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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
ATS
1801
Ashton Thomas Securities
New York
$1.04M -$13.7K -102 -1%
MJP
1802
Michael J. Puzo
$1.04M -$95K -705 -8%
PWMG
1803
Pinnacle Wealth Management Group
Michigan
$1.04M -$152K -1,128 -13%
USB
1804
Union Savings Bank
Connecticut
$1.03M -$2.69K -20 -0.3%
HCM
1805
Hodges Capital Management
Texas
$1.03M +$17.8K +132 +2%
FCB
1806
First County Bank
Connecticut
$1.03M +$193K +1,431 +22%
A
1807
Argentarii
Ohio
$1.03M -$181K -1,341 -15%
PFM
1808
Potomac Fund Management
Florida
$1.03M +$53.7K +399 +6%
NAS
1809
NWF Advisory Services
California
$1.03M +$254K +1,888 +32%
SXL
1810
Summit X LLC
Missouri
$1.03M -$5.52K -41 -0.5%
AAIM
1811
Asset Advisors Investment Management
Georgia
$1.03M -$106K -788 -9%
LCM
1812
LCM Capital Management
Illinois
$1.02M +$4.45K +33 +0.4%
GAAM
1813
Guinness Atkinson Asset Management
California
$1.02M
SPC
1814
Spirepoint Private Client
Florida
$1.02M +$4.71K +35 +0.5%
SFP
1815
Shepherd Financial Partners
Massachusetts
$1.02M +$15.9K +118 +2%
SWA
1816
Stratos Wealth Advisors
Ohio
$1.02M -$55.4K -411 -5%
PK
1817
Pflug Koory
Nebraska
$1.02M -$5.93K -44 -0.6%
DAC
1818
Dividend Assets Capital
South Carolina
$1.02M -$47.3K -351 -4%
LIM
1819
Longfellow Investment Management
Massachusetts
$1.02M
DI
1820
Diligent Investors
California
$1.01M +$4.98K +37 +0.5%
BWM
1821
Bulltick Wealth Management
Florida
$1.01M -$500K -3,711 -33%
PIA
1822
Pinion Investment Advisors
Kansas
$1.01M +$32.7K +243 +3%
RGF
1823
Retirement Guys Formula
Ohio
$1.01M +$103K +761 +11%
SFC
1824
SYM Financial Corp
Indiana
$1.01M +$507K +3,762 +97%
LPT
1825
Legacy Private Trust
Wisconsin
$1.01M -$32.7K -243 -3%

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.