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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
SWM
2751
Stronghold Wealth Management
Florida
$331K +$339K +2,304 New
HWMG
2752
Hurlow Wealth Management Group
Indiana
$331K -$32.9K -224 -9%
NWMG
2753
National Wealth Management Group
Ohio
$330K -$133K -902 -28%
VA
2754
Veratis Advisors
North Carolina
$330K +$301K +2,046 New
CPBTD
2755
Central Pacific Bank - Trust Division
Hawaii
$330K -$441 -3 -0.1%
SCA
2756
Strathmore Capital Advisors
North Carolina
$329K -$183K -1,245 -35%
KOC
2757
Koss-Olinger Consulting
Florida
$329K -$3.97K -27 -1%
CWA
2758
Consilio Wealth Advisors
Washington
$329K -$14.5K -99 -4%
PB
2759
Prosperity Bancshares
Texas
$328K +$336K +2,287 New
PFM
2760
Phillips Financial Management
Indiana
$328K +$88.2K +600 +36%
AFW
2761
Atlantic Family Wealth
Florida
$328K -$735 -5 -0.2%
GA
2762
GSG Advisors
New Jersey
$327K +$15.4K +105 +5%
HSWM
2763
Hubbell Strickland Wealth Management
Louisiana
$327K
LA
2764
Latitude Advisors
Florida
$326K -$5.58K -38 -2%
MCWA
2765
Meadow Creek Wealth Advisors
Georgia
$326K -$9.55K -65 -3%
TAM
2766
Trillium Asset Management
Massachusetts
$325K -$62.4K -425 -16%
OCG
2767
Opus Capital Group
Ohio
$325K -$37.5K -255 -10%
IWP
2768
Insight Wealth Partners
Texas
$325K +$1.32K +9 +0.4%
KWS
2769
Keystone Wealth Services
California
$325K +$1.91K +13 +0.6%
CPSC
2770
Carl P. Sherr & Co
Massachusetts
$324K -$18.4K -125 -6%
FFIC
2771
First Fiduciary Investment Counsel
Ohio
$324K
CWAF
2772
Core Wealth Advisors (Florida)
Florida
$324K -$7.64K -52 -2%
GFG
2773
Greenberg Financial Group
Arizona
$323K +$331K +2,253 New
PWP
2774
Ponta Wealth Partners
Florida
$323K +$331K +2,252 New
FDS
2775
First Dallas Securities
Texas
$323K +$7.35K +50 +2%