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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
UIM
301
USS Investment Management
United Kingdom
$29.5M +$221K +1,643 +0.7%
BPA
302
Beacon Pointe Advisors
California
$29.3M -$1.46M -10,803 -5%
MAA
303
Matrix Asset Advisors
New York
$29.1M +$11.1M +82,343 +60%
AF
304
Aviso Financial
Ontario, Canada
$29M +$485K +3,601 +2%
PEAK6
305
PEAK6
Illinois
$29M +$29.6M +219,760 New
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$29M +$229K +1,697 +0.8%
BB
307
Busey Bank
Illinois
$29M -$1.45M -10,797 -5%
LWCFA
308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29M -$184K -1,367 -0.6%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$28.7M -$3.42M -25,394 -10%
MFIM
310
Mesirow Financial Investment Management
Illinois
$28.6M +$224K +1,663 +0.8%
JSW
311
Journey Strategic Wealth
New Jersey
$28.5M +$686K +5,091 +2%
BCIM
312
British Columbia Investment Management
British Columbia, Canada
$28.5M -$6.24M -46,332 -18%
WIM
313
Waverton Investment Management
United Kingdom
$28.4M -$9.41M -69,864 -25%
ACA
314
Aptus Capital Advisors
Alabama
$28M -$247K -1,832 -0.9%
MIF
315
Mediolanum International Funds
Ireland
$27.8M +$5.14M +38,159 +22%
Pathstone Holdings
316
Pathstone Holdings
New Jersey
$27.5M -$18.8M -139,801 -40%
AWM
317
AE Wealth Management
Kansas
$27.5M +$1.45M +10,791 +5%
PFSRSONJ
318
Police & Firemen's Retirement System of New Jersey
New Jersey
$27.5M +$1.09M +8,095 +4%
Rafferty Asset Management
319
Rafferty Asset Management
New York
$27.4M +$3.44M +25,559 +14%
BIM
320
Bridges Investment Management
Nebraska
$27.3M -$824K -6,120 -3%
NYLIM
321
New York Life Investment Management
New York
$27.1M +$324K +2,402 +1%
VV
322
Verity & Verity
South Carolina
$27.1M +$7.01M +52,056 +34%
WPC
323
Waters Parkerson & Co
Louisiana
$26.9M +$298K +2,212 +1%
TH
324
TCTC Holdings
Texas
$26.9M +$99.8K +741 +0.4%
IC
325
IEQ Capital
California
$26.8M +$9.98M +74,122 +57%

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.