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Vita Coco

229 hedge funds and large institutions have $1.98B invested in Vita Coco in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 74 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more call options, than puts

Call options by funds: $17.6M | Put options by funds: $3.58M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

35% more capital invested

Capital invested by funds: $1.46B → $1.98B (+$515M)

18% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 74

10.54% more ownership

Funds ownership: 71.51%82.04% (+11%)

5% more funds holding

Funds holding: 218229 (+11)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
229
Holders Change
+11
Holders Change %
+5.05%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
87
Reduced
74
Closed
28
Calls
$17.6M
Puts
$3.58M
Net Calls
+$14.1M
Net Calls Change
+$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$21.7M +$1.77M +47,632 +10%
Lord, Abbett & Co
27
Lord, Abbett & Co
New Jersey
$21M +$3.83M +103,257 +26%
UBS Group
28
UBS Group
Switzerland
$20.6M +$9.91M +267,145 +123%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$19.6M +$16.1M +433,520 +1,527%
Aberdeen Group
30
Aberdeen Group
United Kingdom
$19.3M -$5.05M -136,121 -23%
SAM
31
Stansberry Asset Management
Texas
$18.9M +$102K +2,761 +0.6%
Northern Trust
32
Northern Trust
Illinois
$18.5M +$1M +27,048 +7%
Two Sigma Investments
33
Two Sigma Investments
New York
$18.3M +$6.61M +178,212 +71%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$17M +$9.95M +268,338 +202%
Charles Schwab
35
Charles Schwab
California
$15.7M +$1.52M +40,988 +13%
Franklin Resources
36
Franklin Resources
California
$13.5M -$1.32M -35,630 -10%
Citadel Advisors
37
Citadel Advisors
Florida
$13.4M -$7.22M -194,626 -38%
Raymond James Financial
38
Raymond James Financial
Florida
$13.2M +$32.3K +871 +0.3%
SCA
39
Summit Creek Advisors
Minnesota
$12.8M -$897K -24,198 -7%
Victory Capital Management
40
Victory Capital Management
Texas
$12.4M -$4.02M -108,289 -27%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$10.7M -$16.7M -449,949 -64%
SBH
42
Segall Bryant & Hamill
Illinois
$10.5M +$220K +5,938 +2%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$10.4M +$671K +18,100 +8%
Goldman Sachs
44
Goldman Sachs
New York
$10.1M -$3.85M -103,745 -30%
OAM
45
Oberweis Asset Management
Illinois
$9.7M -$63K -1,700 -0.7%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$9.65M -$4.79M -129,165 -36%
JAM
47
JW Asset Management
Florida
$9.28M -$445K -12,000 -5%
Ensign Peak Advisors
48
Ensign Peak Advisors
Utah
$8.49M +$7.42M +200,000 New
Russell Investments Group
49
Russell Investments Group
United Kingdom
$8.37M -$288K -7,777 -4%
TI
50
Trexquant Investment
Connecticut
$8.2M +$212K +5,722 +3%

COCO Hedge Fund Activity: Q3 2025 in Review

229 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vita Coco (COCO) for Q3 2025, worth a combined $1.98B — up 35% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new COCO positions and 28 closed out — a net gain of 12 holders — while 87 added to existing stakes and 74 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $51.6M. The largest seller was Balyasny Asset Management, cutting an estimated $16.7M.

  • 229 institutional investors held Vita Coco (COCO) as of Q3 2025, up from 218 in Q2 2025.
  • Funds reported $1.98B of Vita Coco stock for Q3 2025, up 35% quarter-over-quarter.
  • 40 funds opened new Vita Coco positions in Q3 2025 and 28 closed out, a net change of +12 holders.
  • The largest Vita Coco buyer in Q3 2025 was Wellington Management Group, an estimated $51.6M added.
  • The largest Vita Coco seller in Q3 2025 was Balyasny Asset Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q3 2025.