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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
CWP
3501
Clark Wealth Partners
Illinois
$15.7K -$312 -2 -2%
SSG
3502
Summit Securities Group
New York
$15.5K -$625K -4,013 -98%
NWM
3503
Nova Wealth Management
Florida
$15.5K -$3.12K -20 -17%
AIS
3504
Advocate Investing Services
Maryland
$15.5K
SR
3505
Syntax Research
Florida
$15.5K
ICCON
3506
Investment Counsel Company of Nevada
Nevada
$14.4K +$14.5K +93 New
PS
3507
PayPay Securities
Japan
$13.9K -$2.49K -16 -15%
ORAM
3508
One River Asset Management
Connecticut
$13.8K -$267K -1,711 -95%
MCA
3509
Midwest Capital Advisors
Michigan
$13K +$156 +1 +1%
SC
3510
Swan Capital
Florida
$12.6K -$3.12K -20 -20%
RG
3511
RHL Group
Michigan
$12.3K +$12.2K +78 +7,800%
TM
3512
Torren Management
California
$11.6K -$88.7K -569 -88%
CIM
3513
Contravisory Investment Management
Massachusetts
$11.5K +$11.5K +74 New
CI
3514
Clal Insurance
Israel
$11K -$935 -6 -8%
DFA
3515
DHJJ Financial Advisors
Illinois
$10.3K
TLFA
3516
True Link Financial Advisors
California
$10.1K -$320K -2,052 -97%
IPS
3517
Investors Portfolio Services
Washington
$10.1K +$935 +6 +10%
NWS
3518
Nvest Wealth Strategies
Ohio
$9.32K
JFG
3519
JDM Financial Group
Texas
$9.32K
FG
3520
Fairman Group
Pennsylvania
$9.01K
IWS
3521
Intentional Wealth Strategies
Colorado
$8.7K +$8.73K +56 New
T
3522
Transce3nd
Texas
$7.76K -$1.25K -8 -14%
TCA
3523
Trifecta Capital Advisors
Illinois
$7.76K
FLP
3524
Financial Life Planners
Arizona
$7.76K +$7.79K +50 New
TAR
3525
Trask Adam Roland
$7.76K +$7.79K +50 New

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.