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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
TTWM
551
TCV Trust & Wealth Management
Virginia
$11.4M +$397K +2,946 +4%
CI Investments Inc
552
CI Investments Inc
Ontario, Canada
$11.4M +$150K +1,112 +1%
ASN
553
Advisory Services Network
Georgia
$11.4M +$2.11M +15,639 +23%
WTC
554
WhitTier Trust Company
Nevada
$11.3M -$890K -6,608 -7%
WC
555
Woodstock Corp
Massachusetts
$11.2M -$46.6K -346 -0.4%
Thrivent Financial for Lutherans
556
Thrivent Financial for Lutherans
Minnesota
$11.2M +$156K +1,155 +1%
MA
557
Montag & Associates
Georgia
$11.1M +$188K +1,398 +2%
IAA
558
Independent Advisor Alliance
North Carolina
$11.1M -$2.93M -21,773 -21%
FCMC
559
Founders Capital Management (Connecticut)
Connecticut
$11M +$880K +6,531 +8%
VCAM
560
Van Cleef Asset Management
Ohio
$11M -$248K -1,842 -2%
ANBT
561
American National Bank & Trust
Texas
$11M -$268K -1,993 -2%
HIMCH
562
Hartford Investment Management Co (HIMCO)
Connecticut
$10.9M -$145K -1,075 -1%
IWC
563
Integrated Wealth Concepts
Massachusetts
$10.9M +$316K +2,345 +3%
IIM
564
INTECH Investment Management
Florida
$10.8M +$3M +22,262 +37%
SF
565
Synovus Financial
Georgia
$10.8M -$335K -2,484 -3%
SC
566
Savant Capital
Illinois
$10.7M +$180K +1,338 +2%
FPAS
567
Focus Partners Advisor Solutions
Missouri
$10.7M -$638K -4,734 -6%
MA
568
Mutual Advisors
Nebraska
$10.6M +$2.72M +20,171 +37%
CWG
569
Cornerstone Wealth Group
North Carolina
$10.6M +$277K +2,060 +3%
PJWM
570
Philip James Wealth Mangement
Georgia
$10.6M +$7.2M +53,483 +202%
AAM
571
Auxier Asset Management
Oregon
$10.5M +$169K +1,256 +2%
HCMT
572
Highland Capital Management (Tennessee)
Tennessee
$10.4M -$43.6K -324 -0.4%
CIC
573
Carnegie Investment Counsel
Ohio
$10.4M -$8M -59,401 -43%
SDIC
574
South Dakota Investment Council
South Dakota
$10.4M +$3.66M +27,188 +53%
B
575
Bailard
California
$10.4M +$639K +4,742 +6%

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.