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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
DWP
1876
Destiny Wealth Partners
Florida
$939K +$154K +1,146 +19%
PEA
1877
Park Edge Advisors
Ohio
$939K -$29.8K -221 -3%
MCA
1878
Magnolia Capital Advisors
Mississippi
$938K -$2.02K -15 -0.2%
SL
1879
Sentry LLC
Tennessee
$938K
HBW
1880
Hazlett, Burt & Watson
West Virginia
$937K -$202K -1,499 -17%
WI
1881
WrapManager Inc
California
$936K -$85.3K -633 -8%
MWM
1882
MBE Wealth Management
Wisconsin
$935K +$4.71K +35 +0.5%
AWG
1883
Altus Wealth Group
Colorado
$935K +$10.6K +79 +1%
FSA
1884
Fort Sheridan Advisors
Illinois
$934K -$67.4K -500 -7%
LAIC
1885
Lederer & Associates Investment Counsel
California
$934K -$157K -1,167 -14%
PB
1886
Pinnacle Bancorp
Nebraska
$934K -$64.3K -477 -6%
VWM
1887
VCI Wealth Management
Missouri
$932K +$121K +898 +15%
PWA
1888
Physician Wealth Advisors
Utah
$928K +$2.29K +17 +0.2%
HWA
1889
Heartwood Wealth Advisors
Virginia
$926K +$147K +1,094 +18%
HI
1890
Hudock Inc
Pennsylvania
$926K -$28.7K -213 -3%
HDIM
1891
Hanson & Doremus Investment Management
Vermont
$925K +$99.5K +739 +12%
SJIM
1892
St. Johns Investment Management
Florida
$925K -$67.6K -502 -7%
CSUI
1893
Cincinnati Specialty Underwriters Insurance
Ohio
$924K
LP
1894
LMR Partners
United Kingdom
$924K +$779K +5,783 +475%
BONST
1895
Bank of Nova Scotia Trust
Ontario, Canada
$924K +$31K +230 +3%
AA
1896
Alta Advisers
United Kingdom
$924K
CSI
1897
Cross Staff Investments
New York
$922K -$13.5K -100 -1%
IA
1898
Integrity Alliance
Iowa
$918K -$1.57M -11,641 -63%
TC
1899
Trust Company
Kansas
$918K +$130K +962 +16%
SWIG
1900
Strategic Wealth Investment Group
Kentucky
$918K +$80.2K +595 +9%

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.