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Vita Coco

218 hedge funds and large institutions have $1.46B invested in Vita Coco in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 72 increasing their positions, 84 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

202% more call options, than puts

Call options by funds: $9.48M | Put options by funds: $3.14M

52% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 29

29% more capital invested

Capital invested by funds: $1.14B → $1.46B (+$326M)

6.32% more ownership

Funds ownership: 65.19%71.51% (+6.3%)

5% more funds holding

Funds holding: 207218 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 84

Holders
218
Holders Change
+11
Holders Change %
+5.31%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
72
Reduced
84
Closed
29
Calls
$9.48M
Puts
$3.14M
Net Calls
+$6.34M
Net Calls Change
+$5.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$15.4M +$4.92M +147,295 +53%
Northern Trust
27
Northern Trust
Illinois
$14.7M -$586K -17,530 -4%
Victory Capital Management
28
Victory Capital Management
Texas
$14.4M -$8.2M -245,413 -38%
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$14.1M -$928K -27,775 -7%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$12.9M -$4.65M -139,336 -28%
Franklin Resources
31
Franklin Resources
California
$12.7M -$1.39M -41,633 -11%
Goldman Sachs
32
Goldman Sachs
New York
$12.3M +$1.1M +33,024 +11%
Charles Schwab
33
Charles Schwab
California
$11.8M +$245K +7,335 +2%
SCA
34
Summit Creek Advisors
Minnesota
$11.8M -$469K -14,043 -4%
Alyeska Investment Group
35
Alyeska Investment Group
Illinois
$11.7M +$10.9M +325,000 New
Raymond James Financial
36
Raymond James Financial
Florida
$11.2M +$2.84M +85,056 +38%
Marshall Wace
37
Marshall Wace
United Kingdom
$9.63M +$8.91M +266,671 New
Two Sigma Investments
38
Two Sigma Investments
New York
$9.1M +$877K +26,246 +12%
SBH
39
Segall Bryant & Hamill
Illinois
$8.74M +$1.39M +41,506 +21%
JP Morgan Chase
40
JP Morgan Chase
New York
$8.63M +$816K +24,427 +11%
JAM
41
JW Asset Management
Florida
$8.33M -$2.17M -65,000 -22%
OAM
42
Oberweis Asset Management
Illinois
$8.3M
Two Sigma Advisers
43
Two Sigma Advisers
New York
$8.21M -$1.68M -50,200 -18%
RIM
44
Ranger Investment Management
Texas
$8.13M +$509K +15,240 +7%
UBS Group
45
UBS Group
Switzerland
$7.82M -$6.4M -191,581 -47%
William Blair Investment Management
46
William Blair Investment Management
Illinois
$7.48M -$14.7M -441,125 -68%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$7.39M +$239K +7,161 +4%
TI
48
Trexquant Investment
Connecticut
$6.76M +$4.21M +125,923 +205%
Verition Fund Management
49
Verition Fund Management
Connecticut
$6.41M +$4.77M +142,862 +412%
Wells Fargo
50
Wells Fargo
California
$5.95M +$446K +13,356 +9%

COCO Hedge Fund Activity: Q2 2025 in Review

218 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vita Coco (COCO) for Q2 2025, worth a combined $1.46B — up 29% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new COCO positions and 29 closed out — a net gain of 15 holders — while 72 added to existing stakes and 84 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $68.8M. The largest seller was Bank of America, cutting an estimated $22M.

  • 218 institutional investors held Vita Coco (COCO) as of Q2 2025, up from 207 in Q1 2025.
  • Funds reported $1.46B of Vita Coco stock for Q2 2025, up 29% quarter-over-quarter.
  • 44 funds opened new Vita Coco positions in Q2 2025 and 29 closed out, a net change of +15 holders.
  • The largest Vita Coco buyer in Q2 2025 was Fidelity Investments, an estimated $68.8M added.
  • The largest Vita Coco seller in Q2 2025 was Bank of America, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2025.