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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 %
SPWG
3101
Sage Private Wealth Group
Illinois
$205K +$5.1K +34 +3%
OP
3102
ORG Partners
Indiana
$205K -$156K -1,044 -43%
CCWM
3103
Correct Capital Wealth Management
Missouri
$205K – – –
RHP
3104
Royal Harbor Partners
Texas
$204K -$146K -974 -42%
SFMG
3105
Sage Financial Management Group
Virginia
$204K -$1.5K -10 -0.7%
FWM
3106
Fingerlakes Wealth Management
New York
$204K -$20.2K -135 -9%
CL
3107
CSS LLC
Illinois
$204K +$204K +1,360 New
FCFC
3108
First Citizens Financial Corp
Iowa
$204K – – –
CWM
3109
Centricity Wealth Management
Ohio
$203K -$3K -20 -1%
WFA
3110
WMG Financial Advisors
Tennessee
$203K +$600 +4 +0.3%
FA
3111
FDx Advisors
Illinois
$202K -$2.85K -19 -1%
AWA
3112
Amplius Wealth Advisors
Pennsylvania
$202K -$4.2K -28 -2%
PFWA
3113
Paces Ferry Wealth Advisors
Georgia
$202K +$202K +1,347 New
DFA
3114
DHK Financial Advisors
New Hampshire
$202K -$6.15K -41 -3%
CA
3115
Calton & Associates
Florida
$202K +$202K +1,344 New
JLBC
3116
J.L. Bainbridge & Co
Florida
$201K – – –
TWM
3117
Tanager Wealth Management
United Kingdom
$201K +$2.1K +14 +1%
TFIPS
3118
Towarzystwo Funduszy Inwestycyjnych PZU SA
$201K +$3K +20 +2%
CWMS
3119
Cannon Wealth Management Services
North Carolina
$200K +$200K +1,520 New
EPW
3120
Endeavor Private Wealth
Kansas
$200K +$200K +1,336 New
FIC
3121
Family Investment Center
Missouri
$200K -$28.3K -189 -12%
BFIC
3122
Bedell Frazier Investment Counselling
California
$200K -$3K -20 -1%
FP
3123
Financial Perspectives
Minnesota
$200K -$9.9K -66 -5%
TWD
3124
True Wealth Design
Ohio
$192K +$29.8K +199 +18%
RS
3125
Rakuten Securities
Japan
$192K +$128K +853 +200%
123 124
125
126 127