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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
VCP
1951
Verus Capital Partners
Arizona
$856K -$15.9K -118 -2%
DAM
1952
Doheny Asset Management
California
$855K
GWANC
1953
Guardian Wealth Advisors (North Carolina)
North Carolina
$853K -$4.71K -35 -0.5%
MCM
1954
Marathon Capital Management
Maryland
$851K -$3.37K -25 -0.4%
BLAM
1955
Bourne Lent Asset Management
New York
$847K +$377K +2,800 +77%
AC
1956
Avestar Capital
New York
$847K -$223K -1,659 -21%
NPF
1957
Norris Perne & French
Michigan
$844K +$6.74K +50 +0.8%
MCCA
1958
Mill Creek Capital Advisors
Pennsylvania
$844K -$943 -7 -0.1%
SSCM
1959
Spectrum Strategic Capital Management
Oregon
$843K -$152K -1,132 -15%
RFG
1960
RFP Financial Group
Georgia
$842K +$7.95K +59 +0.9%
MPWS
1961
McCarter Private Wealth Services
Massachusetts
$842K -$137K -1,020 -14%
EIG
1962
Ellenbecker Investment Group
Wisconsin
$840K -$61.3K -455 -7%
ECM
1963
Elgethun Capital Management
South Dakota
$839K +$15K +111 +2%
SAM
1964
Strategy Asset Managers
California
$837K -$59.1K -439 -6%
OHWA
1965
Oak Hill Wealth Advisors
Virginia
$835K
IWM
1966
Integris Wealth Management
California
$835K +$26.9K +200 +3%
AGP
1967
Autumn Glory Partners
Texas
$834K -$8.35K -62 -1%
WSC
1968
Wellington Shields & Co
New York
$834K +$53.9K +400 +7%
AAM
1969
AMI Asset Management
California
$834K -$35.9M -266,242 -98%
GWP
1970
Gateway Wealth Partners
Wisconsin
$832K +$16.6K +123 +2%
SWA
1971
SFMG Wealth Advisors
Texas
$831K -$115K -855 -12%
MLA
1972
My Legacy Advisors
Oregon
$830K -$77.1K -572 -9%
WAM
1973
Wakefield Asset Management
Colorado
$829K
UPS
1974
UHLMANN PRICE SECURITIES
Illinois
$829K +$845K +6,275 New
TWM
1975
Triton Wealth Management
Arizona
$828K +$772K +5,733 New

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.