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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
SF
951
Symphony Financial
Texas
$4.31M +$4.11M +30,518 New
EF
952
Exeter Financial
Arizona
$4.27M +$96.6K +717 +2%
ANTB
953
AMG National Trust Bank
Colorado
$4.25M +$49.2K +365 +1%
NHT
954
New Hampshire Trust
New Hampshire
$4.23M -$28K -208 -0.6%
VPI
955
Value Partners Investments
Manitoba, Canada
$4.23M +$881K +6,537 +26%
BKA
956
Brick & Kyle Associates
Pennsylvania
$4.23M -$8.76K -65 -0.2%
AAM
957
Azzad Asset Management
Virginia
$4.22M +$209K +1,550 +5%
O
958
Ossiam
France
$4.21M +$371K +2,752 +9%
RCM
959
RB Capital Management
Nevada
$4.21M -$269 -2 -0%
STA
960
Summit Trail Advisors
New York
$4.2M +$4.29M +31,829 New
VCA
961
Verdence Capital Advisors
Maryland
$4.19M +$31K +230 +0.7%
HBT
962
Hills Bank & Trust
Iowa
$4.19M -$197K -1,463 -4%
MS
963
Marshall & Sullivan
Washington
$4.18M +$80.6K +598 +2%
HCM
964
Howland Capital Management
Massachusetts
$4.18M -$536K -3,979 -11%
M
965
MOTCO
Texas
$4.14M -$93.9K -697 -2%
CIA
966
Covington Investment Advisors
Pennsylvania
$4.13M +$498K +3,700 +13%
HSA
967
HBK Sorce Advisory
Pennsylvania
$4.13M -$6.33K -47 -0.1%
BCM
968
Buckhead Capital Management
Georgia
$4.13M -$1.27M -9,427 -23%
OIM
969
Opus Investment Management
Massachusetts
$4.12M
AG
970
Ascent Group
Virginia
$4.1M -$96.5K -716 -2%
LFAS
971
Level Four Advisory Services
Texas
$4.09M +$111K +827 +3%
FCM
972
Fourpath Capital Management
Oklahoma
$4.05M +$91.7K +681 +2%
MJRIC
973
Mogy Joel R Investment Counsel
California
$4.05M
SFO
974
Stokes Family Office
Louisiana
$4.05M +$74.8K +555 +2%
ERIC
975
Eagle Rock Investment Company
Georgia
$4.04M +$184K +1,366 +5%

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.