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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 %
GA
2726
GSG Advisors
New Jersey
$291K -$3.71K -53 -1%
SAM
2727
Strategy Asset Managers
California
$291K – – –
EFG
2728
Ethos Financial Group
Pennsylvania
$291K +$9.52K +151 +3%
R
2729
Rebalance
California
$291K +$72 +1 +0%
VC
2730
Vicus Capital
Pennsylvania
$290K -$89.7K -1,253 -24%
OP
2731
ORG Partners
Indiana
$289K +$137K +3,018 +90%
FIBT
2732
First International Bank & Trust
North Dakota
$289K – – –
SCM
2733
SOL Capital Management
Maryland
$289K – – –
BCM
2734
Bienville Capital Management
New York
$289K -$444K -6,155 -61%
SHFA
2735
SC&H Financial Advisors
Maryland
$288K +$288K +4,028 New
NWAG
2736
Net Worth Advisory Group
Utah
$288K +$7.45K +104 +3%
CIR
2737
Clear Investment Research
Georgia
$288K +$220K +3,074 +324%
AWP
2738
Abacus Wealth Partners
California
$288K -$1.36K -19 -0.5%
TF
2739
Threadgill Financial
Texas
$288K – – –
CFG
2740
Carr Financial Group
Massachusetts
$287K +$21.5K +300 +8%
AT
2741
American Trust
Kentucky
$287K -$1.02M -14,253 -78%
PWM
2742
PBMares Wealth Management
Virginia
$287K -$37.5K -524 -12%
VFP
2743
Verus Financial Partners
Virginia
$287K – – –
BCM
2744
BTC Capital Management
Iowa
$286K -$3.01K -42 -1%
PWM
2745
Partnership Wealth Management
Maryland
$286K – – –
MJP
2746
Michael J. Puzo
$286K – – –
MA
2747
McBroom & Associates
Nevada
$286K – – –
PFP
2748
Paragon Financial Partners
California
$286K +$716 +10 +0.3%
FFC
2749
Frederick Financial Consultants
Maryland
$286K +$20.8K +291 +8%
SBF
2750
Sara-Bay Financial
Florida
$286K – – –
108 109
110
111 112