We are live on ! Find out more
PEP icon

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
MCCP
2151
Mission Creek Capital Partners
California
$634K -$170K -1,264 -10%
AGWCA
2152
Annis Gardner Whiting Capital Advisors
Florida
$634K +$8.89K +66 +1%
BAG
2153
Bridgewealth Advisory Group
California
$632K +$645K +4,785 New
BDF
2154
Black Diamond Financial
Maryland
$631K +$26.9K +200 +4%
CG
2155
Curat Global
New Hampshire
$631K +$67.4K +500 +12%
CA
2156
Capital Advantage
California
$630K +$28.8K +214 +5%
I
2157
INVST
Indiana
$630K -$21.8K -162 -3%
FAFN
2158
First Affirmative Financial Network
Colorado
$628K +$54.2K +402 +9%
SFWA
2159
Summit Financial Wealth Advisors
Louisiana
$628K -$135 -1 -0%
FFS
2160
Founders Financial Securities
Maryland
$627K -$6.74K -50 -1%
HI
2161
Hoey Investments
Pennsylvania
$626K -$3.64K -27 -0.6%
APW
2162
Aventura Private Wealth
Florida
$625K -$181K -1,341 -22%
PSC
2163
Prentiss Smith & Co
Vermont
$624K
AAG
2164
Armstrong Advisory Group
Massachusetts
$624K -$39.6K -294 -6%
PWCM
2165
Processus Wealth & Capital Management
Tennessee
$624K -$28.2K -209 -4%
PCA
2166
Prosperity Capital Advisors
Ohio
$623K -$33.3K -247 -5%
SSWG
2167
Seven Springs Wealth Group
Tennessee
$623K -$26.9K -200 -4%
AWAP
2168
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$622K +$8.08K +60 +1%
CWM
2169
Chesapeake Wealth Management
Virginia
$620K -$37.2K -276 -6%
4A
2170
4Wealth Advisors
Illinois
$620K +$10.6K +79 +2%
GTAM
2171
Global Trust Asset Management
Florida
$619K -$11K -82 -2%
CPSC
2172
Carl P. Sherr & Co
Massachusetts
$616K -$67.4K -500 -10%
AIM
2173
Advyzon Investment Management
Illinois
$615K +$240K +1,779 +62%
3F
2174
360 Financial
Minnesota
$615K -$101K -748 -14%
SC
2175
Savoie Capital
Illinois
$614K

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.