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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
FWA
2126
Flagship Wealth Advisors
Massachusetts
$660K +$4.18K +31 +0.6%
GCP
2127
GSA Capital Partners
United Kingdom
$659K -$85K -631 -11%
TFO
2128
Tarbox Family Office
California
$659K
SB
2129
SIG Brokerage
New York
$659K +$403K +2,989 +150%
FBFS
2130
First Business Financial Services
Wisconsin
$658K -$41.9K -311 -6%
IIA
2131
Integral Investment Advisors
California
$657K -$38.7K -287 -5%
NERM
2132
New England Research & Management
Illinois
$657K -$53.2K -395 -7%
QWM
2133
Quadcap Wealth Management
Texas
$656K -$9.43K -70 -1%
NWAG
2134
Net Worth Advisory Group
Utah
$656K -$721K -5,353 -52%
TCBWMS
2135
Texas Capital Bank Wealth Management Services
Texas
$655K -$165K -1,224 -20%
BRG
2136
Bay Rivers Group
Virginia
$652K -$19.8K -147 -3%
RA
2137
Rockingstone Advisors
Massachusetts
$651K -$191K -1,415 -22%
HFS
2138
Hopwood Financial Services
Virginia
$651K -$2.29K -17 -0.3%
OAM
2139
OP Asset Management
$650K
WP
2140
Westmount Partners
California
$647K -$10.5K -78 -2%
ICP
2141
Ironvine Capital Partners
Nebraska
$647K
AG
2142
AIA Group
Hong Kong
$644K +$657K +4,879 New
RWPA
2143
Richard W. Paul & Associates
Michigan
$643K +$40.5K +301 +7%
AAS
2144
Annex Advisory Services
Wisconsin
$641K -$96.2K -714 -13%
T
2145
Transce3nd
Texas
$640K +$67.6K +502 +12%
AFG
2146
Allegheny Financial Group
Pennsylvania
$639K +$539 +4 +0.1%
BCG
2147
Breakwater Capital Group
New Jersey
$637K -$106K -790 -14%
HVP
2148
Hudson Value Partners
Florida
$636K -$87.6K -650 -12%
CFIA
2149
Cantor Fitzgerald Investment Advisors
New York
$635K
CB
2150
Centennial Bank
Arkansas
$634K -$4.45K -33 -0.7%

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.