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PepsiCo
PEP

Overview Fund Activity

3,372 hedge funds and large institutions have $151B invested in PepsiCo in 2025 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,401 increasing their positions, 1,460 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,372
Holders Change
-63
Holders Change %
-1.83%
% of All Funds
45.8%
Holding in Top 10
59
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.84%
% of All Funds
0.8%
New
184
Increased
1,401
Reduced
1,460
Closed
183
Calls
$2.07B
Puts
$1.89B
Net Calls
+$188M
Net Calls Change
+$280M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$689M
2
Bank of America
Bank of America
North Carolina
+$549M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$271M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$270M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$266M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$861M
2
Amundi
Amundi
France
-$445M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$382M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$296M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$293M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
2976
Harel Insurance Investments & Financial Services
Israel
$244K +$244K +1,630 New
IPWA
2977
International Private Wealth Advisors
California
$244K +$5.85K +39 +2%
GFWA
2978
Grey Fox Wealth Advisors
Delaware
$243K -$6.6K -44 -3%
DWM
2979
Drive Wealth Management
Utah
$243K -$599 -4 -0.2%
TCM
2980
TT Capital Management
California
$243K +$243K +1,619 New
CM
2981
Capital Management
Virginia
$243K – – –
SFP
2982
Sandbox Financial Partners
Maryland
$243K -$29.7K -198 -11%
AWM
2983
Ameliora Wealth Management
Switzerland
$242K – – –
NFG
2984
Northeast Financial Group
Pennsylvania
$242K +$242K +1,611 New
SGCA
2985
Steel Grove Capital Advisors
Tennessee
$241K -$7.35K -49 -3%
GP
2986
Greenline Partners
New York
$240K +$2.4K +16 +1%
SC
2987
Sawyer & Company
Massachusetts
$239K – – –
R
2988
Rebalance
California
$238K +$2.25K +15 +1%
RRCM
2989
Rappaport Reiches Capital Management
Illinois
$238K +$6.9K +46 +3%
BWFA
2990
Baltimore-Washington Financial Advisors
Maryland
$238K +$12K +80 +5%
FEM
2991
Fulcrum Equity Management
Texas
$238K -$20.2K -135 -8%
TTIC
2992
Tower Trust & Investment Company
Iowa
$238K +$238K +1,753 New
KLI
2993
Kelman-Lazarov Inc
Tennessee
$237K -$9K -60 -4%
FMP
2994
Financial Management Professionals
Texas
$237K +$3.15K +21 +1%
OFG
2995
OmniStar Financial Group
North Carolina
$236K -$263K -1,744 -53%
ODIJL
2996
One Day In July LLC
Vermont
$236K -$34K -227 -13%
KWM
2997
Keebeck Wealth Management
Illinois
$236K +$236K +1,574 New
AFW
2998
Atlantic Family Wealth
Florida
$236K +$7.65K +51 +3%
NED
2999
Nancy E. Dempze
$235K -$13.5K -90 -5%
KWA
3000
Kellett Wealth Advisors
Ohio
$235K +$2.4K +16 +1%
118 119
120
121 122