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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
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$887M -$122M -812,872 -11%
UBS Group
27
UBS Group
Switzerland
$887M -$83.3M -557,147 -8%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$848M -$244M -1,631,336 -21%
Stifel Financial
29
Stifel Financial
Missouri
$845M -$15.2M -101,849 -2%
Ameriprise
30
Ameriprise
Minnesota
$811M -$341M -2,281,043 -28%
SG Americas Securities
31
SG Americas Securities
New York
$737M +$582M +3,895,592 +251%
AQR Capital Management
32
AQR Capital Management
Connecticut
$729M -$71M -475,087 -8%
Capital Research Global Investors
33
Capital Research Global Investors
California
$673M +$3.65M +24,405 +0.5%
First Trust Advisors
34
First Trust Advisors
Illinois
$597M +$66.2M +442,922 +11%
Nuveen
35
Nuveen
North Carolina
$594M -$96.8M -647,646 -13%
State Farm Mutual Automobile Insurance
36
State Farm Mutual Automobile Insurance
Illinois
$563M – – –
HSBC Holdings
37
HSBC Holdings
United Kingdom
$549M +$62.5M +418,144 +12%
Raymond James Financial
38
Raymond James Financial
Florida
$541M +$41.4M +276,632 +7%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$524M +$2.54M +17,004 +0.4%
Swiss National Bank
40
Swiss National Bank
Switzerland
$522M -$23.6M -158,000 -4%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$521M -$18.4M -123,030 -3%
HighTower Advisors
42
HighTower Advisors
Illinois
$509M +$8.98M +60,075 +2%
Assenagon Asset Management
43
Assenagon Asset Management
Luxembourg
$503M +$503M +3,362,794 +953%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$488M +$46.8M +312,827 +10%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$482M +$69.2M +462,646 +15%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$481M +$1.01M +6,788 +0.2%
VanEck Associates
47
VanEck Associates
New York
$480M -$127M -847,006 -19%
DZ Bank
48
DZ Bank
Germany
$479M +$101M +677,932 +24%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$477M +$320M +2,140,838 +155%
Mitsubishi UFJ Asset Management
50
Mitsubishi UFJ Asset Management
Japan
$474M +$37.1M +248,425 +8%
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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.