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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
KWA
1551
Kingswood Wealth Advisors
California
$1.47M -$200K -1,483 -12%
GL
1552
GHE LLC
Tennessee
$1.47M -$216K -1,605 -13%
CFGW
1553
Chancellor Financial Group WB
Pennsylvania
$1.47M +$27.6K +205 +2%
MMPW
1554
Mitchell McLeod Pugh & Williams
Alabama
$1.47M +$59.5K +442 +4%
SACTSONJ
1555
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.47M
BWM
1556
BKM Wealth Management
Wisconsin
$1.47M -$2.02K -15 -0.1%
ERSOT
1557
Employees Retirement System of Texas
Texas
$1.46M +$1.49M +11,071 New
BMWS
1558
Brady Martz Wealth Solutions
North Dakota
$1.46M -$7K -52 -0.5%
MCM
1559
Monarch Capital Management
Indiana
$1.46M +$254K +1,882 +21%
SWP
1560
Sagespring Wealth Partners
Tennessee
$1.46M +$112K +830 +8%
CNTOF
1561
Canandaigua National Trust of Florida
New York
$1.46M +$535K +3,973 +56%
EFMC
1562
Empire Financial Management Company
New York
$1.46M -$19.9K -148 -1%
CYG
1563
Clean Yield Group
Vermont
$1.46M -$674 -5 -0%
CSC
1564
Caldwell Sutter Capital
California
$1.46M +$33.7K +250 +2%
MFA
1565
Mayflower Financial Advisors
Massachusetts
$1.46M -$283K -2,098 -16%
CWM
1566
Compass Wealth Management
Connecticut
$1.45M -$3M -22,290 -67%
A
1567
AustralianSuper
Australia
$1.45M -$345K -2,560 -19%
KP
1568
Keel Point
Alabama
$1.45M +$824K +6,120 +126%
GRQ
1569
Gardner Russo & Quinn
Pennsylvania
$1.45M -$2.56K -19 -0.2%
DAM
1570
Delta Asset Management
Tennessee
$1.44M
BFC
1571
Blue Fin Capital
Rhode Island
$1.44M +$143K +1,065 +11%
NL
1572
NWAM LLC
Washington
$1.44M +$922K +6,843 +181%
KTC
1573
Kentucky Trust Company
Kentucky
$1.44M +$16.8K +125 +1%
BB
1574
Berkshire Bank
Massachusetts
$1.44M +$275K +2,042 +23%
BIM
1575
Baldwin Investment Management
Pennsylvania
$1.44M -$72.5K -538 -5%

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.