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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
CIAS
1376
CFS Investment Advisory Services
New Jersey
$1.96M +$12.3K +91 +0.6%
OWA
1377
Octavia Wealth Advisors
Ohio
$1.95M -$198K -1,472 -9%
NSEDCP
1378
NJ State Employees Deferred Compensation Plan
New Jersey
$1.95M
TWA
1379
TCI Wealth Advisors
Arizona
$1.94M -$20.6K -153 -1%
IAS
1380
Investment Advisory Services
Texas
$1.94M -$73.7K -547 -4%
NB
1381
Northwest Bancshares
Pennsylvania
$1.94M +$1.11M +8,238 +128%
TNBTD
1382
Trustmark National Bank Trust Department
Mississippi
$1.93M -$435K -3,230 -18%
MFG
1383
Magnus Financial Group
New York
$1.92M +$13.6K +101 +0.7%
AAS
1384
Ameritas Advisory Services
Nebraska
$1.92M -$93.9K -697 -5%
BCM
1385
Brookmont Capital Management
Texas
$1.92M -$93.2K -692 -5%
SQA
1386
Simon Quick Advisors
New Jersey
$1.91M +$806K +5,987 +70%
IAIM
1387
International Assets Investment Management
Florida
$1.91M -$993K -7,375 -34%
LIA
1388
LS Investment Advisors
Michigan
$1.91M -$227K -1,683 -10%
TS
1389
Triglav Skladi
Slovenia
$1.9M -$34.8K -258 -2%
NDBT
1390
North Dallas Bank & Trust
Texas
$1.9M +$1.93M +14,355 New
SLI
1391
Sumitomo Life Insurance
Japan
$1.89M -$793K -5,886 -29%
NCM
1392
Northside Capital Management
Oregon
$1.89M +$1.93M +14,338 New
PAA
1393
Peregrine Asset Advisers
Oregon
$1.89M +$1.29M +9,550 +200%
DA
1394
DCM Advisors
New York
$1.89M +$151K +1,121 +8%
P
1395
Pitcairn
Pennsylvania
$1.89M -$201K -1,494 -9%
RWM
1396
RKL Wealth Management
Pennsylvania
$1.88M +$50.1K +372 +3%
AWM
1397
Accel Wealth Management
Iowa
$1.88M +$80.4K +597 +4%
BA
1398
Birinyi Associates
Connecticut
$1.88M +$1.92M +14,225 New
BCB
1399
Brian C. Broderick
$1.88M -$201K -1,495 -10%
HIM
1400
Harbour Investment Management
Washington
$1.87M -$17.5K -130 -0.9%

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.