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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 %
TA
2526
TrueWealth Advisors
Alabama
$375K -$6.45K -90 -2%
IHWM
2527
Iron Horse Wealth Management
Iowa
$375K +$37.8K +528 +11%
NFC
2528
Northstar Financial Companies
Pennsylvania
$374K -$5.37K -75 -1%
JSAM
2529
J. Safra Asset Management
New York
$374K +$6.88K +96 +2%
JF
2530
Joule Financial
Kentucky
$374K +$4.83K +67 +1%
HA
2531
Huntleigh Advisors
Missouri
$373K -$2.87K -40 -0.8%
SCM
2532
Silvant Capital Management
Georgia
$373K – – –
SWC
2533
Spectrum Wealth Counsel
Indiana
$373K -$29.3K -409 -7%
RC
2534
Rovin Capital
Arizona
$372K +$77.2K +1,078 +26%
THL
2535
Tillman Hartley LLC
Colorado
$372K – – –
SDWIA
2536
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$372K – – –
RCM
2537
Requisite Capital Management
Texas
$371K -$253K -3,502 -41%
MWM
2538
Marion Wealth Management
Pennsylvania
$371K – – –
AP
2539
Aspect Partners
Virginia
$370K -$358 -5 -0.1%
IWN
2540
Independent Wealth Network
Iowa
$370K -$2.44K -34 -0.7%
TIP
2541
Tandem Investment Partners
New Jersey
$369K – – –
AWM
2542
Aegis Wealth Management
Maryland
$369K -$273K -3,810 -43%
FC
2543
Forte Capital
New York
$369K -$94.2K -1,315 -20%
BDA
2544
Borer Denton & Associates
Pennsylvania
$368K -$53.7K -750 -13%
WCFA
2545
Walkner Condon Financial Advisors
Wisconsin
$368K +$26.1K +365 +8%
WIM
2546
Westside Investment Management
California
$368K -$10.1K -141 -3%
CCA
2547
Corps Capital Advisors
Texas
$368K – – –
BCM
2548
Buckhead Capital Management
Georgia
$368K -$1.15K -16 -0.3%
MW
2549
MBL Wealth
North Carolina
$367K +$38.9K +543 +12%
KFG
2550
Kelly Financial Group
Connecticut
$367K -$18.3K -253 -5%
100 101
102
103 104