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PepsiCo

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
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
2276
Winebrenner Capital Management
Kentucky
$582K -$582K -3,880 -50%
JFA
2277
JNBA Financial Advisors
Minnesota
$581K -$40.3K -269 -6%
MC
2278
McMorgan & Co
California
$580K -$32.1K -214 -5%
OIM
2279
Orca Investment Management
Oregon
$580K -$12.9K -86 -2%
AFC
2280
AFT Forsyth & Company
Florida
$579K
BP
2281
BWM Planning
Texas
$579K +$2.85K +19 +0.5%
FFA
2282
Florida Financial Advisors
Florida
$578K +$227K +1,512 +64%
FCM
2283
Fortis Capital Management
Washington
$574K +$574K +3,827 New
RPWA
2284
Regent Peak Wealth Advisors
Georgia
$572K -$130K -867 -19%
CFG
2285
Carr Financial Group
Massachusetts
$572K -$65.5K -437 -10%
ARC
2286
Advisor Resource Council
Texas
$571K +$571K +5,459 New
SM
2287
Sweeney & Michel
California
$571K +$571K +4,070 New
WH
2288
Willner & Heller
California
$569K +$14.5K +97 +3%
LWM
2289
Liberty Wealth Management
California
$569K +$4.5K +30 +0.8%
NL
2290
NWAM LLC
Washington
$568K -$733K -4,891 -56%
CCM
2291
Compass Capital Management
Minnesota
$568K
SL
2292
Salomon & Ludwin
Virginia
$566K -$150 -1 -0%
GKWIM
2293
Gerber Kawasaki Wealth & Investment Management
California
$566K +$120K +803 +27%
BCA
2294
Bay Capital Advisors
Virginia
$565K -$8.55K -57 -1%
RFP
2295
Root Financial Partners
California
$565K +$120K +798 +27%
CFA
2296
Capstone Financial Advisors
Illinois
$565K -$2.7K -18 -0.5%
RSWA
2297
Robinson Smith Wealth Advisors
Maine
$564K +$2.85K +19 +0.5%
EFP
2298
Elser Financial Planning
Indiana
$563K +$287K +1,917 +104%
RPGK
2299
Retirement Planning Group (Kansas)
Kansas
$563K -$49.8K -332 -8%
CF
2300
Claris Financial
Virginia
$563K