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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
4WM
2251
49 Wealth Management
Texas
$546K +$14.7K +109 +3%
QWP
2252
Quotient Wealth Partners
Texas
$545K -$205K -1,519 -27%
EFA
2253
Edge Financial Advisors
Illinois
$545K +$74.6K +554 +16%
IP
2254
Ignite Planners
California
$543K +$2.42K +18 +0.5%
WFI
2255
West Family Investments
California
$542K -$551K -4,089 -50%
LWAM
2256
Legacy Wealth Asset Management
Minnesota
$541K +$5.66K +42 +1%
TCOK
2257
Trust Company of Kansas
Kansas
$541K +$161K +1,196 +41%
AW
2258
Apricus Wealth
South Carolina
$541K +$60.6K +450 +12%
WI
2259
Wedgewood Investors
Pennsylvania
$540K
RC
2260
Rovin Capital
Arizona
$539K +$130K +964 +31%
FPW
2261
Fairvoy Private Wealth
Alabama
$538K +$18.1K +134 +3%
PAW
2262
Plan A Wealth
Nebraska
$537K +$3.1K +23 +0.6%
VIPI
2263
Vista Investment Partners II
Indiana
$537K +$10.5K +78 +2%
CH
2264
Canton Hathaway
Rhode Island
$536K
CFS
2265
Commonwealth Financial Services
West Virginia
$536K -$28.7K -213 -5%
MSE
2266
MUFG Securities EMEA
United Kingdom
$535K +$546K +4,051 New
FFA
2267
Florida Financial Advisors
Florida
$534K +$25.2K +187 +5%
RS
2268
Rakuten Securities
Japan
$534K +$373K +2,767 +216%
MC
2269
McMorgan & Co
California
$533K +$22.9K +170 +4%
AA
2270
Apriem Advisors
California
$533K -$269 -2 -0%
VWM
2271
Venturi Wealth Management
Texas
$532K -$344K -2,555 -39%
WDL
2272
Well Done LLC
Michigan
$531K -$12K -89 -2%
RP
2273
Rice Partnership
Hawaii
$530K +$99.8K +741 +23%
RWM
2274
Revisor Wealth Management
Ohio
$530K +$88.1K +654 +20%
EPIME
2275
Evelyn Partners Investment Management (Europe)
$530K

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.