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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
National Pension Service
51
National Pension Service
South Korea
$502M +$13.6M +87,070 +3%
Arrowstreet Capital
52
Arrowstreet Capital
Massachusetts
$481M -$144M -924,577 -23%
ProShare Advisors
53
ProShare Advisors
Maryland
$476M -$53M -339,908 -10%
Vanguard Global Advisers
54
Vanguard Global Advisers
Pennsylvania
$472M +$474M +3,040,973 New
Nordea Investment Management
55
Nordea Investment Management
Sweden
$460M +$42.8M +274,923 +10%
Federated Hermes
56
Federated Hermes
Pennsylvania
$454M +$41.1M +263,486 +10%
DZ Bank
57
DZ Bank
Germany
$444M +$18.9M +121,330 +4%
DekaBank Deutsche Girozentrale
58
DekaBank Deutsche Girozentrale
Germany
$435M -$78.1K -501 -0%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$431M +$127M +812,862 +41%
American Century Companies
60
American Century Companies
Missouri
$429M -$36.7M -235,837 -8%
Vanguard Asset Management
61
Vanguard Asset Management
$428M +$430M +2,756,912 New
AllianceBernstein
62
AllianceBernstein
Tennessee
$425M -$53M -340,073 -10%
Fiera Capital (Canada)
63
Fiera Capital (Canada)
Quebec, Canada
$422M -$3.98M -25,557 -0.9%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$400M +$76.3M +489,579 +23%
LPL Financial
65
LPL Financial
California
$388M +$6.61M +42,402 +2%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$384M -$10.3M -66,327 -3%
Victory Capital Management
67
Victory Capital Management
Texas
$383M -$168M -1,079,578 -30%
Corient Private Wealth
68
Corient Private Wealth
Florida
$371M -$426M -2,734,675 -53%
PAM
69
PineStone Asset Management
Quebec, Canada
$370M -$21.9M -140,821 -6%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$353M -$52.3M -335,832 -13%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$346M +$170M +1,087,814 +96%
CAI
72
Capital Advisors Inc
Oklahoma
$345M +$1.7M +10,897 +0.5%
Caisse de Depot et Placement du Quebec (CDPQ)
73
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$344M -$10.1M -64,951 -3%
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$333M -$129M -825,101 -28%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$326M -$7.87M -50,475 -2%

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.