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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 %
EGA
2926
E&G Advisors
Texas
$235K -$21.4K -300 -8%
HWM
2927
Hobbs Wealth Management
Indiana
$235K -$14K -195 -6%
GFG
2928
Grantvest Financial Group
New Jersey
$235K – – –
CF
2929
Convergence Financial
Missouri
$235K +$235K +3,278 New
NFA
2930
Northwest Financial Advisors
Virginia
$235K -$18K -251 -7%
IRAG
2931
Investment Research & Advisory Group
Georgia
$235K +$30.6K +427 +15%
HCA
2932
Heck Capital Advisors
Wisconsin
$234K +$215 +3 +0.1%
SCM
2933
Saxony Capital Management
Missouri
$233K +$233K +3,254 New
SPP
2934
Single Point Partners
Massachusetts
$233K +$233K +3,260 New
MWM
2935
MinichMacGregor Wealth Management
New York
$233K -$48K -670 -17%
PBO
2936
Peoples Bank (Ohio)
Ohio
$233K -$89.4K -1,248 -28%
BBNA
2937
Bremer Bank National Association
Minnesota
$233K -$63K -879 -21%
VST
2938
Van Strum & Towne
California
$232K – – –
FCA
2939
FLC Capital Advisors
California
$232K – – –
AWG
2940
Altus Wealth Group
Colorado
$232K -$4.15K -58 -2%
AWM
2941
Austin Wealth Management
Texas
$232K +$232K +3,203 New
AIP
2942
Arrowpoint Investment Partners
Singapore
$232K -$42.4K -592 -15%
VWM
2943
Vigilare Wealth Management
Arizona
$232K – – –
ACM
2944
Ascent Capital Management
Oregon
$232K +$232K +3,233 New
IAG
2945
Investment Advisory Group
Massachusetts
$232K -$15K -210 -6%
CIM
2946
Corbyn Investment Management
Maryland
$231K – – –
CGIM
2947
Capital Group Investment Management
Singapore
$231K – – –
MF
2948
Meridian Financial
Massachusetts
$230K +$230K +3,217 New
SMF
2949
Sterling Manor Financial
New York
$230K – – –
LAM
2950
Lifestyle Asset Management
Texas
$230K +$230K +3,206 New
116 117
118
119 120