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PepsiCo

3,493 hedge funds and large institutions have $149B invested in PepsiCo in 2025 Q4 according to their latest regulatory filings, with 388 funds opening new positions, 1,180 increasing their positions, 1,526 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 388 | Existing positions closed: 130

52% more call options, than puts

Call options by funds: $3.42B | Put options by funds: $2.26B

26% more funds holding in top 10

Funds holding in top 10: 3848 (+10)

6% more funds holding

Funds holding: 3,3093,493 (+184)

1.93% more ownership

Funds ownership: 73.92%75.85% (+1.9%)

5% more capital invested

Capital invested by funds: $142B → $149B (+$6.92B)

23% less repeat investments, than reductions

Existing positions increased: 1,180 | Existing positions reduced: 1,526

Holders
3,493
Holders Change
+184
Holders Change %
+5.56%
% of All Funds
42.5%
Holding in Top 10
48
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+26.32%
% of All Funds
0.58%
New
388
Increased
1,180
Reduced
1,526
Closed
130
Calls
$3.42B
Puts
$2.26B
Net Calls
+$1.16B
Net Calls Change
+$2.37B
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
2526
Maridea Wealth Management
New York
$430K -$16.3K -111 -4%
EFG
2527
Ethos Financial Group
Pennsylvania
$429K +$151K +1,027 +53%
GSWM
2528
Golden State Wealth Management
California
$428K -$58.5K -398 -12%
KPWG
2529
KFA Private Wealth Group
Virginia
$427K +$3.09K +21 +0.7%
AMG
2530
Advisors Management Group
Wisconsin
$426K -$7.2K -49 -2%
IWA
2531
Inspirion Wealth Advisors
Illinois
$425K -$4.41K -30 -1%
SFS
2532
Sharp Financial Services
Pennsylvania
$425K -$91.8K -625 -17%
BM
2533
Berman McAleer
Maryland
$424K +$100K +683 +30%
NEWAS
2534
N.E.W. Advisory Services
Wisconsin
$424K +$70.4K +479 +19%
PWP
2535
Precedent Wealth Partners
Texas
$424K
BCM
2536
Brooktree Capital Management
Michigan
$423K
TCM
2537
Tanaka Capital Management
New York
$423K
MAM
2538
MMA Asset Management
Pennsylvania
$423K +$18.7K +127 +5%
IIM
2539
Ironwood Investment Management
Massachusetts
$422K
CWM
2540
Centric Wealth Management
Illinois
$421K -$19.8K -135 -5%
UFA
2541
Unify Financial Advisors
Florida
$421K +$431K +2,933 New
SIG
2542
Spinnaker Investment Group
California
$421K +$5K +34 +1%
FA
2543
Faithward Advisors
Pennsylvania
$420K -$35.1K -239 -8%
AWP
2544
Ascent Wealth Partners
New York
$420K -$588 -4 -0.1%
LHP
2545
Lexington Hill Partners
Texas
$420K +$430K +2,924 New
GTAM
2546
Global Trust Asset Management
Florida
$418K -$201K -1,369 -32%
PWA
2547
Pitcairn Wealth Advisors
Pennsylvania
$418K +$428K +2,912 New
ACM
2548
Aljian Capital Management
Nevada
$418K -$27.2K -185 -6%
1WM
2549
1900 Wealth Management
Texas
$418K +$84.5K +575 +25%
LOWM
2550
Laurel Oak Wealth Management
New Jersey
$417K +$427K +2,908 New