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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 %
BA
2501
Brightwater Advisory
Florida
$387K -$25.9K -361 -6%
SCA
2502
Sippican Capital Advisors
Massachusetts
$387K – – –
FA
2503
Fiducient Advisors
Illinois
$387K -$29.3K -406 -7%
FAN
2504
Financial Advisors Network
California
$385K +$385K +5,381 New
SWM
2505
Sculati Wealth Management
Michigan
$384K – – –
JWM
2506
JFG Wealth Management
Colorado
$384K -$22.9K -320 -6%
FM
2507
Foster & Motley
Ohio
$384K -$39.4K -551 -9%
AL
2508
ADE LLC
Maryland
$384K – – –
SL
2509
Sentinus LLC
Illinois
$383K +$17.4K +243 +5%
PMG
2510
Private Management Group
California
$382K +$1.36K +19 +0.4%
PCA
2511
Prosperity Capital Advisors
Ohio
$382K +$42.6K +593 +13%
BCM
2512
Becker Capital Management
Oregon
$382K -$8.66K -120 -2%
FAG
2513
Fortitude Advisory Group
Washington
$382K -$27K -376 -7%
CPL
2514
Capital & Planning LLC
Georgia
$380K -$75.2K -1,050 -17%
BF
2515
Brogan Financial
Tennessee
$380K +$29.5K +412 +8%
BOTPPF
2516
Board of the Pension Protection Fund
United Kingdom
$380K -$7.16K -100 -2%
ATFA
2517
All Terrain Financial Advisors
Minnesota
$380K – – –
KIG
2518
Kessler Investment Group
Indiana
$379K -$28.7K -401 -7%
WIA
2519
Wetzel Investment Advisors
Indiana
$379K -$1.44K -20 -0.4%
MCCA
2520
Mill Creek Capital Advisors
Pennsylvania
$379K -$75.1K -1,048 -17%
MIM
2521
Miller Investment Management
Pennsylvania
$378K – – –
CFO
2522
Colony Family Offices
North Carolina
$376K – – –
RDFA
2523
Ritter Daniher Financial Advisory
Ohio
$376K – – –
TSWM
2524
Tyler-Stone Wealth Management
Ohio
$376K +$7.45K +104 +2%
CIP
2525
Convergence Investment Partners
Florida
$376K -$89.7K -1,253 -19%
99 100
101
102 103