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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
WLIM
2926
White Lighthouse Investment Management
Massachusetts
$233K +$1.48K +11 +0.6%
TCB
2927
Texas Capital Bancshares
Texas
$232K -$3.91K -29 -2%
LC
2928
Landaas & Company
Wisconsin
$232K +$6.6K +49 +3%
RLIM
2929
Red Lighthouse Investment Management
New York
$232K -$3.91K -29 -2%
OC
2930
Optima Capital
Oregon
$232K +$237K +1,757 New
VW
2931
Vance Wealth
California
$232K +$1.08K +8 +0.5%
1L
2932
10Elms LLP
Oklahoma
$232K
SPWG
2933
Sage Private Wealth Group
Illinois
$232K +$51.9K +385 +28%
TTIC
2934
Tower Trust & Investment Company
Iowa
$231K
OIC
2935
Orion Investment Company
Missouri
$231K
WRPWM
2936
Werba Rubin Papier Wealth Management
California
$231K -$2.42K -18 -1%
RMP
2937
Richards, Merrill & Peterson
Washington
$231K -$13.6K -101 -5%
SP
2938
Stonebrook Private
Michigan
$231K -$21.4K -159 -8%
HNWA
2939
Henrickson Nauta Wealth Advisors
Michigan
$230K -$21.1K -157 -8%
AWP
2940
Atlas Wealth Partners
Pennsylvania
$230K -$10.1K -75 -4%
TFM
2941
TFC Financial Management
Massachusetts
$230K +$87.3K +648 +59%
BWM
2942
BCGM Wealth Management
Indiana
$230K +$6.06K +45 +3%
NCM
2943
Next Capital Management
New York
$229K +$234K +1,738 New
TIA
2944
Tiemann Investment Advisors
California
$229K -$13.5K -100 -5%
AA
2945
Aufman Associates
Pennsylvania
$229K
SMF
2946
Scott Marsh Financial
Utah
$229K +$234K +1,736 New
AWA
2947
Acorn Wealth Advisors
Michigan
$229K -$3.1K -23 -1%
NCTC
2948
New Covenant Trust Company
Indiana
$229K -$18.7K -139 -7%
OFG
2949
OmniStar Financial Group
North Carolina
$228K +$21.8K +162 +10%
MF
2950
Manchester Financial
California
$228K +$7.27K +54 +3%

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.