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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
CWM
3301
Copia Wealth Management
Oregon
$6.34K
FGA
3302
Fortis Group Advisors
New Jersey
$6.07K +$4.45K +33 +254%
BHWM
3303
Bay Harbor Wealth Management
Maryland
$5.94K +$2.56K +19 +73%
GAG
3304
Goodman Advisory Group
Massachusetts
$5.81K
WPA
3305
Wealth Preservation Advisors
Tennessee
$5.55K
IMC
3306
Investment Management Corporation
Virginia
$5.49K +$135 +1 +2%
RF
3307
Robbins Farley
New Hampshire
$4.36K
HHGA
3308
Halbert Hargrove Global Advisors
California
$4.09K -$5.93K -44 -59%
HIA
3309
HFM Investment Advisors
New Jersey
$3.43K +$1.75K +13 +100%
PS
3310
PayPay Securities
Japan
$3.3K -$2.42K -18 -42%
SC
3311
Steph & Co
Wisconsin
$2.77K
SC
3312
Swan Capital
Florida
$2.11K +$2.15K +16 New
NRWA
3313
North Ridge Wealth Advisors
Oregon
$1.98K
DRP
3314
Decker Retirement Planning
Utah
$1.98K +$2.02K +15 New
CJH
3315
Christopher J. Hasenberg
Wisconsin
$1.72K -$14.4K -107 -89%
GC
3316
GFG Capital
Florida
$1.58K +$1.62K +12 New
KIG
3317
Kessler Investment Group
Indiana
$1.19K
CWP
3318
Clark Wealth Partners
Illinois
$1.01K -$9.29K -69 -90%
FF
3319
Friedenthal Financial
New Jersey
$661 +$674 +5 New
LB
3320
Legacy Bridge
Iowa
$397 +$404 +3 New
CF
3321
Corebridge Financial
Texas
-$58.8M -392,289 Closed
FCI
3322
Financial Counselors Inc
Kansas
-$55.3M -368,966 Closed
USAA
3323
United Services Automobile Association
Texas
-$45.6M -305,241 Closed
Jane Street
3324
Jane Street
New York
-$33.1M -245,942 Closed
RC
3325
Randolph Company
Ohio
-$20.9M -139,682 Closed

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.