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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
ONST
2201
Old North State Trust
North Carolina
$590K +$43K +319 +8%
BZWA
2202
Blue Zone Wealth Advisors
California
$589K -$9.97K -74 -2%
LFA
2203
Laraway Financial Advisors
Minnesota
$588K +$135 +1 +0%
EIA
2204
Edgemoor Investment Advisors
Maryland
$587K +$8.49K +63 +1%
WP
2205
Waycross Partners
Kentucky
$585K
KW
2206
KWB Wealth
California
$584K -$13.3K -99 -2%
AW
2207
Atlas Wealth
Ohio
$584K +$17K +126 +3%
ONSWM
2208
Old North State Wealth Management
North Carolina
$583K +$56.7K +421 +11%
OE
2209
October Effect
Virginia
$583K +$594K +4,412 New
QC
2210
Quent Capital
New York
$582K -$81.8K -607 -12%
CTI
2211
Community Trust & Investment
Kentucky
$582K
MSF
2212
Mustard Seed Financial
Arkansas
$579K +$5.12K +38 +0.9%
SWMP
2213
Signature Wealth Management Partners
New Jersey
$577K
CICI
2214
Capital Investment Counsel Inc
North Carolina
$576K
CWM
2215
Cahaba Wealth Management
Georgia
$574K -$42K -312 -7%
CAM
2216
Councilmark Asset Management
Tennessee
$572K
HW
2217
HORAN Wealth
Ohio
$572K +$584K +4,333 New
PA
2218
Perennial Advisors
New York
$572K +$539 +4 +0.1%
CG
2219
Clarus Group
Texas
$572K +$808 +6 +0.1%
DBRC
2220
D.B. Root & Company
Pennsylvania
$572K -$36K -267 -6%
FMLI
2221
Fukoku Mutual Life Insurance
Japan
$570K -$69.4K -515 -11%
SP
2222
Successful Portfolios
Florida
$569K
RC
2223
Reik & Co
New York
$568K
RYIA
2224
Roehl & Yi Investment Advisors
Oregon
$568K -$1.48K -11 -0.3%
TIM
2225
Tortoise Investment Management
New York
$568K -$3.37K -25 -0.6%

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.