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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 %
VFM
2601
Vision Financial Markets
Connecticut
$344K -$24.7K -345 -7%
FUBT
2602
First United Bank & Trust
Maryland
$344K -$31.7K -443 -8%
EBT
2603
Enterprise Bank & Trust
Massachusetts
$343K +$34.7K +485 +11%
PAM
2604
PCG Asset Management
New Jersey
$343K -$7.16K -100 -2%
PPWM
2605
Paragon Private Wealth Management
Kentucky
$343K +$39.9K +557 +13%
MSR
2606
Main Street Research
Connecticut
$343K +$86K +1,192 +34%
LSWP
2607
Liberty Square Wealth Partners
Pennsylvania
$343K – – –
RCIM
2608
Red Cedar Investment Management
Michigan
$342K – – –
FPL
2609
Fortress Private Ledger
North Carolina
$342K +$46.4K +648 +16%
CL
2610
CLG LLC
California
$342K – – –
IPWA
2611
International Private Wealth Advisors
California
$341K +$341K +4,760 New
PCA
2612
Purkiss Capital Advisors
Connecticut
$341K +$341K +4,759 New
MCP
2613
Mirador Capital Partners
California
$341K +$341K +4,758 New
WIM
2614
WealthPlan Investment Management
Nebraska
$340K -$195K -2,718 -36%
TWP
2615
Tempus Wealth Planning
California
$340K -$1.43K -20 -0.4%
FI
2616
Financial Insights
Washington
$340K +$37.5K +524 +12%
HPM
2617
Hoxton Planning & Management
West Virginia
$339K -$18.5K -258 -5%
PWM
2618
Palumbo Wealth Management
New York
$337K +$48.9K +682 +17%
EWS
2619
Eagle Wealth Strategies
New Jersey
$337K -$716 -10 -0.2%
TWM
2620
Tanager Wealth Management
United Kingdom
$337K +$25.5K +354 +8%
PCTC
2621
Perkins Coie Trust Company
Washington
$337K – – –
WAM
2622
Wallington Asset Management
Indiana
$336K – – –
VFG
2623
Victory Financial Group
Texas
$336K +$336K +4,687 New
WS
2624
Wela Strategies
Georgia
$336K – – –
CCM
2625
Chiron Capital Management
Florida
$335K -$21.5K -300 -6%
103 104
105
106 107