +1%
RMP
2920
Richards, Merrill & Peterson
Washington
$241K -$4.14K -29 -2%
KA
2921
KDT Advisors
New York
$241K -$92.5K -648 -27%
NCTC
2922
New Covenant Trust Company
Indiana
$241K -$4.28K -30 -2%
WLIM
2923
White Lighthouse Investment Management
Massachusetts
$240K -$7.28K -51 -3%
VP
2924
Verum Partners
North Carolina
$240K +$244K +1,711 New
OCM
2925
Orser Capital Management
Texas
$240K

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.