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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 %
TPWA
2651
TRUE Private Wealth Advisors
Oregon
$323K -$916K -12,793 -74%
TSWM
2652
Triangle Securities Wealth Management
North Carolina
$322K -$7.02K -98 -2%
DWA
2653
Delos Wealth Advisors
Texas
$322K – – –
GJIA
2654
Glass Jacobson Investment Advisors
Maryland
$322K – – –
SWP
2655
Significant Wealth Partners
Illinois
$321K +$51.4K +717 +19%
BWM
2656
BCGM Wealth Management
Indiana
$321K – – –
PSFG
2657
Park Square Financial Group
Georgia
$318K +$8.59K +120 +3%
MIFH
2658
Migdal Insurance & Financial Holdings
Israel
$317K -$1.15K -16 -0.4%
BMD
2659
Better Money Decisions
New Mexico
$317K -$56.6K -790 -15%
BWM
2660
BlackDiamond Wealth Management
New York
$317K +$3.46K +49 +1%
BSSFA
2661
Baron Silver Stevens Financial Advisors
Florida
$316K +$14.9K +208 +5%
HVIA
2662
Hudson Valley Investment Advisors
New York
$316K – – –
RWM
2663
Reston Wealth Management
Virginia
$315K +$27.9K +390 +10%
CVM
2664
Cheviot Value Management
California
$315K +$21.9K +305 +7%
JWS
2665
Juncture Wealth Strategies
Arizona
$315K – – –
WCG
2666
Weaver Consulting Group
California
$314K -$26.9K -376 -8%
FSG
2667
Financial Strategies Group
Michigan
$314K +$719 +10 +0.2%
AWM
2668
Ariadne Wealth Management
California
$313K -$1.83K -26 -0.6%
PTCG
2669
Pring Turner Capital Group
California
$312K +$15.4K +215 +5%
VIPI
2670
Vista Investment Partners II
Indiana
$312K +$312K +4,352 New
KWA
2671
Kellett Wealth Advisors
Ohio
$312K – – –
S
2672
Sachetta
Massachusetts
$311K -$13.8K -192 -4%
CWM
2673
CCG Wealth Management
California
$310K +$32.9K +460 +12%
WG
2674
Watchman Group
Texas
$309K -$143 -2 -0%
BBA
2675
Braun-Bostich & Associates
Pennsylvania
$309K +$11.4K +159 +4%
105 106
107
108 109