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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
PPWM
1651
Paragon Private Wealth Management
Kentucky
$1.28M -$122K -905 -9%
MTIC
1652
Missouri Trust & Investment Company
Missouri
$1.28M +$122K +905 +10%
KFI
1653
Key Financial Inc
Pennsylvania
$1.28M
PP
1654
PDS Planning
Ohio
$1.27M +$8.22K +61 +0.6%
GA
1655
GoalVest Advisory
New York
$1.27M -$306K -2,268 -19%
AFM
1656
Abbot Financial Management
Massachusetts
$1.27M -$59.8K -444 -4%
GLR
1657
Great Lakes Retirement
Ohio
$1.27M +$125K +931 +11%
PHIC
1658
Pine Haven Investment Counsel
Massachusetts
$1.26M +$31K +230 +2%
MPI
1659
Mairs & Power Inc
Minnesota
$1.26M +$273K +2,026 +27%
AI
1660
Accredited Investors
Minnesota
$1.26M +$22K +163 +2%
FFO
1661
Fiduciary Family Office
Florida
$1.25M +$235K +1,748 +23%
AIC
1662
Archer Investment Corporation
Indiana
$1.25M -$179K -1,331 -12%
FFA
1663
Founders Financial Alliance
North Carolina
$1.25M +$52K +386 +4%
CNAM
1664
Campbell Newman Asset Management
Wisconsin
$1.25M
HIM
1665
Hillsdale Investment Management
Ontario, Canada
$1.25M +$1.13M +8,352 +768%
Members Trust
1666
Members Trust
Florida
$1.25M +$471K +3,495 +59%
EFG
1667
Everhart Financial Group
Ohio
$1.24M -$47.4K -352 -4%
LI
1668
LRI Investments
Florida
$1.24M +$2.42K +18 +0.2%
MFS
1669
McNamara Financial Services
Massachusetts
$1.24M
DMBA
1670
Deseret Mutual Benefit Administrators
Utah
$1.23M
CFCI
1671
Comprehensive Financial Consultants Institutional
Indiana
$1.23M -$7K -52 -0.6%
MWA
1672
Moser Wealth Advisors
Washington
$1.23M +$30.7K +228 +3%
TVWM
1673
Tower View Wealth Management
Wisconsin
$1.23M -$780K -5,788 -38%
EWM
1674
Elmwood Wealth Management
California
$1.23M -$9.43K -70 -0.7%
FFA
1675
First Foundation Advisors
California
$1.23M +$47.7K +354 +4%

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.