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PepsiCo
PEP

Overview Fund Activity

3,371 hedge funds and large institutions have $151B invested in PepsiCo in 2025 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,400 increasing their positions, 1,460 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,371
Holders Change
-64
Holders Change %
-1.86%
% of All Funds
45.79%
Holding in Top 10
58
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.45%
% of All Funds
0.79%
New
184
Increased
1,400
Reduced
1,460
Closed
183
Calls
$2.07B
Puts
$1.89B
Net Calls
+$188M
Net Calls Change
+$280M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$689M
2
Bank of America
Bank of America
North Carolina
+$549M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$271M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$270M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$266M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$861M
2
Amundi
Amundi
France
-$445M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$382M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$296M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$293M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAAG
1476
Wealth Alliance Advisory Group
Kansas
$1.86M -$178K -1,189 -9%
TNB
1477
Thomasville National Bank
Georgia
$1.85M -$40.9K -273 -2%
RFL
1478
RD Finance Ltd
Cyprus
$1.85M +$1.85M +12,340 New
SPFA
1479
Summit Place Financial Advisors
New Jersey
$1.84M – – –
BL
1480
BFSG LLC
California
$1.84M +$31.2K +208 +2%
LA
1481
Lindenwold Advisors
Pennsylvania
$1.84M +$23.8K +159 +1%
LWM
1482
Lyell Wealth Management
California
$1.83M -$240K -1,601 -12%
CFFP
1483
Center for Financial Planning
Michigan
$1.83M -$37.8K -252 -2%
FSC
1484
Full Sail Capital
Oklahoma
$1.83M +$16K +107 +0.9%
FBC
1485
Fairfield, Bush & Co
Connecticut
$1.82M -$69.3K -462 -4%
PM
1486
Phraction Management
Connecticut
$1.82M +$1.16M +7,735 +176%
MWM
1487
MOKAN Wealth Management
Kansas
$1.82M +$168K +1,120 +10%
SBIA
1488
Sheaff Brock Investment Advisors
Indiana
$1.82M +$92.1K +614 +5%
PAI
1489
Pittenger & Anderson Inc
Nebraska
$1.81M -$10.9M -72,754 -86%
GFPC
1490
Global Financial Private Client
Florida
$1.81M +$57.9K +386 +3%
GPA
1491
Garrison Point Advisors
California
$1.81M +$53.1K +354 +3%
JIP
1492
Jaffetilchin Investment Partners
Florida
$1.81M -$41.4K -276 -2%
DAS
1493
DMKC Advisory Services
Iowa
$1.81M +$59.5K +397 +3%
VA
1494
VestGen Advisors
Illinois
$1.81M +$1.81M +12,044 New
MIC
1495
Means Investment Company
Maine
$1.81M +$169K +1,129 +10%
CIAS
1496
Capital Investment Advisory Services
North Carolina
$1.8M +$408K +2,721 +29%
TCMP
1497
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.8M -$777K -5,180 -30%
KFS
1498
Kurt F. Somerville
$1.79M -$542K -3,615 -23%
PWM
1499
Partnership Wealth Management
Maryland
$1.79M – – –
OFS
1500
OneAscent Financial Services
Alabama
$1.79M +$1.01M +6,764 +131%
58 59
60
61 62