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PepsiCo

3,319 hedge funds and large institutions have $175B invested in PepsiCo in 2023 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 1,330 increasing their positions, 1,327 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,319
Holders Change
+150
Holders Change %
+4.73%
% of All Funds
48.65%
Holding in Top 10
132
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-22.81%
% of All Funds
1.93%
New
319
Increased
1,330
Reduced
1,327
Closed
118
Calls
$1.75B
Puts
$1.57B
Net Calls
+$177M
Net Calls Change
+$177M
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
2001
Meridian Investment Counsel
California
$1.02M
CA
2002
Claar Advisors
New York
$1.02M +$25.5K +150 +3%
VWM
2003
VCI Wealth Management
Missouri
$1.02M +$1.02M +6,000 New
SCI
2004
Stableford Capital II
Arizona
$1.02M +$39.5K +238 +4%
KWA
2005
Kingswood Wealth Advisors
California
$1.02M +$659K +3,880 +185%
PWA
2006
Provenance Wealth Advisors
Florida
$1.02M -$4.25K -25 -0.4%
WFM
2007
Wolff Financial Management
Michigan
$1.02M +$35.7K +210 +4%
GC
2008
Gilbert & Cook
Iowa
$1.01M +$192K +1,133 +23%
JGIA
2009
Jackson Grant Investment Advisers
Connecticut
$1.01M
C
2010
CEDRUS
Colorado
$1.01M +$42.5K +250 +4%
SFG
2011
Sunburst Financial Group
Alabama
$1.01M +$209K +1,233 +26%
LIG
2012
Lokken Investment Group
Delaware
$1.01M +$615K +3,621 +155%
BB
2013
Bell Bank
North Dakota
$1.01M +$91.5K +539 +10%
AWG
2014
Altus Wealth Group
Colorado
$1.01M +$24.6K +145 +3%
PCS
2015
Personal CFO Solutions
New Jersey
$1M +$7.3K +43 +0.7%
DWMS
2016
Dominguez Wealth Management Solutions
Virginia
$1M +$31.1K +183 +3%
ICA
2017
Infrastructure Capital Advisors
New York
$1M +$1M +5,904 New
BLC
2018
Brown, Lisle/Cummings
Rhode Island
$998K +$42.5K +250 +4%
SIA
2019
Schear Investment Advisers
Ohio
$997K +$510 +3 +0.1%
KTM
2020
Keeler Thomas Management
Utah
$996K -$2.89K -17 -0.3%
CCA
2021
Childress Capital Advisors
Texas
$994K -$108K -638 -10%
JPWM
2022
Jamison Private Wealth Management
Georgia
$993K -$97.3K -573 -9%
BC
2023
Belmont Capital
California
$993K
OWM
2024
OneAscent Wealth Management
Alabama
$991K -$17.8K -104 -2%
FWM
2025
Forza Wealth Management
Florida
$989K