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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
PW
3451
PUREfi Wealth
Massachusetts
– -$547K -3,522 Closed
AIIMS
3452
Analyst IMS Investment Management Services
Israel
– -$546K -3,513 Closed
LAM
3453
LECAP Asset Management
United Kingdom
– -$532K -3,429 Closed
AG
3454
Algert Global
California
– -$515K -3,318 Closed
RS
3455
R Squared
Hong Kong
– -$507K -3,264 Closed
CNBOF
3456
City National Bank of Florida
Florida
– -$494K -3,178 Closed
EFG
3457
Ethos Financial Group
Pennsylvania
– -$493K -3,176 Closed
MPPLM
3458
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$488K -3,141 Closed
BAWM
3459
Bennett Associates Wealth Management
Pennsylvania
– -$480K -3,089 Closed
TM
3460
Taproot Management
New York
– -$459K -2,954 Closed
AA
3461
Altrafin AG
– -$443K -2,855 Closed
WC
3462
Wolfstich Capital
Massachusetts
– -$440K -2,803 Closed
NC
3463
nVerses Capital
Florida
– -$421K -2,714 Closed
PAG
3464
Private Advisory Group
Washington
– -$419K -2,700 Closed
VDC
3465
Van Diest Capital
Iowa
– -$416K -2,678 Closed
DWS
3466
Discipline Wealth Solutions
South Carolina
– -$414K -2,667 Closed
QPWM
3467
Quadrant Private Wealth Management
Pennsylvania
– -$412K -2,651 Closed
SA
3468
Strategic Advisors
New York
– -$410K -2,642 Closed
DS
3469
DRW Securities
Illinois
– -$393K -2,579 Closed
SIA
3470
SGL Investment Advisors
Montana
– -$366K -2,447 Closed
PFG
3471
Putney Financial Group
California
– -$373K -2,399 Closed
OCG
3472
Opus Capital Group
Ohio
– -$352K -2,266 Closed
CWA
3473
Centennial Wealth Advisory
Michigan
– -$340K -2,189 Closed
CFCS
3474
CDM Financial Counseling Services
Connecticut
– -$338K -2,176 Closed
KRW
3475
Kaufman Rossin Wealth
Florida
– -$333K -2,143 Closed
137 138
139
140 141

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.