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PepsiCo
PEP

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: 3,553 → 3,391 (-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: 65 → 25 (-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

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$880M
2
Goldman Sachs
Goldman Sachs
New York
+$700M
3
SG Americas Securities
SG Americas Securities
New York
+$582M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$503M
5
BlackRock
BlackRock
New York
+$365M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$628M
2
Holocene Advisors
Holocene Advisors
New York
-$547M
3
DAM
Diamant Asset Management
Connecticut
-$533M
4
Amundi
Amundi
France
-$463M
5
Ameriprise
Ameriprise
Minnesota
-$341M
Name Holding Trade Value Shares
Change 		Change in
Stake
KJHP
3426
K.J. Harrison & Partners
Ontario, Canada
– -$1.66M -10,661 Closed
TL
3427
Tradewinds LLC
North Carolina
– -$1.65M -10,460 Closed
HCM
3428
Highview Capital Management
Illinois
– -$1.38M -8,866 Closed
BOJHT
3429
Bank of Jackson Hole Trust
Wyoming
– -$1.25M -8,078 Closed
FIA
3430
FNY Investment Advisers
New York
– -$1.12M -7,200 Closed
TIA
3431
Teucrium Investment Advisors
Vermont
– -$1.03M -6,621 Closed
LSA
3432
Leonteq Securities AG
Switzerland
– -$1M -6,444 Closed
NAG
3433
Northstar Advisory Group
New Jersey
– -$912K -5,874 Closed
TS
3434
Triglav Skladi
Slovenia
– -$862K -5,554 Closed
SCM
3435
Stevens Capital Management
Pennsylvania
– -$827K -5,327 Closed
CCA
3436
Coign Capital Advisors
Utah
– -$823K -5,302 Closed
LCM
3437
LuminArx Capital Management
New York
– -$776K -5,000 Closed
KWM
3438
KFG Wealth Management
Indiana
– -$776K -4,999 Closed
WWM
3439
Whalen Wealth Management
Nevada
– -$741K -4,769 Closed
BC
3440
BDFS Capital
Delaware
– -$734K -4,728 Closed
WB
3441
West Bancorporation
Iowa
– -$721K -4,640 Closed
ACM
3442
Academy Capital Management
Texas
– -$696K -4,481 Closed
UFF
3443
USA Financial Formulas
Michigan
– -$676K -4,354 Closed
JCIA
3444
Jackson Creek Investment Advisors
Colorado
– -$625K -4,024 Closed
SC
3445
Sepio Capital
Utah
– -$610K -3,931 Closed
DWM
3446
DecisionMap Wealth Management
Virginia
– -$605K -3,893 Closed
SMH
3447
Sanders Morris Harris
Texas
– -$597K -3,845 Closed
BWM
3448
Braeburn Wealth Management
Michigan
– -$571K -3,679 Closed
MYLI
3449
Meiji Yasuda Life Insurance
Japan
– -$566K -3,648 Closed
G
3450
GenTrust
Florida
– -$563K -3,624 Closed
136 137
138
139 140

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.