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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
BAWM
3401
Bennett Associates Wealth Management
Pennsylvania
-$441K -2,944 Closed
WCM
3402
Wallace Capital Management
Texas
-$439K -2,931 Closed
BPAMU
3403
BTG Pactual Asset Management US
New York
-$439K -2,930 Closed
ST
3404
Sageworth Trust
Pennsylvania
-$414K -2,762 Closed
CWM
3405
Challenger Wealth Management
California
-$400K -2,671 Closed
BWM
3406
Birchcreek Wealth Management
Ohio
-$398K -2,652 Closed
CMAI
3407
Capital Management Associates Inc
Minnesota
-$393K -2,618 Closed
ALAM
3408
Asahi Life Asset Management
Japan
-$392K -2,615 Closed
RIM
3409
Redwood Investment Management
Arizona
-$390K -2,599 Closed
CAM
3410
Congress Asset Management
Massachusetts
-$373K -2,491 Closed
SIM
3411
SSI Investment Management
California
-$368K -2,454 Closed
FIBT
3412
First International Bank & Trust
North Dakota
-$366K -2,441 Closed
SPA
3413
Sherbrooke Park Advisers
New York
-$365K -2,434 Closed
FDDB
3414
Fidelity D&D Bancorp
Pennsylvania
-$364K -2,425 Closed
ECAM
3415
East Coast Asset Management
Massachusetts
-$357K -2,383 Closed
NCM
3416
Nelson Capital Management
California
-$330K -2,199 Closed
RP
3417
Riverbridge Partners
Minnesota
-$323K -2,152 Closed
KFG
3418
Kelly Financial Group
Connecticut
-$320K -2,132 Closed
EWA
3419
ERTS Wealth Advisors
Michigan
-$319K -2,125 Closed
TCM
3420
TruNorth Capital Management
Michigan
-$316K -2,110 Closed
GFG
3421
Greenberg Financial Group
Arizona
-$327K -2,103 Closed
CWC
3422
Carolinas Wealth Consulting
North Carolina
-$304K -2,025 Closed
SIA
3423
SGL Investment Advisors
Montana
-$263K -2,002 Closed
DWM
3424
Dopkins Wealth Management
New York
-$300K -2,000 Closed
CIA
3425
Cascade Investment Advisors
Oregon
-$299K -1,997 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.