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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
MSCM
1776
McElhenny Sheffield Capital Management
Texas
$1.07M
DA
1777
Doliver Advisors
Texas
$1.07M +$384K +2,851 +54%
CCM
1778
Cullen Capital Management
New York
$1.07M -$29.2K -217 -3%
PAG
1779
Powers Advisory Group
Illinois
$1.07M +$29.9K +222 +3%
ICP
1780
Impact Capital Partners
Colorado
$1.07M +$12.4K +92 +1%
WG
1781
Wealth Group
North Carolina
$1.07M +$1.08K +8 +0.1%
BMWM
1782
Brown Miller Wealth Management
Virginia
$1.07M -$43.1K -320 -4%
GIP
1783
Greatmark Investment Partners
Georgia
$1.07M -$11.3K -84 -1%
MC
1784
Martin & Co
Tennessee
$1.07M +$2.69K +20 +0.2%
VBCG
1785
Valley Brook Capital Group
Pennsylvania
$1.07M -$13.5K -100 -1%
AWM
1786
Aberdeen Wealth Management
Illinois
$1.07M +$269 +2 +0%
GWA
1787
Gibson Wealth Advisors
Texas
$1.06M
FNBSF
1788
First National Bank Sioux Falls
South Dakota
$1.06M -$143K -1,058 -12%
FCAS
1789
First Command Advisory Services
Texas
$1.06M -$298K -2,209 -22%
LPAM
1790
Lodestar Private Asset Management
California
$1.06M -$4.71K -35 -0.4%
EFIC
1791
Eliot Finkel Investment Counsel
California
$1.05M -$21.6K -160 -2%
GS
1792
GTS Securities
New York
$1.05M -$1.49M -11,093 -58%
CastleKeep Investment Advisors
1793
CastleKeep Investment Advisors
Connecticut
$1.05M -$31.5K -234 -3%
Fidelity International
1794
Fidelity International
Bermuda
$1.05M -$4.11M -30,535 -79%
MA
1795
MCF Advisors
Kentucky
$1.05M -$35.3K -262 -3%
AWMT
1796
AAFMAA Wealth Management & Trust
North Carolina
$1.04M -$166K -1,231 -13%
GWAG
1797
Garrett Wealth Advisory Group
Texas
$1.04M +$269 +2 +0%
CCFM
1798
Clear Creek Financial Management
Washington
$1.04M +$86.6K +643 +9%
OLVIG
1799
Oliver Lagore Vanvalin Investment Group
Michigan
$1.04M +$933K +6,923 New
SAF
1800
Smith Anglin Financial
Texas
$1.04M +$17.2K +128 +2%

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.