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
CIAS
3201
CBIZ Investment Advisory Services
Ohio
$51.6K -$17K -126 -24%
GWSA
3202
Global Wealth Strategies & Associates
Colorado
$51.5K
FRA
3203
Front Row Advisors
California
$51.4K
GWS
3204
Greykasell Wealth Strategies
California
$51.4K
BFS
3205
Burkett Financial Services
South Carolina
$49.8K +$539 +4 +1%
WA
3206
Whipplewood Advisors
Colorado
$49.1K -$6.06K -45 -11%
BGA
3207
Battery Global Advisors
Massachusetts
$48.9K +$404 +3 +0.8%
JSAM
3208
J. Safra Asset Management
New York
$47.5K
BCM
3209
Basso Capital Management
Connecticut
$46.5K
RWM
3210
RMG Wealth Management
Wisconsin
$45.3K +$42.3K +314 New
CAWM
3211
Capital A Wealth Management
Pennsylvania
$43.5K -$93.2K -692 -73%
SRCM
3212
Signature Resources Capital Management
California
$42.5K +$3.5K +26 +9%
IRAG
3213
Investment Research & Advisory Group
Georgia
$42.4K +$31.3K +232 +264%
CIR
3214
Clear Investment Research
Georgia
$41.3K +$135 +1 +0.3%
DF
3215
DecisionPoint Financial
Arizona
$40.8K +$269 +2 +0.7%
APW
3216
Atlantic Private Wealth
North Carolina
$39.6K
FA
3217
Financial Avengers
California
$39.3K +$404 +3 +1%
HNW
3218
High Note Wealth
Minnesota
$39.1K -$4.31K -32 -10%
HHMI
3219
Howard Hughes Medical Institute
Maryland
$39.1K +$39.9K +296 New
OWP
3220
ORG Wealth Partners
Texas
$38.6K +$943 +7 +3%
AWM
3221
Activest Wealth Management
Florida
$37.8K -$33.4K -248 -46%
FFO
3222
Fortitude Family Office
Arizona
$37.8K -$8.89K -66 -19%
BI
3223
Binnacle Investments
Iowa
$37.6K +$9.56K +71 +33%
RWML
3224
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$37.4K -$7.27K -54 -16%
HC
3225
Hurley Capital
New York
$37.1K +$404 +3 +1%

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.