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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 %
FFM
1626
Forum Financial Management
Illinois
$1.48M -$66.3K -442 -4%
BWG
1627
Boomfish Wealth Group
Georgia
$1.48M +$28.6K +191 +2%
MWA
1628
Meridian Wealth Advisors
Texas
$1.47M -$225K -1,500 -13%
EB
1629
Emprise Bank
Kansas
$1.47M -$70K -467 -5%
OA
1630
Oxbow Advisors
Texas
$1.47M +$241K +1,605 +20%
EFG
1631
Everhart Financial Group
Ohio
$1.46M +$481K +3,207 +49%
LT
1632
Legacy Trust
Michigan
$1.46M -$26.4K -176 -2%
BLC
1633
Brown, Lisle/Cummings
Rhode Island
$1.46M +$131K +876 +10%
PCA
1634
Pallas Capital Advisors
Massachusetts
$1.45M +$1.06M +7,082 +273%
KFI
1635
Key Financial Inc
Pennsylvania
$1.45M +$14.2K +95 +1%
GWCM
1636
Godshalk Welsh Capital Management
Pennsylvania
$1.45M +$16.5K +110 +1%
PP
1637
PDS Planning
Ohio
$1.43M +$158K +1,056 +12%
LIM
1638
Loudon Investment Management
New Hampshire
$1.43M +$38.4K +256 +3%
TFA
1639
Teamwork Financial Advisors
Texas
$1.43M +$1.43M +9,528 New
PHIMC
1640
Private Harbour Investment Management & Counsel
Ohio
$1.43M -$59.1K -394 -4%
MSFS
1641
Main Street Financial Solutions
Pennsylvania
$1.43M +$223K +1,485 +19%
BIG
1642
Brooklyn Investment Group
New York
$1.42M +$446K +2,974 +46%
STB
1643
S&T Bank
Pennsylvania
$1.42M -$30.9K -206 -2%
ICM
1644
IMS Capital Management
Oregon
$1.42M -$713K -4,758 -33%
WPC
1645
Wedmont Private Capital
Pennsylvania
$1.42M +$35K +242 +3%
CNAM
1646
Campbell Newman Asset Management
Wisconsin
$1.42M – – –
YP
1647
YANKCOM Partnership
South Dakota
$1.41M -$5.1K -34 -0.4%
ADL
1648
Asset Dedication LLC
California
$1.41M -$358K -2,390 -20%
TFG
1649
Taylor Financial Group
Virginia
$1.41M – – –
MFS
1650
McNamara Financial Services
Massachusetts
$1.41M +$1.41M +9,386 New
64 65
66
67 68