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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
CC
2276
Commons Capital
Massachusetts
$530K +$70.7K +525 +15%
KC
2277
Knuff & Co
California
$526K +$2.42K +18 +0.5%
FCA
2278
FLC Capital Advisors
California
$525K +$29.9K +222 +6%
C
2279
Certuity
Florida
$524K -$93.4K -693 -15%
CPA
2280
Capital Performance Advisors
California
$523K +$238K +1,768 +81%
SFGP
2281
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$523K -$14.4K -107 -3%
VCM
2282
Versant Capital Management
Arizona
$522K -$357K -2,647 -40%
RPGK
2283
Retirement Planning Group (Kansas)
Kansas
$522K +$27.2K +202 +5%
GHAM
2284
Gilman Hill Asset Management
Connecticut
$522K +$8.76K +65 +2%
AIS
2285
American Investment Services
Massachusetts
$522K -$38.7K -287 -7%
AGA
2286
Arkos Global Advisors
Texas
$521K +$341K +2,528 +178%
ACI
2287
Alpha Cubed Investments
California
$517K -$217K -1,608 -29%
LSPW
2288
Lake Street Private Wealth
Illinois
$516K +$223K +1,653 +73%
CCA
2289
Corps Capital Advisors
Texas
$516K -$691K -5,131 -57%
SWA
2290
SOA Wealth Advisors
New York
$515K -$95.8K -711 -15%
DIP
2291
Davis Investment Partners
North Carolina
$515K -$122K -903 -19%
BP
2292
BWM Planning
Texas
$515K +$4.98K +37 +1%
LIA
2293
LBMC Investment Advisors
Tennessee
$514K -$9.16K -68 -2%
CAL
2294
Capital Advisors Ltd
Ohio
$513K -$2.83K -21 -0.5%
FCM
2295
Fortis Capital Management
Washington
$513K +$7.81K +58 +2%
WCM
2296
Winebrenner Capital Management
Kentucky
$513K
KA
2297
Klingman & Associates
New York
$512K +$38.4K +285 +8%
RFP
2298
Root Financial Partners
California
$512K +$15.2K +113 +3%
OIM
2299
Orca Investment Management
Oregon
$512K +$2.02K +15 +0.4%
JFA
2300
JNBA Financial Advisors
Minnesota
$512K

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.