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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
PGAM
1501
Princeton Global Asset Management
New Jersey
$1.61M -$195K -1,444 -11%
WWM
1502
Western Wealth Management
Colorado
$1.61M +$155K +1,148 +10%
DA
1503
Detalus Advisors
Missouri
$1.6M +$257K +1,910 +19%
FBC
1504
Fairfield, Bush & Co
Connecticut
$1.6M -$269 -2 -0%
SFS
1505
Stiles Financial Services
Minnesota
$1.6M +$68.6K +509 +4%
HA
1506
Hamel Associates
New Jersey
$1.6M +$93.6K +695 +6%
BW
1507
Basepoint Wealth
Iowa
$1.59M +$9.29K +69 +0.6%
LMKC
1508
L.M. Kohn & Company
Ohio
$1.59M -$664K -4,931 -29%
HWAM
1509
Hennion & Walsh Asset Management
New Jersey
$1.58M -$216K -1,606 -12%
PWG
1510
Portside Wealth Group
Utah
$1.58M +$76.8K +570 +5%
GWM
1511
Gibbs Wealth Management
Georgia
$1.58M +$80.7K +599 +5%
RSA
1512
River Street Advisors
Illinois
$1.58M +$45.3K +336 +3%
FFN
1513
Focus Financial Network
Minnesota
$1.58M +$18.2K +135 +1%
WIA
1514
Westbourne Investment Advisors
Maryland
$1.58M +$216K +1,600 +15%
PWM
1515
Partnership Wealth Management
Maryland
$1.57M
RCM
1516
Raleigh Capital Management
North Carolina
$1.57M +$244K +1,813 +18%
ABWM
1517
Alpine Bank Wealth Management
Colorado
$1.57M -$83.2K -618 -5%
TNB
1518
Thomasville National Bank
Georgia
$1.57M -$63.6K -472 -4%
BWG
1519
Boomfish Wealth Group
Georgia
$1.56M +$265K +1,966 +20%
CFA
1520
CWS Financial Advisors
Michigan
$1.55M -$16.4K -122 -1%
GF
1521
Gries Financial
Ohio
$1.55M +$93.6K +695 +6%
SCM
1522
SCS Capital Management
Massachusetts
$1.55M +$145K +1,075 +10%
AWM
1523
Accurate Wealth Management
Florida
$1.55M +$128K +947 +9%
CWAG
1524
Compton Wealth Advisory Group
Virginia
$1.54M -$155K -1,147 -9%
CIM
1525
CIM Investment Management
Pennsylvania
$1.54M +$730K +5,417 +100%

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.