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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
WFA
2976
Wellspring Financial Advisors
Ohio
$221K +$226K +1,677 New
SP
2977
Sherman Porfolios
Idaho
$220K +$224K +1,666 New
MPM
2978
MBB Public Markets
Illinois
$220K -$52.5K -390 -19%
RA
2979
Rise Advisors
New York
$219K +$14K +104 +7%
LFG
2980
Lazard Frères Gestion
France
$219K -$224K -1,665 Closed
SA
2981
Skyline Advisors
Washington
$219K
MKA
2982
M. Kulyk & Associates
Georgia
$219K -$1.35K -10 -0.6%
TWA
2983
Talisman Wealth Advisors
New Jersey
$218K -$8.62K -64 -4%
WF
2984
Warner Financial
Maryland
$218K
ABTD
2985
Arvest Bank Trust Division
Oklahoma
$218K -$8.62K -64 -4%
FCM
2986
Firestone Capital Management
Florida
$218K
BIP
2987
Blue Investment Partners
California
$217K
FPL
2988
Fortress Private Ledger
North Carolina
$217K +$26.3K +195 +13%
ORC
2989
O'Rourke & Company
Massachusetts
$217K +$808 +6 +0.4%
CA
2990
Cortland Associates
Missouri
$217K -$73.4K -545 -25%
SCM
2991
Sterneck Capital Management
Missouri
$217K
EG
2992
Ellerson Group
Maryland
$217K -$5.39K -40 -2%
FA
2993
FDx Advisors
Illinois
$216K +$38.9K +289 +21%
IFO
2994
Independent Family Office
New York
$216K -$13.5K -100 -6%
TA
2995
TruWealth Advisors
Louisiana
$216K +$220K +1,633 New
CWM
2996
Crowley Wealth Management
Delaware
$215K
DF
2997
Dunhill Financial
United Kingdom
$215K +$176K +1,303 +400%
SFP
2998
Sandbox Financial Partners
Maryland
$215K +$1.48K +11 +0.7%
BC
2999
Brio Consultants
California
$215K -$55.9K -415 -20%
CM
3000
Capital Management
Virginia
$214K

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.