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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
ML
3651
MLP3 LLC
New Jersey
-$239K -1,667 Closed
WF
3652
WealthPoint Financial
North Carolina
-$239K -1,665 Closed
SWM
3653
Sherman Wealth Management
Maryland
-$237K -1,653 Closed
FWP
3654
Family Wealth Partners
North Carolina
-$236K -1,647 Closed
SPP
3655
Single Point Partners
Massachusetts
-$236K -1,647 Closed
AWP
3656
Avid Wealth Partners
Texas
-$235K -1,634 Closed
CWA
3657
Cornerstone Wealth Advisors
Minnesota
-$224K -1,564 Closed
FFG
3658
Fortress Financial Group
Minnesota
-$223K -1,555 Closed
SFP
3659
Sandbox Financial Partners
Maryland
-$220K -1,529 Closed
CBB
3660
Citizens Business Bank
California
-$219K -1,523 Closed
OGC
3661
Oak Grove Capital
New Hampshire
-$215K -1,500 Closed
GWM
3662
GDS Wealth Management
Texas
-$214K -1,492 Closed
YWS
3663
Yarger Wealth Strategies
Ohio
-$209K -1,458 Closed
KPWM
3664
KDK Private Wealth Management
Texas
-$208K -1,452 Closed
FS
3665
Ferguson Shapiro
Georgia
-$208K -1,447 Closed
BMM
3666
Berkshire Money Management
Massachusetts
-$207K -1,442 Closed
RW
3667
RVW Wealth
California
-$207K -1,441 Closed
HWM
3668
HBE Wealth Management
Nebraska
-$204K -1,421 Closed
BFAG
3669
Blackston Financial Advisory Group
Florida
-$203K -1,414 Closed
OPOWM
3670
One Plus One Wealth Management
Florida
-$202K -1,407 Closed
BIG
3671
Brookwood Investment Group
Arizona
-$201K -1,401 Closed
DWAM
3672
Duncan Williams Asset Management
Tennessee
-$229K -1,376 Closed
EFA
3673
Evernest Financial Advisors
Indiana
-$200K -1,204 Closed
CP
3674
Camelot Portfolios
Ohio
-$172K -1,200 Closed
EWA
3675
EQ Wealth Advisors
Texas
-$120K -834 Closed

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.