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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
PFA
1026
Pure Financial Advisors
California
$3.62M +$2.89M +21,464 +361%
HCM
1027
Hall Capital Management
Rhode Island
$3.61M +$82.3K +611 +2%
MCP
1028
Mirador Capital Partners
California
$3.61M +$3.68M +27,320 New
CWS
1029
Confluence Wealth Services
Pennsylvania
$3.61M -$12.4K -92 -0.3%
UHC
1030
Union Heritage Capital
Michigan
$3.6M
PMFA
1031
Plante Moran Financial Advisors
Michigan
$3.6M +$43.4K +322 +1%
OSNBOA
1032
Old Second National Bank of Aurora
Illinois
$3.6M -$120K -893 -3%
NA
1033
Navellier & Associates
Nevada
$3.6M -$21.7K -161 -0.6%
MBTD
1034
Mechanics Bank - Trust Department
California
$3.59M -$558K -4,145 -13%
TC
1035
Trilogy Capital
California
$3.59M +$3.19M +23,680 +680%
TPCW
1036
TD Private Client Wealth
New York
$3.59M +$41.5K +308 +1%
EWA
1037
Exencial Wealth Advisors
Oklahoma
$3.58M +$514K +3,818 +16%
LJHT
1038
Laurie J. Hall Trustee
$3.57M -$269K -1,995 -7%
BCFS
1039
Butensky & Cohen Financial Security
Florida
$3.57M +$234K +1,735 +7%
WP
1040
WealthPLAN Partners
Nebraska
$3.56M -$1.21M -9,006 -25%
TCMP
1041
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.56M +$2.02M +14,964 +125%
AAMA
1042
Advanced Asset Management Advisors
Ohio
$3.56M
VIM
1043
VELA Investment Management
Ohio
$3.53M -$433K -3,215 -11%
BMA
1044
Brooks Moore & Associates
Tennessee
$3.53M +$27.1K +201 +0.8%
HKIM
1045
Hayek Kallen Investment Management
Alabama
$3.52M +$91.6K +680 +3%
LCM
1046
LVM Capital Management
Michigan
$3.5M -$52.5K -390 -1%
MIP
1047
Marietta Investment Partners
Wisconsin
$3.5M -$4.85K -36 -0.1%
MGP
1048
M&G plc
United Kingdom
$3.49M -$4.12M -30,574 -54%
FAM
1049
Formidable Asset Management
Ohio
$3.47M
BFA
1050
Bill Few Associates
Pennsylvania
$3.47M +$76K +564 +2%

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.