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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
NWM
926
Northcape Wealth Management
New York
$4.58M +$81.9K +608 +2%
BHWA
927
Beacon Harbor Wealth Advisors
Virginia
$4.57M -$1.75M -12,998 -27%
FNA
928
First National Advisers
Nebraska
$4.57M +$17K +126 +0.4%
GI
929
GAMMA Investing
California
$4.53M +$500K +3,709 +12%
DWT
930
Dorsey & Whitney Trust
South Dakota
$4.51M -$147K -1,091 -3%
VCM
931
Vivaldi Capital Management
Illinois
$4.51M -$5.39K -40 -0.1%
ACM
932
Altrius Capital Management
North Carolina
$4.49M +$622K +4,619 +16%
SG Americas Securities
933
SG Americas Securities
New York
$4.48M -$47.1M -350,013 -91%
1832 Asset Management
934
1832 Asset Management
Ontario, Canada
$4.47M -$5.03M -37,373 -52%
AIM
935
Achmea Investment Management
Netherlands
$4.44M -$1.92M -14,268 -30%
BEAM
936
Baker Ellis Asset Management
Washington
$4.43M -$238K -1,770 -5%
FCT
937
Family Capital Trust
Massachusetts
$4.41M +$4.18K +31 +0.1%
BP
938
BNP Paribas
France
$4.4M -$1.24M -9,235 -22%
WIC
939
Woodmont Investment Counsel
Tennessee
$4.39M -$265K -1,970 -6%
RGC
940
Roberts, Glore & Co
Illinois
$4.37M +$285K +2,117 +7%
CT
941
Caldwell Trust
Florida
$4.37M +$36.4K +270 +0.8%
TCM
942
Tufton Capital Management
Maryland
$4.36M -$141K -1,045 -3%
CCMINC
943
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.36M +$109K +808 +3%
FMWA
944
Forvis Mazars Wealth Advisors
Missouri
$4.36M +$11.6K +86 +0.3%
ACM
945
Alpha Capital Management
Texas
$4.35M +$914K +6,785 +26%
ELC
946
Edgar Lomax Company
Virginia
$4.34M -$70K -520 -2%
BG
947
Bollard Group
Massachusetts
$4.34M +$125K +929 +3%
PF
948
Phoenix Financial
Israel
$4.33M +$535K +3,970 +14%
PCTC
949
Perkins Coie Trust Company
Washington
$4.32M +$11K +82 +0.3%
PAM
950
Pegasus Asset Management
New York
$4.31M +$187K +1,388 +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.