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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
CAMG
1401
CWA Asset Management Group
Florida
$1.87M -$185K -1,374 -9%
JWM
1402
Jupiter Wealth Management
Colorado
$1.87M
CGL
1403
Clarius Group LLC
Washington
$1.87M +$301K +2,234 +19%
BFPW
1404
BOK Financial Private Wealth
Colorado
$1.86M -$279K -2,069 -13%
MFC
1405
Mechanics Financial Corp
Ohio
$1.86M +$943 +7 +0%
CAU
1406
Caxton Associates (UK)
$1.85M +$1.66M +12,347 +738%
NW
1407
Naviter Wealth
Arkansas
$1.85M -$168K -1,245 -8%
TPWM
1408
Twelve Points Wealth Management
Massachusetts
$1.85M +$78.7K +584 +4%
TCA
1409
Transcend Capital Advisors
New Jersey
$1.85M -$2.34M -17,403 -55%
XF
1410
XML Financial
Maryland
$1.85M -$5.25K -39 -0.3%
AWCI
1411
Alpine Woods Capital Investors
New York
$1.84M -$1.59M -11,810 -46%
EHWM
1412
Eads & Heald Wealth Management
Georgia
$1.84M +$143K +1,064 +8%
CWP
1413
Cyndeo Wealth Partners
Florida
$1.84M -$9.29K -69 -0.5%
FIA
1414
Foundations Investment Advisors
Arizona
$1.84M -$48.8K -362 -3%
3IP
1415
3Chopt Investment Partners
Virginia
$1.84M -$34.8K -258 -2%
IIL
1416
Insight Inv LLC
California
$1.84M -$23.3K -173 -1%
USCWA
1417
U.S. Capital Wealth Advisors
Texas
$1.83M -$135 -1 -0%
SEP
1418
Southland Equity Partners
Missouri
$1.83M +$22.4K +166 +1%
PWM
1419
Peterson Wealth Management
Nevada
$1.83M -$871K -6,466 -32%
KCM
1420
Kerusso Capital Management
North Carolina
$1.83M +$943 +7 +0.1%
EPAM
1421
Evelyn Partners Asset Management
$1.83M -$747K -5,545 -29%
PCG
1422
Prosperity Consulting Group
Maryland
$1.83M +$52K +386 +3%
MWA
1423
Midland Wealth Advisors
Illinois
$1.83M -$111K -826 -6%
OPW
1424
Oxler Private Wealth
New York
$1.82M -$45.1K -335 -2%
SAI
1425
Savvy Advisors Inc
New York
$1.82M +$336K +2,497 +22%

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.