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PepsiCo
PEP

Overview Fund Activity

3,372 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, 1,401 increasing their positions, 1,460 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,372
Holders Change
-63
Holders Change %
-1.83%
% of All Funds
45.8%
Holding in Top 10
59
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.84%
% of All Funds
0.8%
New
184
Increased
1,401
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 %
CPRC
2001
Consolidated Portfolio Review Corp
New York
$877K +$428K +2,857 +96%
AIM
2002
AMI Investment Management
Indiana
$876K -$126K -840 -13%
LAM
2003
L2 Asset Management
Massachusetts
$876K +$81.3K +542 +10%
EFL
2004
ERn Financial LLC
Wisconsin
$876K -$52.9K -353 -6%
OFO
2005
OneAscent Family Office
Alabama
$874K +$458K +3,059 +110%
IA
2006
Insight Advisors
Pennsylvania
$874K -$37.5K -250 -4%
TIA
2007
Traphagen Investment Advisors
New Jersey
$873K +$17.8K +119 +2%
EDRH
2008
Edmond de Rothschild Holding
Switzerland
$873K -$8.31M -55,419 -90%
TW
2009
Towerpoint Wealth
California
$871K +$575K +3,838 +195%
TSWM
2010
Tyler-Stone Wealth Management
Ohio
$871K +$61.8K +412 +8%
WAM
2011
WealthTrust Asset Management
Florida
$869K -$150 -1 -0%
FMTC
2012
Farmers & Merchants Trust Company
California
$867K +$24.1K +161 +3%
PSFG
2013
Prairie Sky Financial Group
Illinois
$865K -$2.55K -17 -0.3%
WAM
2014
Weatherly Asset Management
California
$864K +$6.15K +41 +0.7%
AW
2015
Alteri Wealth
California
$863K +$43K +287 +5%
MM
2016
MQS Management
New York
$862K +$647K +4,313 +300%
HBT
2017
Heartland Bank & Trust
Illinois
$860K +$444K +2,962 +107%
IAS
2018
Insigneo Advisory Services
Florida
$860K -$94.3K -629 -10%
JWWM
2019
Johnson & White Wealth Management
Pennsylvania
$859K +$54.6K +364 +7%
BA
2020
Ballew Advisors
Mississippi
$857K +$857K +5,937 New
OIAM
2021
OFI Invest Asset Management
France
$857K +$446K +3,214 +109%
BTWM
2022
Brass Tax Wealth Management
Ohio
$856K -$91.9K -613 -10%
TP
2023
Tranquility Partners
Tennessee
$855K +$2.7K +18 +0.3%
Two Sigma Advisers
2024
Two Sigma Advisers
New York
$855K -$30M -200,000 -97%
SHA
2025
Seneca House Advisors
Virginia
$853K -$81.1K -541 -9%
79 80
81
82 83