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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
TRCT
176
Tower Research Capital (TRC)
New York
$82.6K -$100K -2,696 -58%
AAS
177
Ameritas Advisory Services
Nebraska
$58.4K
AB
178
Amalgamated Bank
New York
$58K
EWA
179
EverSource Wealth Advisors
Alabama
$54.6K -$3.12K -84 -6%
AssetMark Inc
180
AssetMark Inc
California
$54.6K
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$54K +$1.04K +28 +2%
MG
182
Mather Group
Illinois
$53.5K +$46.7K +1,260 New
PE
183
Point72 Europe
United Kingdom
$44.9K +$39.2K +1,058 New
PPA
184
Painted Porch Advisors
California
$43.6K
GI
185
GAMMA Investing
California
$38.5K +$742 +20 +2%
QL
186
Quarry LP
New York
$32.4K +$28.1K +758 +12,633%
QCG
187
Quadrant Capital Group
Ohio
$30.7K +$26.8K +724 New
NS
188
NBC Securities
Alabama
$30.6K
CA
189
Clearstead Advisors
Ohio
$28.8K +$25K +675 +22,500%
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$25.7K
LFG
191
Larson Financial Group
Missouri
$18.1K +$10.2K +275 +182%
BNP Paribas Asset Management
192
BNP Paribas Asset Management
France
$18K +$2.45K +66 +19%
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
$15.3K +$13.4K +361 New
PS
194
Principal Securities
Iowa
$14.8K +$12.1K +326 +1,482%
GWM
195
Geneos Wealth Management
Colorado
$12.7K
Jones Financial Companies
196
Jones Financial Companies
Missouri
$12.2K
Optiver Holding
197
Optiver Holding
Netherlands
$11.4K +$2.71K +73 +37%
AAP
198
Arax Advisory Partners
Colorado
$9.13K +$7.38K +199 +1,244%
SPIA
199
Steward Partners Investment Advisory
New York
$6.46K
FFO
200
Fortitude Family Office
Arizona
$5.9K

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.