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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
GC
2101
Gilbert & Cook
Iowa
$685K +$14.5K +108 +2%
LFA
2102
Legacy Financial Advisors
Kentucky
$684K -$413K -3,066 -37%
EB
2103
Exchange Bank
California
$684K -$25.7K -191 -4%
BCM
2104
Boltwood Capital Management
California
$683K -$1.35K -10 -0.2%
FG
2105
Foster Group
Iowa
$683K +$30.8K +229 +5%
WCM
2106
Weik Capital Management
Pennsylvania
$682K -$37.7K -280 -5%
KMWM
2107
Keudell/Morrison Wealth Management
Oregon
$682K +$82.2K +610 +13%
DWMS
2108
Dominguez Wealth Management Solutions
Virginia
$681K +$1.48K +11 +0.2%
IPAM
2109
Investment Partners Asset Management
New Jersey
$681K -$31.1K -231 -4%
SG
2110
Somerset Group
Minnesota
$678K
IWA
2111
IVC Wealth Advisors
Pennsylvania
$676K +$14.1K +105 +2%
MPIA
2112
Mountain Pacific Investment Advisers
Idaho
$676K -$40.4K -300 -6%
TWM
2113
Trueblood Wealth Management
Ohio
$675K -$3.91K -29 -0.6%
RA
2114
RiverPark Advisors
New York
$672K -$36.1K -268 -5%
OWM
2115
OneAscent Wealth Management
Alabama
$672K +$685K +5,086 New
ISFAN
2116
Investor's Fiduciary Advisor Network
Washington
$670K +$474K +3,517 +226%
BWM
2117
Buckley Wealth Management
Nevada
$670K -$16.3K -121 -2%
CAM
2118
CPA Asset Management
Florida
$670K
RIG
2119
RiverFront Investment Group
Virginia
$669K +$38.9K +289 +6%
1IA
2120
1620 Investment Advisors
Massachusetts
$667K +$9.83K +73 +1%
FB
2121
First Bancorp
Maine
$667K +$36K +267 +6%
MP
2122
Moment Partners
California
$666K +$6.74K +50 +1%
APW
2123
Austin Private Wealth
Texas
$666K -$12.8K -95 -2%
SFB
2124
STAR Financial Bank
Indiana
$665K -$69K -512 -9%
WCM
2125
Windsor Capital Management
Arizona
$662K

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.