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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 %
IWA
3501
IBEX Wealth Advisors
New Jersey
– -$217K -1,426 Closed
HFS
3502
Heritage Financial Services
Massachusetts
– -$216K -1,423 Closed
EI
3503
Ellevest Inc
New York
– -$216K -1,421 Closed
PCM
3504
Pennsylvania Capital Management
Pennsylvania
– -$215K -1,415 Closed
MEAC
3505
M.E. Allison & Co
Texas
– -$215K -1,413 Closed
MF
3506
Meridian Financial
Massachusetts
– -$213K -1,402 Closed
PIFP
3507
Partners in Financial Planning
Virginia
– -$213K -1,399 Closed
PWA
3508
Peterson Wealth Advisors
Utah
– -$209K -1,395 Closed
SWM
3509
SilverOak Wealth Management
Minnesota
– -$211K -1,388 Closed
AL
3510
ADE LLC
Maryland
– -$210K -1,378 Closed
WFA
3511
Wade Financial Advisory
California
– -$209K -1,374 Closed
LCS
3512
Levin Capital Strategies
New York
– -$206K -1,357 Closed
SLWA
3513
San Luis Wealth Advisors
California
– -$206K -1,356 Closed
CFO
3514
Collective Family Office
Pennsylvania
– -$206K -1,355 Closed
MIM
3515
Meixler Investment Management
Arizona
– -$205K -1,350 Closed
AF
3516
Aldebaran Financial
– -$203K -1,338 Closed
AFGAS
3517
Allegiance Financial Group Advisory Services
Virginia
– -$203K -1,332 Closed
MWM
3518
MGB Wealth Management
Texas
– -$202K -1,328 Closed
RFA
3519
ROI Financial Advisors
Oregon
– -$201K -1,321 Closed
MWP
3520
Meridian Wealth Partners
Pennsylvania
– -$200K -1,315 Closed
FFA
3521
Fairfield Financial Advisors
Massachusetts
– -$197K -1,298 Closed
UFF
3522
USA Financial Formulas
Michigan
– -$195K -1,282 Closed
KI
3523
Kapitalo Investimentos
Brazil
– -$171K -1,123 Closed
SAM
3524
Synergy Asset Management
Washington
– -$178K -1,049 Closed
LFA
3525
Legend Financial Advisors
Pennsylvania
– -$108K -711 Closed
139 140
141
142 143