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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 %
RA
2676
Riversedge Advisors
Delaware
$308K +$4.08K +57 +1%
RWI
2677
Red Wave Investments
Pennsylvania
$308K +$215 +3 +0.1%
ANB
2678
Amarillo National Bank
Texas
$308K -$39.7K -554 -11%
RIP
2679
Reliant Investment Partners
North Carolina
$307K -$13.3K -185 -4%
CWA
2680
Consilio Wealth Advisors
Washington
$307K -$2.51K -35 -0.8%
AIM
2681
Athena Investment Management
California
$306K -$1.79K -25 -0.6%
TFIPS
2682
Towarzystwo Funduszy Inwestycyjnych PZU SA
$306K +$21.5K +300 +8%
BWM
2683
Buska Wealth Management
Wisconsin
$306K – – –
WI
2684
Westbourne Investments
Virginia
$305K +$2.15K +30 +0.7%
NCM
2685
Northwest Capital Management
Oregon
$304K -$22.9K -320 -7%
FA
2686
FDx Advisors
Illinois
$304K -$3.01K -42 -1%
HFS
2687
Hoge Financial Services
Pennsylvania
$303K +$3.15K +44 +1%
PSCM
2688
Per Stirling Capital Management
Texas
$303K +$303K +4,235 New
CAL
2689
Capital Advisors Ltd
Ohio
$302K +$31.7K +443 +12%
NME
2690
Notis-McConarty Edward
$302K -$44.1K -616 -13%
TC
2691
Trust Company
Kansas
$302K -$204K -2,842 -40%
WA
2692
Wealthstream Advisors
New York
$301K +$12.1K +169 +4%
MFG
2693
Mosaic Financial Group
Illinois
$301K -$301K -4,200 -50%
FWM
2694
ForthRight Wealth Management
Georgia
$301K -$84K -1,173 -22%
ST
2695
Sageworth Trust
Pennsylvania
$300K +$3.22K +45 +1%
OFW
2696
Omnia Family Wealth
Florida
$300K +$300K +4,164 New
WIM
2697
Warwick Investment Management
Texas
$300K +$48.2K +673 +19%
MWP
2698
Meriwether Wealth & Planning
Louisiana
$299K +$24.2K +338 +9%
KWM
2699
KFG Wealth Management
Indiana
$299K +$3.65K +51 +1%
KA
2700
Kozak & Associates
Colorado
$298K -$90.8K -1,254 -23%
106 107
108
109 110