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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
SIAP
1476
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.67M -$134K -995 -7%
CPWA
1477
Cerro Pacific Wealth Advisors
California
$1.67M -$154K -1,141 -8%
VA
1478
VestGen Advisors
Illinois
$1.66M +$34.5K +256 +2%
FA
1479
Fiduciary Alliance
South Carolina
$1.65M +$87K +646 +5%
BP
1480
Baypointe Partners
Connecticut
$1.65M -$5.05M -37,500 -75%
MPPW
1481
Mitchell & Pahl Private Wealth
Oklahoma
$1.65M +$103K +761 +7%
BWP
1482
Burling Wealth Partners
Illinois
$1.64M -$230K -1,707 -12%
JPWM
1483
Jamison Private Wealth Management
Georgia
$1.64M +$146K +1,084 +10%
CLA
1484
Carnegie Lake Advisors
New Jersey
$1.64M
SAM
1485
S.A. Mason
Michigan
$1.64M -$92.5K -687 -5%
SAM
1486
Smartleaf Asset Management
Massachusetts
$1.64M -$131K -976 -7%
WBCM
1487
Wilson & Boucher Capital Management
California
$1.64M +$2.96K +22 +0.2%
DBIA
1488
Dumont & Blake Investment Advisors
New Jersey
$1.64M +$1.48K +11 +0.1%
XSC
1489
X-Square Capital
Puerto Rico
$1.63M +$1.67M +12,375 New
OC
1490
Oarsman Capital
Wisconsin
$1.63M +$210K +1,560 +14%
KF
1491
Krilogy Financial
Missouri
$1.63M +$1.66M +12,347 New
SPFA
1492
Summit Place Financial Advisors
New Jersey
$1.63M +$8.35K +62 +0.5%
GIM
1493
Generali Investments Management
Slovenia
$1.63M -$431K -3,199 -21%
RFL
1494
RD Finance Ltd
Cyprus
$1.63M
DSC
1495
Duncker Streett & Co
Missouri
$1.62M -$82.6K -613 -5%
BFC
1496
Bedel Financial Consulting
Indiana
$1.62M +$269 +2 +0%
CFFP
1497
Center for Financial Planning
Michigan
$1.61M
CCA
1498
Checchi Capital Advisers
California
$1.61M -$243K -1,807 -13%
EI
1499
EDMP Inc
Florida
$1.61M +$188K +1,396 +13%
RAM
1500
Redmond Asset Management
Virginia
$1.61M -$205K -1,524 -11%

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.