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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
MEAC
3001
M.E. Allison & Co
Texas
$214K +$218K +1,619 New
GAG
3002
GM Advisory Group
New York
$213K +$217K +1,614 New
AWM
3003
Ameliora Wealth Management
Switzerland
$213K
AIFAIM
3004
American Institute for Advanced Investment Management
Arizona
$213K -$83.8K -622 -28%
PA
3005
PharVision Advisers
Florida
$213K +$217K +1,612 New
ECA
3006
Elevate Capital Advisors
Colorado
$213K +$217K +1,611 New
SGCA
3007
Steel Grove Capital Advisors
Tennessee
$213K
NFA
3008
Northern Financial Advisors
Michigan
$212K -$105K -782 -33%
HIS
3009
Horizon Investment Services
Indiana
$211K -$14.7K -109 -6%
GFWA
3010
Grey Fox Wealth Advisors
Delaware
$210K -$4.04K -30 -2%
ACA
3011
Affinity Capital Advisors
California
$210K -$135 -1 -0.1%
CVA
3012
Central Valley Advisors
California
$209K -$35.2K -261 -14%
RW
3013
RVW Wealth
California
$209K -$42.3K -314 -17%
OP
3014
ORG Partners
Indiana
$209K +$23.3K +173 +13%
WFA
3015
WMG Financial Advisors
Tennessee
$208K +$30.3K +225 +17%
LCGC
3016
Legacy Capital Group California
California
$208K +$11K +82 +5%
TFIPS
3017
Towarzystwo Funduszy Inwestycyjnych PZU SA
$208K +$31.7K +235 +18%
AFW
3018
Atlantic Family Wealth
Florida
$207K -$674 -5 -0.3%
GG
3019
Greenwood Gearhart
Arkansas
$207K +$2.56K +19 +1%
MAG
3020
MRA Advisory Group
New Jersey
$207K -$57.8K -429 -22%
CWA
3021
Cornerstone Wealth Advisors
Minnesota
$207K
WHCI
3022
W.H. Cornerstone Investments
Massachusetts
$206K -$43.5K -323 -17%
SA
3023
Sovran Advisors
California
$206K -$126K -933 -38%
OIS
3024
OneAscent Investment Solutions
Alabama
$206K +$210K +1,557 New
SFS
3025
Summit Financial Strategies
Ohio
$206K +$7.27K +54 +4%

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.