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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
Jones Financial Companies
176
Jones Financial Companies
Missouri
$5.7K +$6.81K +191 New
FFO
177
Fortitude Family Office
Arizona
$4.44K
AT
178
Avalon Trust
New Mexico
$3.86K
MG
179
Mather Group
Illinois
$3.68K +$4.28K +120 New
VWWMG
180
Vermillion & White Wealth Management Group
Pennsylvania
$3.4K +$3.96K +111 New
IA
181
IFP Advisors
Florida
$2.54K -$285 -8 -9%
LFG
182
Larson Financial Group
Missouri
$2.27K -$107 -3 -4%
HWP
183
Highline Wealth Partners
California
$2.24K +$2.6K +73 New
HWM
184
Hemington Wealth Management
Virginia
$2K +$3.46K +97 New
RIL
185
Rothschild Investment LLC
Illinois
$1.99K +$357 +10 +18%
SCM
186
Sterling Capital Management
North Carolina
$1.23K
S
187
SignatureFD
Georgia
$1.17K +$1.03K +29 +322%
TPCW
188
TD Private Client Wealth
New York
$1.1K +$1.28K +36 New
SW
189
SVB Wealth
Massachusetts
$1.04K +$1.21K +34 New
Bessemer Group
190
Bessemer Group
New Jersey
$1K -$472K -13,230 -100%
C
191
Covestor
United Kingdom
$1K -$11.4K -321 -89%
AAP
192
Arax Advisory Partners
Colorado
$981 -$3.25K -91 -74%
PPWM
193
PFG Private Wealth Management
Florida
$981
PS
194
Principal Securities
Iowa
$812
EWA
195
EverSource Wealth Advisors
Alabama
$766 +$107 +3 +14%
LC
196
Lindbrook Capital
California
$736 +$749 +21 +700%
CFD
197
Creative Financial Designs
Indiana
$644 +$749 +21 New
SC
198
SouthState Corp
Florida
$613 +$713 +20 New
PA
199
Parallel Advisors
California
$552 -$4.82K -135 -88%
TWD
200
True Wealth Design
Ohio
$552 +$214 +6 +50%

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.