PEP icon

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 %
AF
2326
Apexium Financial
Texas
$544K -$127K -845 -19%
FHC
2327
First Heartland Consultants
Missouri
$542K +$542K +3,616 New
BLAM
2328
Bourne Lent Asset Management
New York
$542K – – –
WA
2329
Waddell & Associates
Tennessee
$540K -$89.5K -597 -14%
KA
2330
Klingman & Associates
New York
$539K +$35.7K +238 +7%
VFA
2331
Voya Financial Advisors
Connecticut
$539K +$4.63K +31 +0.9%
TBWA
2332
Three Bridge Wealth Advisors
California
$536K +$13K +87 +2%
CFGA
2333
Cambridge Financial Group (Arizona)
Arizona
$536K +$25.5K +170 +5%
SL
2334
Summitry LLC
California
$536K -$24.6K -164 -4%
EFA
2335
Edge Financial Advisors
Illinois
$535K +$9.3K +62 +2%
XWM
2336
Xcel Wealth Management
Florida
$535K +$8.1K +54 +2%
SC
2337
SummitTX Capital
Texas
$535K +$535K +3,570 New
AWM
2338
AllSquare Wealth Management
New York
$534K – – –
WCA
2339
Waratah Capital Advisors
Ontario, Canada
$533K +$533K +3,558 New
CAM
2340
Covenant Asset Management
New Jersey
$531K – – –
CIG
2341
Cairn Investment Group
Washington
$531K -$29K -193 -5%
SLG
2342
Stanley-Laman Group
Pennsylvania
$529K +$162K +1,081 +44%
FCIM
2343
Fairview Capital Investment Management
California
$529K – – –
HWMG
2344
Hurlow Wealth Management Group
Indiana
$528K -$600 -4 -0.1%
EA
2345
Everpar Advisors
Oklahoma
$527K +$72.3K +482 +16%
BW
2346
BIP Wealth
Georgia
$526K -$22.6K -151 -4%
BCM
2347
Beaumont Capital Management
Massachusetts
$525K +$525K +3,500 New
FFC
2348
First Financial Corp
Indiana
$525K +$26.7K +178 +5%
HWMC
2349
Heritage Wealth Management (California)
California
$523K -$5.55K -37 -1%
CC
2350
Commons Capital
Massachusetts
$523K +$10.2K +68 +2%
92 93
94
95 96