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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
TC
2451
Truvestments Capital
Florida
$411K -$10.2K -76 -2%
DWA
2452
Delos Wealth Advisors
Texas
$411K
FFC
2453
First Financial Corp
Indiana
$410K -$52.8K -392 -11%
CCIA
2454
Cherry Creek Investment Advisors
Colorado
$410K -$4.71K -35 -1%
TFP
2455
Tilia Fiduciary Partners
North Carolina
$410K -$11K -82 -3%
SC
2456
Stephens Consulting
Michigan
$409K +$10.6K +79 +3%
CAC
2457
Certified Advisory Corp
Florida
$409K +$943 +7 +0.2%
SC
2458
SummitTX Capital
Texas
$409K -$63.3K -470 -13%
CWM
2459
Centric Wealth Management
Illinois
$409K -$8.22K -61 -2%
VC
2460
Vicus Capital
Pennsylvania
$409K +$73.7K +547 +21%
GAM
2461
GEM Asset Management
Michigan
$409K +$539 +4 +0.1%
CP
2462
Creekside Partners
California
$409K -$16.4K -122 -4%
SFG
2463
Sterling Financial Group
California
$408K +$147K +1,093 +55%
ACM
2464
Aljian Capital Management
Nevada
$408K +$5.25K +39 +1%
DIM
2465
Delta Investment Management
California
$407K -$14.1K -105 -3%
OL
2466
Optas LLC
Texas
$407K -$128K -947 -24%
PAM
2467
PVG Asset Management
Colorado
$407K +$151K +1,118 +57%
Dodge & Cox
2468
Dodge & Cox
California
$406K
AA
2469
Altrafin AG
$405K -$95K -705 -19%
RCA
2470
Riverview Capital Advisers
Massachusetts
$405K +$6.74K +50 +2%
SWP
2471
Strategic Wealth Partners
Ohio
$404K +$413K +3,063 New
JF
2472
Joule Financial
Kentucky
$404K +$36.9K +274 +10%
XWM
2473
Xcel Wealth Management
Florida
$404K -$69.2K -514 -14%
PPW
2474
Parcion Private Wealth
Washington
$402K +$179K +1,327 +77%
MGWM
2475
Marks Group Wealth Management
Minnesota
$402K -$47.3K -351 -10%

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.