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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
NGA
1051
Naples Global Advisors
Florida
$3.47M +$79.7K +592 +2%
JFGIW
1052
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.47M -$294K -2,184 -8%
SAM
1053
Smithbridge Asset Management
Pennsylvania
$3.46M +$29.1K +216 +0.8%
ACM
1054
Aster Capital Management
United Arab Emirates
$3.45M +$3.52M +26,154 New
BA
1055
Baugh & Associates
Georgia
$3.45M -$233K -1,730 -6%
RSWM
1056
Robertson Stephens Wealth Management
California
$3.45M +$143K +1,061 +4%
AT
1057
American Trust
Kentucky
$3.45M +$125K +928 +4%
BMC
1058
Beaton Management Company
Massachusetts
$3.44M -$113K -840 -3%
PCMF
1059
Private Capital Management (Florida)
Florida
$3.44M +$3.27M +24,255 +1,344%
PFBT
1060
Parkside Financial Bank & Trust
Missouri
$3.42M +$1.59M +11,834 +84%
BGC
1061
Beutel, Goodman & Co
Ontario, Canada
$3.42M -$242K -1,800 -6%
BFO
1062
Biltmore Family Office
North Carolina
$3.42M -$12K -89 -0.3%
BIG
1063
Builder Investment Group
Georgia
$3.42M -$40.4K -300 -1%
TSMHT
1064
Thurston Springer Miller Herd & Titak
Indiana
$3.41M +$626K +4,650 +22%
GGA
1065
Granite Group Advisors
Connecticut
$3.4M +$1.09M +8,097 +46%
NS
1066
NBC Securities
Alabama
$3.4M -$294K -2,179 -8%
CT
1067
Chicago Trust
Illinois
$3.4M +$231K +1,713 +7%
VIA
1068
Vickerman Investment Advisors
Washington
$3.39M +$541K +4,014 +19%
SHFA
1069
SS&H Financial Advisors
Michigan
$3.39M -$38.3K -284 -1%
FPCP
1070
Fort Point Capital Partners
California
$3.39M -$1.01M -7,525 -23%
CAAS
1071
Capital Asset Advisory Services
Michigan
$3.39M +$98.1K +728 +3%
OHIS
1072
Oak Harvest Investment Services
Texas
$3.38M -$2.13M -15,816 -38%
SWMG
1073
Signature Wealth Management Group
Georgia
$3.38M +$193K +1,433 +6%
CAM
1074
Columbia Asset Management
Michigan
$3.37M +$218K +1,620 +7%
AM
1075
AGF Management
Ontario, Canada
$3.36M +$2.4M +17,808 +233%

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.