We are live on ! Find out more
PEP icon

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
EIA
3051
Eldridge Investment Advisors
New Hampshire
$202K
SC
3052
Sawyer & Company
Massachusetts
$201K -$14.8K -110 -7%
CMS
3053
Capital Market Strategies
Florida
$201K -$112K -828 -35%
CP
3054
Camelot Portfolios
Ohio
$201K -$1.48K -11 -0.7%
TCM
3055
TD Capital Management
Tennessee
$200K +$44.9K +333 +28%
BCMLT
3056
Beacon Capital Management LLC (Tennessee)
Tennessee
$197K -$36.5K -271 -15%
BGAI
3057
Bruce G. Allen Investments
Colorado
$197K +$56.7K +421 +39%
UCB
3058
United Community Bank
South Carolina
$196K -$105K -776 -34%
CM
3059
Capula Management
Cayman Islands
$196K -$7.95K -59 -4%
FP
3060
Financial Perspectives
Minnesota
$193K +$17.4K +129 +10%
HFS
3061
Hughes Financial Services
Virginia
$188K -$20.5K -152 -10%
SFFS
3062
Stonehage Fleming Financial Services
Jersey
$187K -$83.4K -619 -30%
KA
3063
Kozak & Associates
Colorado
$187K +$132K +977 +238%
Cohen & Steers
3064
Cohen & Steers
New York
$185K
HB
3065
Horizon Bancorp
Indiana
$185K +$175K +1,300 +1,250%
SN
3066
Sittner & Nelson
Oregon
$185K
OCM
3067
Orion Capital Management
California
$183K -$138K -1,023 -42%
EWP
3068
Elevation Wealth Partners
California
$179K -$86.1K -639 -32%
TWD
3069
True Wealth Design
Ohio
$178K +$9.43K +70 +5%
FMP
3070
Financial Management Professionals
Texas
$178K -$31K -230 -15%
SGC
3071
Slocum, Gordon & Co
Rhode Island
$173K -$137K -1,018 -44%
HC
3072
Hoese & Co
Minnesota
$172K -$108K -805 -38%
RF
3073
Roxbury Financial
New Jersey
$170K -$73.4K -545 -30%
CWM
3074
Centricity Wealth Management
Ohio
$167K -$12K -89 -7%
POIA
3075
Pin Oak Investment Advisors
Texas
$167K

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.