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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
WA
2051
Waddell & Associates
Tennessee
$735K +$265K +1,965 +55%
TP
2052
Tranquility Partners
Tennessee
$735K -$19K -141 -2%
CFP
2053
Catalyst Financial Partners
Massachusetts
$734K -$2.29K -17 -0.3%
OIAM
2054
OFI Invest Asset Management
France
$732K +$45.3K +336 +5%
MCM
2055
Magnolia Capital Management
New York
$728K
KFS
2056
Keynote Financial Services
Connecticut
$727K +$331K +2,457 +81%
DRD
2057
Dennis R. Delaney
$727K -$77.5K -575 -9%
HTHT
2058
Hemenway Trust Hemenway Trust
New Hampshire
$722K -$251K -1,861 -25%
FSA
2059
Franklin Street Advisors
North Carolina
$722K +$21.7K +161 +3%
DI
2060
DAGCO Inc
Ohio
$719K -$388K -2,877 -35%
AWAU
2061
Alliance Wealth Advisors (Utah)
Utah
$719K +$57.9K +430 +9%
OPPS
2062
Obsidian Personal Planning Solutions
Maryland
$717K +$269 +2 +0%
AFM
2063
Armstrong Fleming & Moore
District of Columbia
$717K +$448K +3,328 +158%
WAM
2064
Wolverine Asset Management
Illinois
$717K +$718K +5,330 +5,439%
RIA
2065
Richwood Investment Advisors
Ohio
$717K -$11.4K -85 -2%
LWM
2066
Lakeridge Wealth Management
Ohio
$714K +$11.6K +86 +2%
SLA
2067
Silver Lake Advisory
Utah
$714K +$31.3K +232 +4%
TSWM
2068
Tyler-Stone Wealth Management
Ohio
$713K -$55.1K -409 -7%
CCMG
2069
Clark Capital Management Group
Pennsylvania
$711K -$67.4K -500 -8%
FFA
2070
Fi3 Financial Advisors
Indiana
$711K +$353K +2,621 +95%
CNBT
2071
Cornerstone National Bank & Trust
Illinois
$709K +$41.8K +310 +6%
BWM
2072
Base Wealth Management
Florida
$708K -$539 -4 -0.1%
MEG
2073
Millstone Evans Group
Colorado
$708K -$3.1K -23 -0.4%
ILI
2074
Invesco LLC (Illinois)
Illinois
$707K -$95.9K -712 -12%
AFG
2075
Atomi Financial Group
New York
$706K -$323K -2,400 -31%

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.