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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
CCM
3176
Copeland Capital Management
Pennsylvania
$66K
KPP
3177
Kings Path Partners
Texas
$66K
AW
3178
Avion Wealth
Texas
$66K -$11.7K -87 -15%
PP
3179
PrairieView Partners
Minnesota
$66K
KFGG
3180
Keystone Financial Group (Georgia)
Georgia
$64.9K
TLCM
3181
Twin Lakes Capital Management
California
$64.6K
CWA
3182
Carolina Wealth Advisors
South Carolina
$64.3K
KFP
3183
Keener Financial Planning
Texas
$64K
FIM
3184
FWL Investment Management
Texas
$63.1K
QWM
3185
Quaker Wealth Management
New Jersey
$62.9K +$64.3K +477 New
SVWA
3186
Sarver Vrooman Wealth Advisors
Missouri
$62.5K -$12.5K -93 -16%
TIM
3187
Total Investment Management
Arizona
$62.1K +$63.3K +470 New
CW
3188
Curio Wealth
Maryland
$61.1K +$62.2K +462 +46,200%
RPA
3189
Redwood Park Advisors
California
$60.1K -$3.37K -25 -5%
MWM
3190
MorganRosel Wealth Management
Colorado
$59.8K +$11.7K +87 +24%
PWA
3191
Provenance Wealth Advisors
Florida
$58.8K -$186K -1,383 -76%
OAJ
3192
Ogorek Anthony Joseph
New York
$57K -$48.1K -357 -45%
UIA
3193
Ulland Investment Advisors
Minnesota
$57K
PP
3194
PFS Partners
New Jersey
$55.9K +$539 +4 +1%
CWM
3195
CarsonAllaria Wealth Management
Illinois
$54.6K -$25.7K -191 -32%
MMCM
3196
Murphy & Mullick Capital Management
New York
$53.3K +$1.21K +9 +2%
AWM
3197
Abound Wealth Management
Tennessee
$53.3K -$22.8K -169 -30%
MCA
3198
Maryland Capital Advisors
Maryland
$53.2K
PCM
3199
Palouse Capital Management
Washington
$52.8K
MFT
3200
Moisand Fitzgerald Tamayo
Florida
$52.7K

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.