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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
PWM
2226
Pines Wealth Management
North Carolina
$568K +$5.25K +39 +0.9%
PCM
2227
Pointe Capital Management
Michigan
$567K +$1.75K +13 +0.3%
WSCM
2228
Wellington Shields Capital Management
New York
$566K +$201K +1,491 +53%
SIM
2229
Sentry Investment Management
Wisconsin
$565K
FWP
2230
Falcon Wealth Planning
California
$563K -$5.39K -40 -0.9%
PAI
2231
Pittenger & Anderson Inc
Nebraska
$563K -$1.06M -7,839 -65%
CA
2232
Cresta Advisors
Texas
$561K -$20.2K -150 -3%
JTWM
2233
Jackson Thornton Wealth Management
Alabama
$560K +$352K +2,616 +171%
WC
2234
Waterloo Capital
Texas
$560K -$430K -3,194 -43%
SCA
2235
Sandy Cove Advisors
Massachusetts
$558K -$67.9K -504 -11%
PWMG
2236
Prestige Wealth Management Group
New Jersey
$555K -$19.7K -146 -3%
PFW
2237
Petros Family Wealth
Minnesota
$554K -$59.8K -444 -10%
WCM
2238
WealthBridge Capital Management
Ohio
$552K -$15.2K -113 -3%
BDL
2239
Banque de Luxembourg
Luxembourg
$552K
PAM
2240
PCG Asset Management
New Jersey
$551K -$6.74K -50 -1%
CFO
2241
CVA Family Office
Colorado
$551K -$59.1K -439 -10%
GWA
2242
Gratus Wealth Advisors
Virginia
$550K -$80.6K -598 -13%
GWM
2243
Greenwich Wealth Management
Connecticut
$550K -$808 -6 -0.1%
TWM
2244
TCFG Wealth Management
California
$550K -$2.15K -16 -0.4%
WDG
2245
Wealth Dimensions Group
Ohio
$549K +$94.4K +701 +20%
PWM
2246
Prentice Wealth Management
New York
$549K +$24.5K +182 +5%
FFP
2247
Freedom Financial Partners
Minnesota
$549K -$107K -798 -16%
MSG
2248
Main Street Group
Virginia
$548K +$269 +2 +0%
GXJ
2249
Global X Japan
Japan
$548K +$12K +89 +2%
BPW
2250
Bingham Private Wealth
California
$546K -$49.4K -367 -8%

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.