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Vita Coco
COCO

207 hedge funds and large institutions have $1.14B invested in Vita Coco in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $5.08M | Put options by funds: $3.81M

25% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 32

4% more funds holding

Funds holding: 200 → 207 (+7)

0.68% more ownership

Funds ownership: 64.51% → 65.19% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

13% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 79

16% less capital invested

Capital invested by funds: $1.35B → $1.14B (-$212M)

Holders
207
Holders Change
+7
Holders Change %
+3.5%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
40
Increased
69
Reduced
79
Closed
32
Calls
$5.08M
Puts
$3.81M
Net Calls
+$1.26M
Net Calls Change
+$850K

Top Buyers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
+$20.3M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$19.6M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$18.1M
4
Artisan Partners
Artisan Partners
Wisconsin
+$12.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$9.22M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$41.5M
2
CIP
Champlain Investment Partners
Vermont
-$30.9M
3
UBS Group
UBS Group
Switzerland
-$8.79M
4
Two Sigma Investments
Two Sigma Investments
New York
-$5.75M
5
GIM
Granahan Investment Management
Massachusetts
-$5.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
OQS
226
Occudo Quantitative Strategies
Florida
– -$323K -8,748 Closed
DT
227
Diversified Trust
Tennessee
– -$318K -8,625 Closed
CCG
228
Catalina Capital Group
California
– -$248K -6,709 Closed
ET
229
Entropy Technologies
New York
– -$220K -5,952 Closed
IWM
230
IHT Wealth Management
Illinois
– -$216K -5,855 Closed
VWM
231
Venturi Wealth Management
Texas
– -$66.4K -1,800 Closed
EFMH
232
E Fund Management (HK)
Hong Kong
– -$52K -1,421 Closed
CAS
233
Coppell Advisory Solutions
Texas
– -$46.7K -1,283 Closed
JFGIW
234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$3.93K -105 Closed
QL
235
Quarry LP
New York
– -$3.29K -89 Closed
AWM
236
Avior Wealth Management
Nebraska
– -$2.36K -64 Closed
ACM
237
Aster Capital Management
United Arab Emirates
– -$2.25K -61 Closed
National Bank of Canada
238
National Bank of Canada
Quebec, Canada
– -$738 -20 Closed
CAM
239
Creekmur Asset Management
Illinois
– -$74 -2 Closed
6 7 8 9
10

COCO Hedge Fund Activity: Q1 2025 in Review

207 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Vita Coco (COCO) for Q1 2025, worth a combined $1.14B — down 16% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new COCO positions and 32 closed out — a net gain of 8 holders — while 69 added to existing stakes and 79 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $20.3M. The largest seller was Ameriprise, cutting an estimated $41.5M.

  • 207 institutional investors held Vita Coco (COCO) as of Q1 2025, up from 200 in Q4 2024.
  • Funds reported $1.14B of Vita Coco stock for Q1 2025, down 16% quarter-over-quarter.
  • 40 funds opened new Vita Coco positions in Q1 2025 and 32 closed out, a net change of +8 holders.
  • The largest Vita Coco buyer in Q1 2025 was VOYA Investment Management, an estimated $20.3M added.
  • The largest Vita Coco seller in Q1 2025 was Ameriprise, an estimated $41.5M sold.

Based on aggregated 13F filings for Q1 2025.