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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
LAM
1276
LOM Asset Management
$2.34M +$2.39M +17,737 New
BWAM
1277
Boyd Watterson Asset Management
Ohio
$2.34M +$147K +1,088 +7%
SAG
1278
SageView Advisory Group
California
$2.34M -$43.1K -320 -2%
LA
1279
LVW Advisors
New York
$2.34M -$46.1K -342 -2%
VA
1280
Valmark Advisers
Ohio
$2.34M -$113K -841 -5%
BAM
1281
Belpointe Asset Management
Nevada
$2.33M +$274K +2,032 +13%
MWM
1282
Mission Wealth Management
California
$2.33M -$13.9K -103 -0.6%
TA
1283
TFG Advisers
Michigan
$2.32M -$66.5K -494 -3%
SMC
1284
Smith, Moore & Co
Missouri
$2.32M -$62.5K -464 -3%
TAIM
1285
Te Ahumairangi Investment Management
New Zealand
$2.32M +$348K +2,580 +17%
EM
1286
Excalibur Management
Massachusetts
$2.32M +$144K +1,066 +6%
LKIM
1287
Lawson Kroeker Investment Management
Nebraska
$2.32M +$121K +900 +5%
AWM
1288
Avior Wealth Management
Nebraska
$2.31M +$207K +1,537 +10%
CCG
1289
Chatham Capital Group
Georgia
$2.31M -$115K -855 -5%
FWM
1290
Finer Wealth Management
Massachusetts
$2.31M +$153K +1,133 +7%
ACP
1291
Aviance Capital Partners
Florida
$2.3M +$58.2K +432 +3%
AOWM
1292
Alpha Omega Wealth Management
Virginia
$2.29M -$53.9K -400 -2%
MIM
1293
Morningstar Investment Management
Illinois
$2.29M +$373K +2,769 +19%
DFA
1294
Delta Financial Advisors
Louisiana
$2.28M +$86.9K +645 +4%
AC
1295
AlphaCore Capital
California
$2.27M +$110K +817 +5%
PWP
1296
Prasad Wealth Partners
Ohio
$2.26M +$2.31M +17,127 New
HHAA
1297
Henry H. Armstrong Associates
Pennsylvania
$2.26M
WPC
1298
White Pine Capital
Minnesota
$2.25M -$16.3K -121 -0.7%
NAMP
1299
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.25M -$40.4K -300 -2%
MIM
1300
Moseley Investment Management
Florida
$2.25M -$92.7K -688 -4%

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.