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PepsiCo

3,553 hedge funds and large institutions have $167B invested in PepsiCo in 2026 Q1 according to their latest regulatory filings, with 255 funds opening new positions, 1,430 increasing their positions, 1,507 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 149

35% more funds holding in top 10

Funds holding in top 10: 4865 (+17)

26% more call options, than puts

Call options by funds: $2.52B | Put options by funds: $1.99B

9% more capital invested

Capital invested by funds: $153B → $167B (+$13.5B)

1% more funds holding

Funds holding: 3,5083,553 (+45)

0.86% less ownership

Funds ownership: 78.11%77.25% (-0.86%)

5% less repeat investments, than reductions

Existing positions increased: 1,430 | Existing positions reduced: 1,507

Holders
3,553
Holders Change
+45
Holders Change %
+1.28%
% of All Funds
43.48%
Holding in Top 10
65
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+35.42%
% of All Funds
0.8%
New
255
Increased
1,430
Reduced
1,507
Closed
149
Calls
$2.52B
Puts
$1.99B
Net Calls
+$527M
Net Calls Change
-$638M
Name Holding Trade Value Shares
Change
Change in
Stake
SVWA
3426
Sarver Vrooman Wealth Advisors
Missouri
$56.1K +$2.49K +16 +5%
PL
3427
Protective Life
Alabama
$55.6K +$55.8K +358 New
IRAG
3428
Investment Research & Advisory Group
Georgia
$55.4K +$312 +2 +0.6%
RWM
3429
Raffa Wealth Management
District of Columbia
$55K +$11.1K +71 +25%
BCM
3430
Basso Capital Management
Connecticut
$54.7K
YAL
3431
Your Advocates Ltd
Texas
$54.2K +$467 +3 +0.9%
RWM
3432
RMG Wealth Management
Wisconsin
$54.1K +$7.48K +48 +15%
AF
3433
Align Financial
Minnesota
$53.6K -$7.66M -49,169 -99%
DF
3434
Dunhill Financial
United Kingdom
$53.3K -$24.6K -158 -32%
CW
3435
Curio Wealth
Maryland
$53.1K +$1.56K +10 +3%
BHWM
3436
Bay Harbor Wealth Management
Maryland
$50.4K +$36.9K +237 +272%
SRCM
3437
Signature Resources Capital Management
California
$50.3K -$623 -4 -1%
SWP
3438
SIMA Wealth Partners
Virginia
$49.7K +$39K +250 +357%
HC
3439
Hurley Capital
New York
$49.4K +$5.3K +34 +12%
HIMS
3440
Hager Investment Management Services
New Hampshire
$48.8K -$6.86K -44 -12%
CMA
3441
Cedar Mountain Advisors
Oregon
$47.2K +$4.52K +29 +11%
SC
3442
Stance Capital
Massachusetts
$47.1K +$47.2K +303 New
WA
3443
Whipplewood Advisors
Colorado
$46.1K +$21.2K +136 +84%
PCFFS
3444
Pacific Center for Financial Services
California
$42.9K +$467 +3 +1%
3FI
3445
3 Factor Indexing
California
$41.9K +$42.1K +270 New
HWP
3446
Highline Wealth Partners
California
$41.9K +$3.12K +20 +8%
VERPA
3447
Virginia Estate & Retirement Planning Advisors
Virginia
$40.4K +$40.5K +260 New
1M
3448
1248 Management
Missouri
$40.2K
JGCM
3449
Joseph Group Capital Management
Ohio
$40.1K +$16.8K +108 +72%
ACM
3450
Anfield Capital Management
California
$39.3K +$25.7K +165 +188%

PEP Hedge Fund Activity: Q1 2026 in Review

3,553 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in PepsiCo (PEP) for Q1 2026, worth a combined $167B — up 8.8% from $153B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new PEP positions and 149 closed out — a net gain of 106 holders — while 1,430 added to existing stakes and 1,507 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $811M. The largest seller was Corient Private Wealth, cutting an estimated $426M.

  • 3,553 institutional investors held PepsiCo (PEP) as of Q1 2026, up from 3,508 in Q4 2025.
  • Funds reported $167B of PepsiCo stock for Q1 2026, up 8.8% quarter-over-quarter.
  • 255 funds opened new PepsiCo positions in Q1 2026 and 149 closed out, a net change of +106 holders.
  • The largest PepsiCo buyer in Q1 2026 was JP Morgan Chase, an estimated $811M added.
  • The largest PepsiCo seller in Q1 2026 was Corient Private Wealth, an estimated $426M sold.

Based on aggregated 13F filings for Q1 2026.