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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
LWA
3226
Lowe Wealth Advisors
Maryland
$36.6K
CFS
3227
Compass Financial Services
Iowa
$36.2K
PCFFS
3228
Pacific Center for Financial Services
California
$35.8K +$269 +2 +0.7%
FFA
3229
Frazier Financial Advisors
Ohio
$35K +$16.4K +122 +85%
1M
3230
1248 Management
Missouri
$34.2K -$584K -4,339 -94%
MBFW
3231
Morton Brown Family Wealth
Pennsylvania
$33.8K
AEPWM
3232
Atlantic Edge Private Wealth Management
Florida
$33.1K +$7.27K +54 +27%
BGWM
3233
Bridge Generations Wealth Management
Florida
$33K
CMA
3234
Cedar Mountain Advisors
Oregon
$32.9K
TFG
3235
Team Financial Group
California
$31.8K +$32.5K +241 New
CAM
3236
Clarity Asset Management
Iowa
$31.6K +$1.35K +10 +4%
VWWMG
3237
Vermillion & White Wealth Management Group
Pennsylvania
$30.9K +$16.3K +121 +107%
PMIM
3238
Prudent Man Investment Management
Colorado
$30.4K
WCM
3239
WealthTrak Capital Management
Virginia
$30.4K +$6.2K +46 +25%
OCM
3240
Osterweis Capital Management
California
$30.4K -$2.02K -15 -6%
DWS
3241
Dynamic Wealth Strategies
California
$29.7K +$3.23K +24 +12%
SVCP
3242
Silicon Valley Capital Partners
California
$29.4K -$49K -364 -62%
VWM
3243
Vermillion Wealth Management
Minnesota
$28.9K -$40.7K -302 -58%
LFA
3244
Legend Financial Advisors
Pennsylvania
$28.5K +$29.1K +216 New
WCM
3245
Westend Capital Management
California
$28.4K
EWM
3246
Evolution Wealth Management
Florida
$26.8K +$27.3K +203 New
MAM
3247
Meeder Asset Management
Ohio
$26.5K +$4.85K +36 +22%
KSWA
3248
Kathleen S. Wright Associates
Pennsylvania
$26.4K
CCMI
3249
Creative Capital Management Investments
California
$26.3K
FWP
3250
Fiduciary Wealth Partners
Massachusetts
$24.9K -$215K -1,598 -89%

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.