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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
CFMC
1126
Curbstone Financial Management Corp
New Hampshire
$3.07M +$32.9K +244 +1%
AL
1127
Arnhold LLC
New York
$3.07M +$3.13M +23,222 New
IHL
1128
Investment House LLC
California
$3.06M -$443K -3,292 -12%
MAM
1129
Mystic Asset Management
Rhode Island
$3.06M -$104K -775 -3%
AWA
1130
Arkadios Wealth Advisors
Georgia
$3.05M +$114K +847 +4%
CA
1131
CGN Advisors
Kansas
$3.04M -$5.39K -40 -0.2%
HI
1132
Harbour Investments
Wisconsin
$3.03M -$239K -1,776 -7%
BCFD
1133
Boit C.F. David
$3.02M
BIM
1134
Brentview Investment Management
Illinois
$3.02M -$53.5K -397 -2%
JWM
1135
JPL Wealth Management
Colorado
$3M +$27.2K +202 +0.9%
MC
1136
Mathes Company
New York
$3M -$121K -900 -4%
SIC
1137
Shoker Investment Counsel
Ohio
$3M +$64.5K +479 +2%
BHBT
1138
Burke & Herbert Bank & Trust
Virginia
$2.99M -$57.7K -428 -2%
TCWA
1139
Turtle Creek Wealth Advisors
Texas
$2.98M -$386K -2,866 -11%
WCM
1140
Winthrop Capital Management
Indiana
$2.98M +$17K +126 +0.6%
AC
1141
Apella Capital
Connecticut
$2.98M -$60.2K -447 -2%
DAM
1142
Diamant Asset Management
Connecticut
$2.97M -$53.2K -395 -2%
PWC
1143
PYA Waltman Capital
Tennessee
$2.96M +$570K +4,233 +23%
CPIG
1144
Chicago Partners Investment Group
Illinois
$2.95M +$455K +3,374 +20%
IWA
1145
Icon Wealth Advisors
Texas
$2.95M -$686K -5,093 -19%
MCB
1146
Morton Community Bank
Illinois
$2.95M +$197K +1,460 +7%
MCP
1147
Martin Capital Partners
Oregon
$2.94M +$2.02M +15,005 +207%
KCPG
1148
Kavar Capital Partners Group
Kansas
$2.92M -$408K -3,026 -12%
MTC
1149
McDaniel Terry & Co
Texas
$2.92M -$3.12M -23,159 -51%
NG
1150
Norden Group
Utah
$2.92M -$52.5K -390 -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.