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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
WWA
1301
WCG Wealth Advisors
Nevada
$2.25M -$365K -2,706 -14%
HNB
1302
Hilltop National Bank
Wyoming
$2.25M +$2.29M +17,008 New
RHDIC
1303
R.H. Dinel Investment Counsel
California
$2.24M
JWA
1304
JFS Wealth Advisors
Pennsylvania
$2.24M -$88.8K -659 -4%
ST
1305
Sentinel Trust
Texas
$2.23M
AWA
1306
Arete Wealth Advisors
Illinois
$2.23M +$76.1K +565 +3%
CASB
1307
Cape Ann Savings Bank
Massachusetts
$2.23M -$41.1K -305 -2%
KCM
1308
Kennedy Capital Management
Missouri
$2.22M -$1.02M -7,583 -31%
WKWM
1309
Walter & Keenan Wealth Management
Indiana
$2.22M -$83.7K -621 -4%
Walleye Capital
1310
Walleye Capital
New York
$2.22M +$2.03M +15,053 +848%
ICP
1311
Ilex Capital Partners
United Kingdom
$2.22M +$2.26M +16,790 New
VCM
1312
Viewpoint Capital Management
Washington
$2.21M -$40.1K -298 -2%
PG
1313
Patten Group
Tennessee
$2.2M -$59.8K -444 -3%
WAP
1314
Wealthcare Advisory Partners
Pennsylvania
$2.19M +$276K +2,046 +14%
WC
1315
Westerkirk Capital
$2.18M +$2.23M +16,547 New
JIC
1316
Joel Isaacson & Co
New York
$2.18M +$9.97K +74 +0.5%
AWE
1317
Avidian Wealth Enterprises
Texas
$2.18M -$96K -713 -4%
ESB
1318
Essex Savings Bank
Connecticut
$2.18M -$213K -1,583 -9%
GWM
1319
Geneos Wealth Management
Colorado
$2.18M -$2.52M -18,694 -53%
CFG
1320
Chapman Financial Group
Hawaii
$2.17M +$2.22M +16,465 New
AIM
1321
Athena Investment Management
California
$2.17M
PHIMC
1322
Private Harbour Investment Management & Counsel
Ohio
$2.16M +$924K +6,862 +72%
CSA
1323
Cottage Street Advisors
Massachusetts
$2.15M -$177K -1,317 -7%
GD
1324
Grandfield & Dodd
New York
$2.15M -$55.8K -414 -2%
GWM
1325
GSB Wealth Management
Connecticut
$2.14M -$199K -1,475 -8%

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.