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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
PWA
1926
Phoenix Wealth Advisors
North Carolina
$881K -$79.6K -591 -8%
MPM
1927
Meritage Portfolio Management
Kansas
$880K +$1.48K +11 +0.2%
CWP
1928
Core Wealth Partners
California
$880K +$2.29K +17 +0.3%
MCM
1929
M1 Capital Management
Michigan
$880K +$943 +7 +0.1%
DFG
1930
Demars Financial Group
Washington
$880K -$130M -968,567 -99%
BCA
1931
Bay Colony Advisors
Massachusetts
$878K -$211K -1,570 -19%
FPWM
1932
FSB Premier Wealth Management
Iowa
$878K +$86.9K +645 +11%
CPA
1933
Court Place Advisors
Maryland
$878K -$50.8K -377 -5%
SNB
1934
Security National Bank
Nebraska
$876K -$2.06M -15,285 -70%
CPA
1935
Cardiff Park Advisors
California
$876K +$23.4K +174 +3%
ECM
1936
EagleClaw Capital Management
Massachusetts
$876K
CFS
1937
CRA Financial Services
New Jersey
$876K -$51.9K -385 -5%
GLA
1938
Good Life Advisors
Pennsylvania
$875K +$203K +1,510 +30%
WCM
1939
Weaver Capital Management
Georgia
$875K -$122K -908 -12%
PAM
1940
Parvin Asset Management
South Dakota
$875K +$13.9K +103 +2%
PA
1941
Prossimo Advisors
California
$874K -$150K -1,117 -14%
AAM
1942
Aureus Asset Management
Massachusetts
$872K -$13.5K -100 -1%
MFS
1943
Mattson Financial Services
Michigan
$871K +$16.2K +120 +2%
OFS
1944
OneAscent Financial Services
Alabama
$870K -$735K -5,455 -46%
HPIA
1945
Hamilton Point Investment Advisors
North Carolina
$869K -$13.5K -100 -1%
GCC
1946
Guardian Capital (Canada)
Ontario, Canada
$869K -$1.47M -10,878 -62%
IIC
1947
Integrated Investment Consultants
Michigan
$867K +$139K +1,034 +19%
LJAC
1948
L.J. Altfest & Co
New York
$867K +$6.2K +46 +0.7%
MA
1949
MBA Advisors
Pennsylvania
$866K +$14.4K +107 +2%
SCP
1950
Sivia Capital Partners
California
$862K +$511K +3,790 +138%

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.