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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
CMP
876
Coston McIsaac & Partners
Maine
$5.05M +$69K +512 +1%
LAM
877
Lountzis Asset Management
Pennsylvania
$5.04M
SCM
878
Schnieders Capital Management
California
$5.04M +$472K +3,502 +10%
PFA
879
Pathway Financial Advisers
Indiana
$5.01M +$157K +1,167 +3%
NRS
880
Neville Rodie & Shaw
New York
$5M -$254K -1,883 -5%
PSP
881
Principal Street Partners
Tennessee
$5M -$152K -1,129 -3%
CNBTD
882
Citizens National Bank Trust Department
Mississippi
$5M -$31K -230 -0.6%
HFS
883
Hantz Financial Services
Michigan
$4.99M -$133K -987 -3%
JWM
884
JGP Wealth Management
Oregon
$4.97M +$106K +789 +2%
PP
885
Pacifica Partners
Canada
$4.96M +$1.77M +13,137 +53%
PWM
886
Perigon Wealth Management
California
$4.96M -$24.2K -180 -0.5%
KRSITF
887
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.94M -$349K -2,592 -6%
PMWMG
888
Parr McKnight Wealth Management Group
Minnesota
$4.93M +$873K +6,478 +21%
GIM
889
Grassi Investment Management
California
$4.93M +$20.2K +150 +0.4%
LNWWM
890
Laird Norton Wetherby Wealth Management
California
$4.92M +$5.02M +37,265 New
FFA
891
Farther Finance Advisors
California
$4.92M -$254K -1,884 -5%
FNBTCON
892
First National Bank & Trust Co of Newtown
Pennsylvania
$4.92M -$52.5K -390 -1%
AHC
893
Adell Harriman & Carpenter
Texas
$4.92M -$1.44M -10,664 -22%
VWMG
894
Virginia Wealth Management Group
Virginia
$4.92M +$1.92M +14,234 +62%
SCA
895
Stokes Capital Advisors
South Carolina
$4.92M -$656K -4,867 -12%
CT
896
Colonial Trust
South Carolina
$4.91M -$509K -3,777 -9%
BL
897
BCWM LLC
Kansas
$4.89M +$4.99M +37,060 New
NP
898
NorthRock Partners
Minnesota
$4.88M +$727K +5,394 +17%
BFG
899
Bleakley Financial Group
New Jersey
$4.87M -$322K -2,390 -6%
SFG
900
SevenBridge Financial Group
Pennsylvania
$4.85M -$740K -5,491 -14%

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.