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PepsiCo

3,312 hedge funds and large institutions have $142B invested in PepsiCo in 2025 Q3 according to their latest regulatory filings, with 207 funds opening new positions, 1,385 increasing their positions, 1,401 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 207 | Existing positions closed: 161

4% more capital invested

Capital invested by funds: $137B → $142B (+$5.41B)

0% less funds holding

Funds holding: 3,3203,312 (-8)

1% less repeat investments, than reductions

Existing positions increased: 1,385 | Existing positions reduced: 1,401

1.2% less ownership

Funds ownership: 75.12%73.92% (-1.2%)

16% less funds holding in top 10

Funds holding in top 10: 4538 (-7)

31% less call options, than puts

Call options by funds: $2.67B | Put options by funds: $3.87B

Holders
3,312
Holders Change
-8
Holders Change %
-0.24%
% of All Funds
43.46%
Holding in Top 10
38
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-15.56%
% of All Funds
0.5%
New
207
Increased
1,385
Reduced
1,401
Closed
161
Calls
$2.67B
Puts
$3.87B
Net Calls
-$1.2B
Net Calls Change
-$764M
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1201
McDaniel Terry & Co
Texas
$2.83M -$278K -1,948 -9%
CFO
1202
Callan Family Office
Pennsylvania
$2.83M +$283K +1,985 +11%
SWM
1203
Shakespeare Wealth Management
Wisconsin
$2.82M -$3.86K -27 -0.1%
PT
1204
Plimoth Trust
Massachusetts
$2.81M -$59.3K -415 -2%
RA
1205
Ransom Advisory
Rhode Island
$2.8M -$136K -949 -5%
BAM
1206
Belpointe Asset Management
Nevada
$2.8M +$318K +2,228 +13%
SW
1207
Simplicity Wealth
New Jersey
$2.79M -$3.07M -21,528 -52%
ZIG
1208
Zuckerman Investment Group
Illinois
$2.79M +$81K +567 +3%
GGA
1209
Granite Group Advisors
Connecticut
$2.79M -$848K -5,938 -23%
RWM
1210
Rockline Wealth Management
New York
$2.78M +$34.8K +244 +1%
I
1211
InvesTrust
Oklahoma
$2.78M +$13K +91 +0.5%
ZF
1212
Zhang Financial
Michigan
$2.78M +$3.14K +22 +0.1%
GRP
1213
Global Retirement Partners
California
$2.78M -$36.3K -254 -1%
BWAM
1214
Boyd Watterson Asset Management
Ohio
$2.77M +$284K +1,986 +11%
HAG
1215
HF Advisory Group
Maryland
$2.76M +$202K +1,413 +8%
LS
1216
Leelyn Smith
Illinois
$2.76M +$150K +1,049 +6%
OAM
1217
Oak Asset Management
California
$2.76M -$69.3K -485 -2%
CT
1218
Coastline Trust
Rhode Island
$2.75M -$85.8K -601 -3%
MNBTD
1219
Moody National Bank Trust Division
Texas
$2.75M -$45.3K -317 -2%
RCM
1220
Radnor Capital Management
Pennsylvania
$2.75M +$22.8K +160 +0.8%
CD
1221
Chapin Davis
Maryland
$2.74M +$58K +406 +2%
BO
1222
Bank OZK
Arkansas
$2.74M -$42.8K -300 -2%
UB
1223
Umpqua Bank
Oregon
$2.74M -$21.4K -150 -0.8%
III
1224
Independent Investors Inc
New York
$2.73M
TA
1225
Townsend & Associates
Colorado
$2.72M +$1.28K +9 +0.1%

PEP Hedge Fund Activity: Q3 2025 in Review

3,312 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q3 2025, worth a combined $142B — up 4% from $137B a quarter earlier.

Buyers outnumbered sellers: 207 funds opened new PEP positions and 161 closed out — a net gain of 46 holders — while 1,385 added to existing stakes and 1,401 trimmed.

The largest buyer was Barclays, adding an estimated $669M. The largest seller was Arrowstreet Capital, cutting an estimated $440M.

  • 3,312 institutional investors held PepsiCo (PEP) as of Q3 2025, down from 3,320 in Q2 2025.
  • Funds reported $142B of PepsiCo stock for Q3 2025, up 4% quarter-over-quarter.
  • 207 funds opened new PepsiCo positions in Q3 2025 and 161 closed out, a net change of +46 holders.
  • The largest PepsiCo buyer in Q3 2025 was Barclays, an estimated $669M added.
  • The largest PepsiCo seller in Q3 2025 was Arrowstreet Capital, an estimated $440M sold.

Based on aggregated 13F filings for Q3 2025.