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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
EA
1676
Emerald Advisors
Washington
$1.22M +$203K +1,508 +19%
LIG
1677
Lokken Investment Group
Delaware
$1.22M +$83.4K +619 +7%
IWM
1678
Iams Wealth Management
Nebraska
$1.22M +$19.3K +143 +2%
HFA
1679
Hutchinson Financial Advisors
Virginia
$1.22M +$1.24M +9,223 New
AWM
1680
Aviso Wealth Management
Washington
$1.22M +$23.3K +173 +2%
PR
1681
Payden & Rygel
California
$1.22M -$283K -2,100 -19%
WIA
1682
Wealthedge Investment Advisors
New York
$1.21M +$1.24M +9,175 New
SNBOSCI
1683
Security National Bank of Sioux City Iowa
Iowa
$1.21M -$6.74K -50 -0.5%
KCM
1684
Kathmere Capital Management
Pennsylvania
$1.21M +$493K +3,660 +67%
BIG
1685
Brooklyn Investment Group
New York
$1.21M -$47.6K -353 -4%
SIA
1686
SkyView Investment Advisors
New Jersey
$1.21M +$36.2K +269 +3%
PBT
1687
Pictet Bank & Trust
Bahamas
$1.2M -$1.42M -10,550 -54%
SPF
1688
South Plains Financial
Texas
$1.2M +$33.1K +246 +3%
FWA
1689
FSM Wealth Advisors
Ohio
$1.2M +$164K +1,217 +16%
OFS
1690
Orrstown Financial Services
Pennsylvania
$1.2M -$11.6K -86 -0.9%
PFSC
1691
Peoples Financial Services Corp
Pennsylvania
$1.2M -$162K -1,205 -12%
LWM
1692
Lyell Wealth Management
California
$1.19M -$427K -3,173 -26%
WAOTB
1693
Wealth Advisors of Tampa Bay
Florida
$1.19M +$451K +3,350 +59%
TFG
1694
Taylor Financial Group
Virginia
$1.19M -$59.3K -440 -5%
DCM
1695
Dudley Capital Management
Virginia
$1.19M -$36.1K -268 -3%
MWA
1696
MN Wealth Advisors
Kansas
$1.18M +$27.9K +207 +2%
SWM
1697
Segment Wealth Management
Texas
$1.18M -$35.3K -262 -3%
AO
1698
Advisor OS
Illinois
$1.18M +$72.7K +540 +6%
1C
1699
111 Capital
France
$1.18M +$914K +6,786 +313%
NA
1700
Nordwand Advisors
Pennsylvania
$1.18M +$1.21M +8,953 New

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.