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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 %
MDCM
3351
Morgan Dempsey Capital Management
Wisconsin
$8.1K – – –
ZRP
3352
Zynergy Retirement Planning
New Jersey
$7.6K – – –
PWA
3353
Principia Wealth Advisory
Texas
$7.28K +$5.1K +35 +233%
CWM
3354
Copia Wealth Management
Oregon
$7.2K – – –
GAG
3355
Goodman Advisory Group
Massachusetts
$6.6K +$6.6K +44 New
PS
3356
PayPay Securities
Japan
$6.51K +$1.51K +10 +30%
PA
3357
PSI Advisors
Florida
$6.3K -$13.3K -89 -68%
WPA
3358
Wealth Preservation Advisors
Tennessee
$6.3K +$6.3K +42 New
IMC
3359
Investment Management Corporation
Virginia
$6.2K – – –
RF
3360
Robbins Farley
New Hampshire
$4.95K – – –
RJA
3361
Ross\Johnson & Associates
Minnesota
$4.65K +$4.65K +31 New
RWA
3362
Redmont Wealth Advisors
Illinois
$4.2K +$4.2K +28 New
BHWM
3363
Bay Harbor Wealth Management
Maryland
$3.9K -$29.2K -195 -88%
CWM
3364
Cedar Wealth Management
California
$3.6K – – –
SC
3365
Steph & Co
Wisconsin
$3.15K -$148K -985 -98%
SOW
3366
State of Wyoming
Wyoming
$2.7K +$600 +4 +29%
NRWA
3367
North Ridge Wealth Advisors
Oregon
$2.25K – – –
HIA
3368
HFM Investment Advisors
New Jersey
$1.95K +$1.95K +13 New
FGA
3369
Fortis Group Advisors
New Jersey
$1.95K – – –
KIG
3370
Kessler Investment Group
Indiana
$1.35K – – –
BFS
3371
Bare Financial Services
Pennsylvania
$1.35K +$1.35K +9 New
Norges Bank
3372
Norges Bank
Norway
– -$2.73B -17,950,577 Closed
Fundsmith LLP
3373
Fundsmith LLP
United Kingdom
– -$861M -5,663,677 Closed
FIS
3374
Fundsmith Investment Services
Mauritius
– -$281M -1,848,406 Closed
PAMP
3375
Polar Asset Management Partners
Ontario, Canada
– -$47.9M -315,000 Closed
133 134
135
136 137