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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 %
UFF
2826
USA Financial Formulas
Michigan
$262K +$262K +3,659 New
GWM
2827
Greenwich Wealth Management
Connecticut
$262K +$8.67K +121 +3%
FC
2828
FCA Corp
Texas
$261K – – –
CIP
2829
Capital Insight Partners
Arizona
$261K – – –
NWMG
2830
National Wealth Management Group
Ohio
$261K +$261K +3,638 New
CGH
2831
CMG Global Holdings
Texas
$260K -$6.16K -85 -2%
PP
2832
PFS Partners
New Jersey
$260K – – –
WKSWA
2833
White Knight Strategic Wealth Advisors
New Jersey
$260K -$367K -5,129 -59%
MAM
2834
McLean Asset Management
Virginia
$260K -$53.8K -787 -17%
WTFG
2835
Wells Trecaso Financial Group
Ohio
$260K +$501 +7 +0.2%
GFM
2836
GF Fund Management
China
$259K -$9.83M -137,218 -97%
WF
2837
Warner Financial
Maryland
$259K – – –
HIIFS
2838
Harel Insurance Investments & Financial Services
Israel
$259K +$28.7K +400 +12%
SPWG
2839
Syntegra Private Wealth Group
Missouri
$259K +$21.1K +295 +9%
DI
2840
Disciplined Investments
Oklahoma
$258K +$2.94K +41 +1%
IA
2841
IFG Advisors
Missouri
$258K – – –
5SA
2842
5th Street Advisors
Connecticut
$258K +$258K +3,600 New
CWA
2843
Centerline Wealth Advisors
Kentucky
$258K +$258K +3,599 New
BMM
2844
Buffington Mohr McNeal
Idaho
$258K -$931K -13,003 -78%
NWA
2845
Navis Wealth Advisors
New York
$257K +$10.5K +146 +4%
BDL
2846
Banque de Luxembourg
Luxembourg
$257K -$37K -516 -13%
POIA
2847
Pin Oak Investment Advisors
Texas
$257K +$35.4K +605 +16%
WCM
2848
WealthBridge Capital Management
Ohio
$257K +$17K +238 +7%
TWM
2849
TriaGen Wealth Management
California
$256K -$21.2K -296 -8%
LRWA
2850
Long Run Wealth Advisors
New York
$256K +$10.1K +141 +4%
112 113
114
115 116