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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
IMCOOI
701
Investment Management Corp of Ontario (IMCO)
Canada
$7.52M +$1.74M +12,914 +29%
EOJOAM
702
E. Ohman J:or Asset Management
Sweden
$7.52M -$538K -3,997 -7%
GIA
703
GHP Investment Advisors
Colorado
$7.5M -$1.03M -7,673 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
704
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.49M +$1.47M +10,882 +24%
DWM
705
Dakota Wealth Management
Florida
$7.48M -$985K -7,311 -11%
CLOS
706
Compagnie Lombard Odier SCmA
Switzerland
$7.45M -$14.4K -107 -0.2%
VFA
707
Valeo Financial Advisors
Indiana
$7.44M -$3.74M -27,735 -33%
ECM
708
Evergreen Capital Management
Washington
$7.43M +$1.17M +8,666 +18%
MWM
709
Meridian Wealth Management
Kentucky
$7.42M +$121K +895 +2%
EPIMS
710
Evelyn Partners Investment Management Services
$7.41M -$495K -3,675 -6%
APP
711
Avantax Planning Partners
Iowa
$7.37M +$283K +2,098 +4%
SC
712
SouthState Corp
Florida
$7.32M -$1.96M -14,582 -21%
SSWM
713
Sheets Smith Wealth Management
North Carolina
$7.31M -$266K -1,972 -3%
NEI
714
Northwest & Ethical Investments
Ontario, Canada
$7.31M +$3.14M +23,322 +73%
BHWM
715
Bar Harbor Wealth Management
New Hampshire
$7.3M -$174K -1,288 -2%
HCM
716
Hutner Capital Management
Vermont
$7.26M +$58.2K +432 +0.8%
HAI
717
Hennessy Advisors Inc
California
$7.25M -$40.4K -300 -0.5%
DWM
718
Diversify Wealth Management
Utah
$7.24M +$730K +5,416 +12%
FNT
719
First National Trust
Pennsylvania
$7.23M -$462K -3,429 -6%
FMC
720
First Merchants Corp
Indiana
$7.23M -$873K -6,481 -11%
MKC
721
M. Kraus & Co
Vermont
$7.2M -$206K -1,528 -3%
LS
722
Livforsakringsbolaget Skandia
Sweden
$7.17M
KWM
723
Kingsview Wealth Management
Oregon
$7.12M -$3.81M -28,284 -34%
PP
724
Patten & Patten
Tennessee
$7.1M -$296K -2,200 -4%
PJSIMP
725
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.1M -$282K -2,097 -4%

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.