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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
OWA
3101
Opal Wealth Advisors
New York
$123K +$16.7K +124 +15%
HRC
3102
Hoertkorn Richard Charles
$123K
RBC
3103
Roble Belko & Company
Pennsylvania
$122K +$808 +6 +0.7%
NC
3104
North Capital
Utah
$121K
FC
3105
Fairscale Capital
New Hampshire
$119K
BHWM
3106
Beaird Harris Wealth Management
Texas
$119K +$16.4K +122 +16%
RAM
3107
Ramirez Asset Management
New York
$119K -$840K -6,239 -87%
SSG
3108
Summit Securities Group
New York
$119K +$121K +900 New
API
3109
Asset Planning Inc
California
$118K -$18.1K -134 -13%
BWM
3110
Bernard Wealth Management
Michigan
$116K -$1.89K -14 -2%
TCM
3111
Traub Capital Management
Massachusetts
$115K +$118K +874 New
DWM
3112
Darwin Wealth Management
Florida
$114K -$184K -1,363 -61%
SO
3113
Sierra Ocean
California
$114K -$1.75K -13 -1%
VWA
3114
VSM Wealth Advisory
Maryland
$114K +$135 +1 +0.1%
MAM
3115
Morse Asset Management
Connecticut
$113K
WAS
3116
Winch Advisory Services
Wisconsin
$112K -$9.16K -68 -7%
CCA
3117
Catalyst Capital Advisors
New York
$111K -$29.2K -217 -20%
AWM
3118
Atticus Wealth Management
Florida
$111K +$1.75K +13 +2%
BSC
3119
Brown Shipley & Co
United Kingdom
$106K +$5.66K +42 +6%
EWA
3120
EQ Wealth Advisors
Texas
$106K
SAM
3121
Sherman Asset Management
California
$106K -$55K -408 -34%
PSFG
3122
Park Square Financial Group
Georgia
$106K -$2.56K -19 -2%
Q
3123
QVR
California
$104K +$106K +790 New
MSWA
3124
Marshall & Sterling Wealth Advisors
New York
$104K -$13.2K -98 -11%
MAM
3125
Magellan Asset Management
Australia
$103K +$19.4K +144 +23%

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.