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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
WPC
1751
Wedmont Private Capital
Pennsylvania
$1.11M -$213K -1,579 -16%
TWP
1752
Tempus Wealth Planning
California
$1.11M +$16.7K +124 +2%
HIC
1753
Holderness Investments Company
North Carolina
$1.11M -$327K -2,427 -22%
BA
1754
Ballast Advisors
Minnesota
$1.1M +$200K +1,484 +22%
SMA
1755
Sage Mountain Advisors
Georgia
$1.1M -$70.9K -526 -6%
GBT
1756
Grove Bank & Trust
Florida
$1.1M -$26.3K -195 -2%
WFS
1757
Widmann Financial Services
Maryland
$1.1M -$22.8K -169 -2%
SWA
1758
ShankerValleau Wealth Advisors
Illinois
$1.1M -$26.9K -200 -2%
MDA
1759
Minot DeBlois Advisors
Massachusetts
$1.1M +$23.3K +173 +2%
GCM
1760
Garland Capital Management
Washington
$1.1M -$2.69M -19,978 -71%
CAM
1761
Cidel Asset Management
Ontario, Canada
$1.1M +$93.9K +697 +9%
GAM
1762
Griffin Asset Management
New York
$1.09M -$44.2K -328 -4%
FFS
1763
Flavin Financial Services
Florida
$1.09M -$78.7K -584 -7%
ZIC
1764
ZWJ Investment Counsel
Georgia
$1.09M -$625K -4,639 -36%
AF
1765
Advisornet Financial
Minnesota
$1.09M -$29K -215 -3%
SWM
1766
Spire Wealth Management
Virginia
$1.09M -$3.33M -24,742 -75%
OQS
1767
Occudo Quantitative Strategies
Florida
$1.08M +$1.11M +8,213 New
DIA
1768
Dana Investment Advisors
Wisconsin
$1.08M -$783K -5,809 -41%
PSB
1769
Piscataqua Savings Bank
New Hampshire
$1.08M -$33.4K -248 -3%
ZI
1770
ZEGA Investments
Florida
$1.08M +$1.1M +8,177 New
DDC
1771
DF Dent & Co
Maryland
$1.08M +$116K +863 +12%
Kayne Anderson Rudnick Investment Management
1772
Kayne Anderson Rudnick Investment Management
California
$1.08M -$5.05M -37,509 -82%
SPWM
1773
Schrum Private Wealth Management
Florida
$1.08M -$15.2K -113 -1%
TCCM
1774
Timber Creek Capital Management
Massachusetts
$1.08M
MWA
1775
Meridian Wealth Advisors
Texas
$1.08M -$226K -1,680 -17%

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.