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Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2926
CM Wealth Advisors
Ohio
$220K
NFA
2927
Northwest Financial Advisors
Virginia
$220K +$7.31K +112 +3%
OWCM
2928
One Wealth Capital Management
Arizona
$219K +$230K +3,517 New
WIM
2929
Warwick Investment Management
Texas
$219K -$4.76K -73 -2%
SFC
2930
Strategic Financial Concepts
Texas
$219K +$229K +3,511 New
NWWA
2931
New Wave Wealth Advisors
Arkansas
$218K -$3.92K -60 -2%
HKIMG
2932
Hutchens & Kramer Investment Management Group
Indiana
$218K -$51.7K -792 -18%
BAM
2933
BOS Asset Management
Illinois
$217K +$21.1K +323 +10%
CAM
2934
Concorde Asset Management
Michigan
$217K +$783 +12 +0.3%
PWM
2935
Power Wealth Management
Georgia
$217K -$5.81K -89 -2%
HWM
2936
Hobbs Wealth Management
Indiana
$217K +$227K +3,481 New
NPFS
2937
Novak & Powell Financial Services
Florida
$216K +$1.44K +22 +0.6%
VFPW
2938
Vantage Financial Partners (Wisconsin)
Wisconsin
$216K -$131 -2 -0.1%
OFO
2939
OneAscent Family Office
Alabama
$216K +$226K +3,465 New
RWA
2940
Rooted Wealth Advisors
Illinois
$216K +$231K +3,544 New
MIA
2941
MeadowBrook Investment Advisors
Michigan
$216K
RFS
2942
Richardson Financial Services
Massachusetts
$216K +$4.83K +74 +2%
CE
2943
Cornerstone Enterprises
Wisconsin
$216K -$2.61M -39,911 -92%
AFP
2944
Alpha Financial Partners
Kentucky
$215K +$226K +3,457 New
CCC
2945
Chelsea Counsel Company
California
$215K
SNB
2946
Security National Bank
Nebraska
$215K
NWA
2947
Navis Wealth Advisors
New York
$215K -$7.77K -119 -3%
IAG
2948
Investment Advisory Group
Massachusetts
$214K +$4.24K +65 +2%
BWM
2949
Buckley Wealth Management
Nevada
$214K
LRWA
2950
Long Run Wealth Advisors
New York
$214K -$11.1K -170 -5%

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.