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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
JMFC
526
J.M. Forbes & Co
Massachusetts
$12M -$71.1K -528 -0.6%
GP
527
Guardian Partners
Canada
$12M +$52.5K +390 +0.4%
GI
528
Gradient Investments
Minnesota
$11.9M +$87K +646 +0.7%
HIC
529
Harvey Investment Company
Kentucky
$11.9M -$96.9K -719 -0.8%
CCM
530
Cohen Capital Management
California
$11.9M
GT
531
Glenview Trust
Kentucky
$11.9M +$423K +3,138 +4%
JC
532
Jacobs & Co
California
$11.9M +$236K +1,749 +2%
HR
533
Howe & Rusling
New York
$11.9M -$147K -1,089 -1%
AIP
534
Ameritas Investment Partners
Nebraska
$11.8M +$913K +6,777 +8%
SCI
535
S&CO Inc
Massachusetts
$11.8M -$1.17M -8,662 -9%
DT
536
Diversified Trust
Tennessee
$11.7M -$278K -2,062 -2%
CL
537
Choreo LLC
Illinois
$11.6M +$246K +1,824 +2%
KRS
538
Kentucky Retirement Systems
Kentucky
$11.6M -$778K -5,775 -6%
CTA
539
Colonial Trust Advisors
South Carolina
$11.6M -$692K -5,136 -6%
SIS
540
Sound Income Strategies
Florida
$11.5M +$1.15M +8,513 +11%
SWM
541
Stockman Wealth Management
Montana
$11.5M +$965K +7,167 +9%
MHIC
542
Marble Harbor Investment Counsel
Massachusetts
$11.5M +$174K +1,290 +1%
RSVP
543
Ramsay Stattman Vela & Price
Colorado
$11.5M +$526K +3,908 +5%
GAM
544
Generali Asset Management
Italy
$11.5M -$2.04M -15,156 -15%
WIM
545
WealthPlan Investment Management
Nebraska
$11.5M +$1.42M +10,508 +14%
MWM
546
Moran Wealth Management
Florida
$11.5M +$11.7M +87,076 New
GA
547
GFS Advisors
Texas
$11.5M +$1.77M +13,105 +18%
AAM
548
Advisors Asset Management
Colorado
$11.5M +$124K +922 +1%
CRC
549
Curi RMB Capital
Illinois
$11.5M +$3.65M +27,068 +45%
NPT
550
National Philanthropic Trust
Pennsylvania
$11.5M +$26.9K +200 +0.2%

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.