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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 %
IWP
2851
IAG Wealth Partners
Wisconsin
$256K +$169K +2,360 +195%
RFN
2852
Redwood Financial Network
Ohio
$256K -$14.8K -207 -5%
B
2853
Bensler
Washington
$256K -$49.3K -689 -16%
TFA
2854
Tobias Financial Advisors
Florida
$255K +$215 +3 +0.1%
RWA
2855
Rooted Wealth Advisors
Illinois
$255K +$7.55K +108 +3%
BMWM
2856
Brown Miller Wealth Management
Virginia
$255K -$111K -1,556 -30%
CWA
2857
CM Wealth Advisors
Ohio
$255K – – –
PIM
2858
Pullen Investment Management
Florida
$254K -$43.2K -603 -15%
OWCM
2859
One Wealth Capital Management
Arizona
$254K +$2.36K +33 +0.9%
BAM
2860
BOS Asset Management
Illinois
$254K +$4.37K +61 +2%
SCI
2861
Silver Coast Investments
United States
$254K -$36.1K -504 -12%
BWM
2862
Buckley Wealth Management
Nevada
$254K +$7.16K +100 +3%
BW
2863
BXM Wealth
Colorado
$253K +$10.3K +144 +4%
AG
2864
Algert Global
California
$253K +$253K +3,537 New
SWM
2865
Scissortail Wealth Management
Oklahoma
$253K -$7.16K -100 -3%
SFC
2866
Swisher Financial Concepts
Ohio
$253K -$11.9K -166 -4%
TFG
2867
Taylor Financial Group
Virginia
$252K +$252K +3,522 New
BCMLT
2868
Beacon Capital Management LLC (Tennessee)
Tennessee
$252K +$8.17K +114 +3%
SIC
2869
SJS Investment Consulting
Ohio
$252K +$45K +629 +22%
ACM
2870
Aster Capital Management
United Arab Emirates
$252K +$252K +3,537 New
PHWM
2871
Pine Harbor Wealth Management
Maryland
$252K -$23.7K -331 -9%
MCM
2872
M1 Capital Management
Michigan
$251K -$5.59K -78 -2%
VNA
2873
Valley National Advisers
Pennsylvania
$251K -$53.2K -745 -18%
NWWA
2874
New Wave Wealth Advisors
Arkansas
$251K +$286 +4 +0.1%
CM
2875
Capula Management
Cayman Islands
$251K +$155K +2,165 +162%
113 114
115
116 117