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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
W
3151
WealthCollab
Washington
$81.6K +$1.75K +13 +2%
PWM
3152
Proathlete Wealth Management
Florida
$81.4K +$1.21K +9 +1%
CPG
3153
Cornerstone Planning Group
New Jersey
$80.6K -$9.56K -71 -11%
FGC
3154
Financial Gravity Companies
Texas
$79.2K +$80.8K +600 New
BFP
3155
Briaud Financial Planning
Texas
$79K
MAS
3156
MPWM Advisory Solutions
Georgia
$76.2K
HAP
3157
Harbor Asset Planning
Massachusetts
$75.8K +$77.3K +574 New
HIMS
3158
Hager Investment Management Services
New Hampshire
$75.5K -$53.2K -395 -41%
WOSD
3159
WFA of San Diego
California
$75.5K +$77.1K +572 New
SHIM
3160
Stone House Investment Management
Pennsylvania
$73.8K +$539 +4 +0.7%
DWM
3161
Dogwood Wealth Management
Kansas
$72.7K +$9.7K +72 +15%
IAS
3162
IMA Advisory Services
Colorado
$72.2K
FWM
3163
FSA Wealth Management
Massachusetts
$72.2K -$16.8K -125 -19%
VFM
3164
Vision Financial Markets
Connecticut
$72.2K +$135 +1 +0.2%
C
3165
Covestor
United Kingdom
$72K +$539 +4 +0.7%
SIC
3166
SJS Investment Consulting
Ohio
$71.2K -$1.45M -10,798 -95%
QL
3167
Quarry LP
New York
$70.2K -$247K -1,837 -78%
HIW
3168
Holos Integrated Wealth
Pennsylvania
$70.1K -$9.43K -70 -13%
CCM
3169
Carderock Capital Management
Maryland
$69.3K +$70.7K +525 New
EA
3170
Evolution Advisers
Virginia
$69K
GJIA
3171
Glass Jacobson Investment Advisors
Maryland
$68.7K -$243K -1,807 -78%
NSG
3172
Nalls Sherbakoff Group
Tennessee
$68.7K +$24.9K +185 +55%
RWS
3173
Retirement Wealth Solutions
Wisconsin
$67.4K +$404 +3 +0.6%
GPFA
3174
Game Plan Financial Advisors
Ohio
$67.3K
CFP
3175
Comprehensive Financial Planning
Pennsylvania
$66.2K +$539 +4 +0.8%

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.