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PepsiCo

3,391 hedge funds and large institutions have $146B invested in PepsiCo in 2026 Q2 according to their latest regulatory filings, with 152 funds opening new positions, 1,336 increasing their positions, 1,515 reducing their positions, and 242 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $2.7B | Put options by funds: $1.66B

1.57% more ownership

Funds ownership: 77.25%78.82% (+1.6%)

5% less funds holding

Funds holding: 3,5533,391 (-162)

12% less repeat investments, than reductions

Existing positions increased: 1,336 | Existing positions reduced: 1,515

12% less capital invested

Capital invested by funds: $167B → $146B (-$20.8B)

37% less first-time investments, than exits

New positions opened: 152 | Existing positions closed: 242

62% less funds holding in top 10

Funds holding in top 10: 6525 (-40)

Holders
3,391
Holders Change
-162
Holders Change %
-4.56%
% of All Funds
40.98%
Holding in Top 10
25
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-61.54%
% of All Funds
0.3%
New
152
Increased
1,336
Reduced
1,515
Closed
242
Calls
$2.7B
Puts
$1.66B
Net Calls
+$1.04B
Net Calls Change
+$513M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
3276
Bay Harbor Wealth Management
Maryland
$39.9K -$4.49K -30 -9%
AW
3277
Avion Wealth
Texas
$38K -$19.9K -133 -32%
PCFFS
3278
Pacific Center for Financial Services
California
$37.7K +$299 +2 +0.7%
C
3279
Covestor
United Kingdom
$37K -$25.7K -172 -39%
3FI
3280
3 Factor Indexing
California
$36.6K
IRAG
3281
Investment Research & Advisory Group
Georgia
$36.5K -$11.8K -79 -24%
PS
3282
Planning Strategies
Pennsylvania
$36.2K +$39.9K +267 New
VERPA
3283
Virginia Estate & Retirement Planning Advisors
Virginia
$35.2K
1M
3284
1248 Management
Missouri
$35.1K
HWP
3285
Highline Wealth Partners
California
$35K -$1.79K -12 -4%
NSG
3286
Nalls Sherbakoff Group
Tennessee
$34.5K -$16.7K -112 -31%
NF
3287
Napier Financial
Massachusetts
$33.9K
RWS
3288
Retirement Wealth Solutions
Wisconsin
$33.5K +$150 +1 +0.4%
KG
3289
Kilter Group
New York
$33.2K +$9.87K +66 +37%
JGCM
3290
Joseph Group Capital Management
Ohio
$32.2K -$2.99K -20 -8%
OCM
3291
Osterweis Capital Management
California
$31.1K
FA
3292
Fedenia Advisers
Wisconsin
$31K +$34.2K +229 New
GCM
3293
Gunpowder Capital Management
Maryland
$30.7K +$9.42K +63 +38%
FA
3294
Financial Avengers
California
$30.6K -$449 -3 -1%
JAM
3295
JCIC Asset Management
Ontario, Canada
$30.3K
DWS
3296
Dynamic Wealth Strategies
California
$29.8K +$8.67K +58 +36%
APW
3297
Atlantic Private Wealth
North Carolina
$29.1K
NA
3298
Networth Advisors
Pennsylvania
$28K
CCMI
3299
Creative Capital Management Investments
California
$27.5K +$598 +4 +2%
BFS
3300
Bare Financial Services
Pennsylvania
$27.2K +$9.12K +61 +44%

PEP Hedge Fund Activity: Q2 2026 in Review

3,391 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q2 2026, worth a combined $146B — down 12% from $167B a quarter earlier.

Sellers outnumbered buyers: 242 funds closed out of PEP and 152 opened new positions — a net loss of 90 holders — while 1,515 trimmed existing stakes and 1,336 added.

The largest buyer was Charles Schwab, adding an estimated $880M. The largest seller was JP Morgan Chase, cutting an estimated $628M.

  • 3,391 institutional investors held PepsiCo (PEP) as of Q2 2026, down from 3,553 in Q1 2026.
  • Funds reported $146B of PepsiCo stock for Q2 2026, down 12% quarter-over-quarter.
  • 152 funds opened new PepsiCo positions in Q2 2026 and 242 closed out, a net change of -90 holders.
  • The largest PepsiCo buyer in Q2 2026 was Charles Schwab, an estimated $880M added.
  • The largest PepsiCo seller in Q2 2026 was JP Morgan Chase, an estimated $628M sold.

Based on aggregated 13F filings for Q2 2026.