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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
DEA
1251
DoubleLine ETF Adviser
Florida
$2.41M +$2.67M +17,832 New
BS
1252
Banco Santander
Spain
$2.4M +$573K +3,834 +28%
CWM
1253
Compass Wealth Management
Connecticut
$2.4M +$167K +1,120 +7%
NWMG
1254
Nicholson Wealth Management Group
South Carolina
$2.39M -$47.4K -317 -2%
CCP
1255
Clarkston Capital Partners
Michigan
$2.39M -$379K -2,533 -13%
A
1256
AustralianSuper
Australia
$2.39M -$67.5M -451,679 -96%
BHBT
1257
Burke & Herbert Bank & Trust
Virginia
$2.37M -$70.6K -472 -3%
GWI
1258
Grace & White Inc
New York
$2.37M – – –
JFG
1259
Jefferies Financial Group
New York
$2.37M +$901K +6,025 +52%
OAM
1260
Ostrum Asset Management
France
$2.37M -$1.48M -9,905 -36%
OIA
1261
Oakmont Investment Advisors
Pennsylvania
$2.37M +$49.5K +331 +2%
GA
1262
GFS Advisors
Texas
$2.36M +$29.9K +200 +0.3%
BKA
1263
Brick & Kyle Associates
Pennsylvania
$2.36M – – –
SMC
1264
Smith, Moore & Co
Missouri
$2.35M +$43.5K +291 +2%
LCM
1265
LVM Capital Management
Michigan
$2.35M – – –
DFA
1266
Delta Financial Advisors
Louisiana
$2.35M -$80.3K -537 -3%
FWTB
1267
First Western Trust Bank
Colorado
$2.34M +$3.59K +24 +0.1%
VA
1268
Valmark Advisers
Ohio
$2.34M -$25.1K -168 -1%
TA
1269
Townsend & Associates
Colorado
$2.33M -$13.9K -93 -0.5%
MFFIA
1270
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.33M +$135K +905 +6%
GWMI
1271
Guardian Wealth Management (Illinois)
Illinois
$2.33M +$89.4K +598 +4%
CWM
1272
CMH Wealth Management
New Hampshire
$2.33M +$33.6K +225 +1%
CAM
1273
Costello Asset Management
Pennsylvania
$2.32M -$104K -693 -4%
I
1274
InvesTrust
Oklahoma
$2.31M +$41K +274 +2%
UB
1275
Umpqua Bank
Oregon
$2.31M +$46.4K +310 +2%
49 50
51
52 53

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.