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PepsiCo
PEP

3,392 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, 1,517 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 → 3,392 (-161)

12% less repeat investments, than reductions

Existing positions increased: 1,336 | Existing positions reduced: 1,517

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
3,392
Holders Change
-161
Holders Change %
-4.53%
% of All Funds
40.99%
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
1,517
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
IA
1201
Integrity Alliance
Iowa
$2.71M +$37.8K +253 +1%
SIM
1202
Stratos Investment Management
Ohio
$2.7M -$635K -4,246 -18%
TSWM
1203
Triangle Securities Wealth Management
North Carolina
$2.7M -$33.3K -223 -1%
ECML
1204
Eagle Capital Management (Louisiana)
Louisiana
$2.7M -$48.1K -322 -2%
EM
1205
Excalibur Management
Massachusetts
$2.69M +$22.3K +149 +0.8%
ZF
1206
Zhang Financial
Michigan
$2.67M -$111K -745 -4%
FAM
1207
Formidable Asset Management
Ohio
$2.67M -$871K -5,828 -25%
JFG
1208
Juno Financial Group
Virginia
$2.66M +$269K +1,797 +10%
DCM
1209
Delta Capital Management
New Jersey
$2.66M +$64.3K +430 +2%
BAM
1210
Belpointe Asset Management
Nevada
$2.65M +$347K +2,320 +13%
ATFA
1211
All Terrain Financial Advisors
Minnesota
$2.65M +$1.5K +10 +0.1%
VT
1212
Volterra Technologies
New York
$2.64M +$2.92M +19,529 New
CD
1213
Chapin Davis
Maryland
$2.63M +$31.7K +212 +1%
KCM
1214
Kathmere Capital Management
Pennsylvania
$2.63M -$21.7K -145 -0.7%
RWM
1215
Rockline Wealth Management
New York
$2.63M -$43.4K -290 -1%
KCP
1216
Kera Capital Partners
California
$2.63M +$73.6K +492 +3%
TSS
1217
Two Sigma Securities
New York
$2.62M +$2.9M +19,371 New
CWA
1218
Crusonia Wealth Advisors
Colorado
$2.62M -$42.6K -285 -1%
PCA
1219
Pallas Capital Advisors
Massachusetts
$2.61M -$1.13M -7,590 -28%
RCM
1220
Radnor Capital Management
Pennsylvania
$2.61M -$37.4K -250 -1%
CT
1221
Coastline Trust
Rhode Island
$2.6M -$89.7K -600 -3%
IIM
1222
Ipswich Investment Management
Massachusetts
$2.6M -$46.7K -312 -2%
PT
1223
Plimoth Trust
Massachusetts
$2.59M -$40.2K -269 -1%
KCPG
1224
Kavar Capital Partners Group
Kansas
$2.59M -$107K -715 -4%
CWM
1225
Cordatus Wealth Management
Pennsylvania
$2.58M +$85.7K +573 +3%
47 48
49
50 51

PEP Hedge Fund Activity: Q2 2026 in Review

3,392 of the 8,275 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 1,517 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.

  • 3,392 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.