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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
EW
2001
Elyxium Wealth
California
$788K +$75.6K +561 +10%
CAWM
2002
Capital Advisors Wealth Management
Washington
$787K +$53.1K +394 +7%
AA
2003
Addison Advisors
Vermont
$787K +$53.9K +400 +7%
APG
2004
Abacus Planning Group
South Carolina
$787K -$6.06K -45 -0.7%
PIA
2005
Pollock Investment Advisors
Michigan
$785K -$44.9K -333 -5%
WFM
2006
Wolff Financial Management
Michigan
$783K +$674 +5 +0.1%
CPC
2007
Congress Park Capital
New York
$782K +$60.6K +450 +8%
PWAM
2008
Pinnacle West Asset Management
Wyoming
$779K -$7.41K -55 -0.9%
SHA
2009
Seneca House Advisors
Virginia
$779K +$28K +208 +4%
DE
2010
Diversified Enterprises
Delaware
$779K -$44.7K -332 -5%
SFS
2011
Security Financial Services
Indiana
$778K +$99.8K +741 +14%
BTWM
2012
Brass Tax Wealth Management
Ohio
$776K +$22.4K +166 +3%
EWM
2013
EPG Wealth Management
Georgia
$775K -$69.2K -514 -8%
APWA
2014
Atlas Private Wealth Advisors
New Jersey
$773K -$243K -1,804 -24%
FM
2015
Foster & Motley
Ohio
$773K -$18.5K -137 -2%
FA
2016
Faithward Advisors
Pennsylvania
$773K +$43.6K +324 +6%
CA
2017
Continuum Advisory
Idaho
$772K -$41K -304 -5%
FWM
2018
Forza Wealth Management
Florida
$772K -$14.8K -110 -2%
HA
2019
Herold Advisors
New York
$771K -$57.9K -430 -7%
VIG
2020
Vienna Insurance Group
Poland
$768K -$212K -1,573 -21%
TCOTS
2021
Trust Company of the South
North Carolina
$766K +$38K +282 +5%
FMTCOCP
2022
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$766K -$313K -2,322 -29%
GFA
2023
Gallagher Fiduciary Advisors
Illinois
$765K -$16.4K -122 -2%
FWP
2024
FAS Wealth Partners
Kansas
$765K -$2.24M -16,628 -74%
IA
2025
Insight Advisors
Pennsylvania
$764K -$4.45K -33 -0.6%

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.