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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
FC
2026
Forte Capital
New York
$762K -$347K -2,577 -31%
PSFG
2027
Prairie Sky Financial Group
Illinois
$762K
COCM
2028
Charter Oak Capital Management
New Hampshire
$758K -$75K -557 -9%
CPRC
2029
Consolidated Portfolio Review Corp
New York
$758K -$14.5K -108 -2%
1IA
2030
1834 Investment Advisors
Wisconsin
$755K -$33K -245 -4%
GDP
2031
Great Diamond Partners
Maine
$754K +$770K +5,714 New
AIM
2032
AMI Investment Management
Indiana
$753K -$19.1K -142 -2%
PG
2033
Proffitt & Goodson
Tennessee
$752K +$32.5K +241 +4%
WAM
2034
Weatherly Asset Management
California
$751K -$10.1K -75 -1%
MCM
2035
McRae Capital Management
New Jersey
$751K -$168K -1,250 -18%
JWWM
2036
Johnson & White Wealth Management
Pennsylvania
$750K -$6.74K -50 -0.9%
TIA
2037
Traphagen Investment Advisors
New Jersey
$746K -$22.9K -170 -3%
ACS
2038
Archford Capital Strategies
Illinois
$745K -$229K -1,698 -23%
CL
2039
COWA LLC
Oklahoma
$744K +$388K +2,878 +105%
CCG
2040
Coastwise Capital Group
California
$744K -$48.9K -363 -6%
RCWM
2041
Royal Capital Wealth Management
Indiana
$743K +$6.2K +46 +0.8%
GB
2042
Goepper Burkhardt
South Carolina
$743K
RBFC
2043
Roman Butler Fullerton & Co
Missouri
$743K +$11.6K +86 +2%
TLP
2044
Trinity Legacy Partners
Texas
$742K -$108K -804 -13%
HBT
2045
Heartland Bank & Trust
Illinois
$742K -$15.9K -118 -2%
PIMG
2046
Patriot Investment Management Group
Tennessee
$742K +$16K +119 +2%
TW
2047
Towerpoint Wealth
California
$739K -$29.1K -216 -4%
MMHP
2048
Murphy Middleton Hinkle & Parker
Georgia
$738K
SLT
2049
St Louis Trust
Missouri
$737K
GPI
2050
General Partner Inc
Pennsylvania
$735K

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.