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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
FCCM
1901
First City Capital Management
Georgia
$917K +$94.7K +703 +11%
NHC
1902
Nicholas Hoffman & Company
Georgia
$916K +$67.5K +501 +8%
DLHL
1903
Donald L. Hagan LLC
Florida
$914K -$22.6K -168 -2%
EDRH
1904
Edmond de Rothschild Holding
Switzerland
$913K +$148K +1,096 +19%
MLA
1905
MB, Levis & Associates
Pennsylvania
$913K -$404 -3 -0%
LOPW
1906
Live Oak Private Wealth
North Carolina
$913K -$6.47K -48 -0.7%
VIP
1907
Vista Investment Partners
Oklahoma
$912K -$6.47K -48 -0.7%
BTC
1908
Bank & Trust Company
Illinois
$910K +$28.6K +212 +3%
MCM
1909
Maple Capital Management
Vermont
$907K -$521K -3,867 -36%
TF
1910
Tudor Financial
Ohio
$906K +$3.5K +26 +0.4%
JWM
1911
Jeppson Wealth Management
California
$904K +$10.8K +80 +1%
CHAM
1912
Clear Harbor Asset Management
Connecticut
$904K -$10.8K -80 -1%
ATWA
1913
Arbor Trust Wealth Advisors
Michigan
$904K -$60.8K -451 -6%
VWA
1914
VERITY Wealth Advisors
United States
$903K
CST
1915
Charles Schwab Trust
Nevada
$900K -$23.4K -174 -2%
ACM
1916
Argyle Capital Management
Pennsylvania
$898K +$26.9K +200 +3%
CRWM
1917
Castle Rock Wealth Management
California
$897K -$22K -163 -3%
RAG
1918
RIA Advisory Group
Iowa
$891K -$141K -1,043 -13%
CBT
1919
CoreFirst Bank & Trust
Kansas
$891K
KFA
1920
Kelleher Financial Advisors
New York
$891K +$59.7K +443 +7%
KCIC
1921
Kuhn & Co Investment Counsel
Illinois
$891K -$3.1K -23 -0.3%
FBT
1922
First Bank & Trust
South Dakota
$887K +$267K +1,985 +42%
CC
1923
Carlson Capital
Texas
$885K +$903K +6,700 New
CFO
1924
Custos Family Office
Texas
$883K +$34.9K +259 +4%
ASBI
1925
American State Bank (Iowa)
Iowa
$881K +$33.4K +248 +4%

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.