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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 %
WAOTB
2026
Wealth Advisors of Tampa Bay
Florida
$850K +$637K +4,247 +299%
QWP
2027
Quotient Wealth Partners
Texas
$847K -$88.8K -592 -9%
GB
2028
Goepper Burkhardt
South Carolina
$844K -$4.05K -27 -0.5%
FFM
2029
Fullerton Fund Management
Singapore
$844K +$844K +5,628 New
GCP
2030
GSA Capital Partners
United Kingdom
$843K -$578K -3,856 -41%
BCG
2031
Breakwater Capital Group
New Jersey
$841K -$5.55K -37 -0.7%
SFA
2032
Souders Financial Advisors
Ohio
$839K +$198K +1,322 +31%
KWM
2033
KFG Wealth Management
Indiana
$838K +$109K +730 +15%
RCWM
2034
Royal Capital Wealth Management
Indiana
$837K +$11.1K +74 +1%
CFP
2035
Catalyst Financial Partners
Massachusetts
$836K +$41.5K +277 +5%
SLT
2036
St Louis Trust
Missouri
$836K +$158K +1,051 +23%
CAWM
2037
Capital Advisors Wealth Management
Washington
$835K +$146K +974 +21%
GPI
2038
General Partner Inc
Pennsylvania
$835K – – –
VWM
2039
Vigilare Wealth Management
Arizona
$835K -$8.25K -55 -1%
AAS
2040
Annex Advisory Services
Wisconsin
$834K +$36.1K +241 +5%
AA
2041
Addison Advisors
Vermont
$834K +$219K +1,462 +36%
SFB
2042
STAR Financial Bank
Indiana
$832K -$108K -722 -12%
IIC
2043
Integrated Investment Consultants
Michigan
$830K -$985K -6,566 -54%
FA
2044
Faithward Advisors
Pennsylvania
$829K -$26.8K -179 -3%
ACI
2045
Alpha Cubed Investments
California
$829K +$106K +710 +15%
NFC
2046
Northstar Financial Companies
Pennsylvania
$828K +$145K +969 +21%
TCOTS
2047
Trust Company of the South
North Carolina
$828K +$2.25K +15 +0.3%
MCM
2048
Magnolia Capital Management
New York
$827K – – –
MCM
2049
Mill Capital Management
North Carolina
$827K -$15.4K -103 -2%
RIA
2050
Richwood Investment Advisors
Ohio
$826K -$45.7K -305 -5%
80 81
82
83 84