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Vita 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: 200207 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Stansberry Asset Management
Texas
$13.5M +$562K +15,759 +4%
Northern Trust
27
Northern Trust
Illinois
$13M +$493K +13,814 +3%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$12.8M -$4.98M -139,608 -25%
UBS Group
29
UBS Group
Switzerland
$12.5M -$8.79M -246,480 -38%
Franklin Resources
30
Franklin Resources
California
$12.1M +$7.11M +199,220 +102%
SCA
31
Summit Creek Advisors
Minnesota
$10.4M -$2.22M -62,213 -15%
Charles Schwab
32
Charles Schwab
California
$9.82M -$181K -5,087 -2%
Goldman Sachs
33
Goldman Sachs
New York
$9.45M -$120K -3,370 -1%
JAM
34
JW Asset Management
Florida
$9.06M
Morgan Stanley
35
Morgan Stanley
New York
$8.58M -$3.02M -84,618 -23%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$8.51M -$4.02M -112,600 -29%
Citadel Advisors
37
Citadel Advisors
Florida
$7.58M +$2.01M +56,422 +30%
OAM
38
Oberweis Asset Management
Illinois
$7.05M -$53.5K -1,500 -0.6%
Two Sigma Investments
39
Two Sigma Investments
New York
$6.92M -$5.75M -161,118 -42%
Raymond James Financial
40
Raymond James Financial
Florida
$6.91M +$320K +8,960 +4%
JP Morgan Chase
41
JP Morgan Chase
New York
$6.58M -$2.34M -65,468 -23%
RIM
42
Ranger Investment Management
Texas
$6.43M +$1.84M +51,450 +32%
SBH
43
Segall Bryant & Hamill
Illinois
$6.15M -$202K -5,652 -3%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$6.06M +$2.46M +69,100 +54%
First Trust Advisors
45
First Trust Advisors
Illinois
$5.32M +$3.99M +112,002 +182%
AllianceBernstein
46
AllianceBernstein
Tennessee
$5.03M +$4.48M +125,695 +327%
Wells Fargo
47
Wells Fargo
California
$4.64M +$4M +112,091 +285%
Deutsche Bank
48
Deutsche Bank
Germany
$4.44M -$192K -5,390 -4%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$4.09M +$278K +7,788 +6%
Man Group
50
Man Group
United Kingdom
$3.87M -$5.08M -142,452 -53%

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.