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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 %
CPA
3326
Compass Planning Associates
Massachusetts
$16.3K – – –
HB
3327
Horizon Bancorp
Indiana
$16K – – –
TLA
3328
Tanglewood Legacy Advisors
Texas
$15.7K – – –
EPW
3329
Evergreen Private Wealth
Colorado
$15.7K – – –
BCPWM
3330
Bradley & Co Private Wealth Management
Florida
$15.7K – – –
TCA
3331
Trifecta Capital Advisors
Illinois
$15.1K -$11.2K -75 -43%
PW
3332
Pandora Wealth
Illinois
$15.1K +$15.1K +101 New
SR
3333
Syntax Research
Florida
$15K – – –
MIM
3334
Marshall Investment Management
Colorado
$15K +$15K +100 New
WAM
3335
Wolverine Asset Management
Illinois
$14.7K -$2.25M -15,033 -99%
PWMG
3336
Private Wealth Management Group
New Jersey
$14.5K -$18K -120 -55%
IRAG
3337
Investment Research & Advisory Group
Georgia
$13.2K – – –
LWMI
3338
Legacy Wealth Management (Idaho)
Idaho
$12.9K – – –
VWA
3339
Valued Wealth Advisors
Utah
$12.8K -$7.91K -53 -38%
MCA
3340
Midwest Capital Advisors
Michigan
$12.3K – – –
LSV Asset Management
3341
LSV Asset Management
Illinois
$12K +$6K +40 +100%
XC
3342
XY Capital
Hong Kong
$11.8K -$327K -2,179 -97%
FWA
3343
FSC Wealth Advisors
New York
$11.7K – – –
PIS
3344
POM Investment Strategies
North Carolina
$11.2K -$8.1K -54 -42%
HFS
3345
Horizon Financial Services
North Carolina
$11.2K -$1.05K -7 -9%
HHGA
3346
Halbert Hargrove Global Advisors
California
$11.2K +$8.55K +57 +317%
ACM
3347
Anfield Capital Management
California
$10.9K – – –
UOIF
3348
University of Illinois Foundation
Illinois
$10.8K +$10.8K +72 New
BT
3349
Banque Transatlantique
France
$10.5K – – –
FG
3350
Fairman Group
Pennsylvania
$8.9K -$1.38K -9 -13%
132 133
134
135 136