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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
CFM
1201
Capricorn Fund Managers
United Kingdom
$2.68M +$2.74M +20,314 New
1WA
1202
180 Wealth Advisors
Washington
$2.68M +$111K +821 +4%
IC
1203
Inscription Capital
Texas
$2.68M -$772K -5,728 -22%
FFA
1204
Fragasso Financial Advisors
Pennsylvania
$2.68M -$164K -1,217 -6%
SMFG
1205
Sumitomo Mitsui Financial Group
Japan
$2.67M -$329K -2,442 -11%
CT
1206
Coastline Trust
Rhode Island
$2.66M -$21.4K -159 -0.8%
OAM
1207
Oak Asset Management
California
$2.66M +$12.7K +94 +0.5%
SWM
1208
Shakespeare Wealth Management
Wisconsin
$2.65M -$186K -1,384 -6%
QI
1209
Qtron Investments
Massachusetts
$2.65M
GRP
1210
Global Retirement Partners
California
$2.65M +$2.7M +20,034 New
PL
1211
Perpetual Ltd
Australia
$2.64M +$1.09M +8,082 +68%
BBWA
1212
Bell & Brown Wealth Advisors
California
$2.63M +$38.8K +288 +1%
BSA
1213
Bull Street Advisors
Georgia
$2.63M +$9.97K +74 +0.4%
MNBTD
1214
Moody National Bank Trust Division
Texas
$2.62M +$88.9K +660 +3%
BO
1215
Bank OZK
Arkansas
$2.62M -$50K -371 -2%
SW
1216
StrongBox Wealth
Missouri
$2.61M +$287K +2,128 +12%
ZF
1217
Zhang Financial
Michigan
$2.61M -$2.42K -18 -0.1%
I
1218
InvesTrust
Oklahoma
$2.6M -$2.96M -21,969 -53%
BC
1219
Burney Company
Virginia
$2.6M -$360K -2,675 -12%
PCG
1220
PFC Capital Group
California
$2.6M -$457K -3,395 -15%
RWM
1221
Rockline Wealth Management
New York
$2.59M -$19.9K -148 -0.8%
III
1222
Independent Investors Inc
New York
$2.57M
RCM
1223
Radnor Capital Management
Pennsylvania
$2.56M +$20.2K +150 +0.8%
DGM
1224
Delta Global Management
New York
$2.55M +$335K +2,485 +15%
ZIG
1225
Zuckerman Investment Group
Illinois
$2.55M +$359K +2,668 +16%

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.