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Coca-Cola
KO

Overview Fund Activity

3,321 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,236 increasing their positions, 1,384 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,321
Holders Change
+78
Holders Change %
+2.41%
% of All Funds
45.1%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
257
Increased
1,236
Reduced
1,384
Closed
117
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$1.21B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.17B
3
Boston Partners
Boston Partners
Massachusetts
+$642M
4
BlackRock
BlackRock
New York
+$482M
5
Bank of America
Bank of America
North Carolina
+$428M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.17B
2
Citadel Advisors
Citadel Advisors
Florida
-$684M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$423M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$328M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
2476
Argyle Capital Partners
California
$399K – – –
LA
2477
Latitude Advisors
Florida
$399K -$22.3K -311 -5%
SA
2478
Strategic Advocates
Utah
$397K -$36.7K -513 -8%
FNWA
2479
Financial Network Wealth Advisors
Utah
$397K +$14.1K +197 +4%
TCOTS
2480
Trust Company of the South
North Carolina
$396K +$5.09K +71 +1%
GHA
2481
Granite Harbor Advisors
Texas
$396K +$43.8K +612 +12%
UIM
2482
Unified Investment Management
Georgia
$395K – – –
SAW
2483
Signal Advisors Wealth
Michigan
$395K -$126K -1,755 -24%
WSWA
2484
Warren Street Wealth Advisors
California
$395K +$48.3K +674 +14%
JGUA
2485
John G. Ullman & Associates
New York
$394K -$4.37K -61 -1%
KIC
2486
Keating Investment Counselors
Florida
$394K -$107K -1,500 -21%
ANBT
2487
American National Bank & Trust
Texas
$394K -$888K -12,400 -69%
FSA
2488
Fort Sheridan Advisors
Illinois
$393K +$35.8K +500 +10%
IUHSA
2489
Itau Unibanco Holding S.A.
Brazil
$393K -$48.3M -673,513 -99%
SRC
2490
Sage Rhino Capital
California
$393K -$573 -8 -0.1%
CPRC
2491
Consolidated Portfolio Review Corp
New York
$392K +$11.9K +166 +3%
RWA
2492
Redhawk Wealth Advisors
Minnesota
$392K -$129K -1,808 -25%
FPCP
2493
Fort Point Capital Partners
California
$391K -$32.7K -456 -8%
MHC
2494
May Hill Capital
Massachusetts
$389K -$5.73K -80 -1%
CA
2495
Cache Advisors
California
$389K +$8.45K +118 +2%
PCFFS
2496
Pacific Center for Financial Services
California
$389K – – –
PWP
2497
Perfromance Wealth Partners
Illinois
$388K +$128K +1,785 +49%
NLP
2498
Next Level Private
New York
$387K – – –
VWA
2499
VSM Wealth Advisory
Maryland
$387K – – –
APW
2500
Aurora Private Wealth
New Jersey
$387K +$645 +9 +0.2%
98 99
100
101 102