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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 %
WAOI
2976
Wealth Advisors of Iowa
Iowa
$222K +$222K +3,097 New
BAM
2977
Bellevue Asset Management
Washington
$222K – – –
CWP
2978
Curated Wealth Partners
California
$221K +$221K +3,089 New
KBFS
2979
Kohmann Bosshard Financial Services
Ohio
$221K – – –
EBWM
2980
Eagle Bluffs Wealth Management
Missouri
$220K +$220K +3,056 New
NC
2981
NBW Capital
Massachusetts
$220K +$220K +3,071 New
ACM
2982
Andina Capital Management
Utah
$220K +$220K +3,071 New
YP
2983
YANKCOM Partnership
South Dakota
$220K +$6.8K +95 +3%
WWM
2984
Wagner Wealth Management
South Carolina
$219K +$219K +3,062 New
TWM
2985
Topsail Wealth Management
North Carolina
$219K +$219K +3,040 New
WW
2986
Westshore Wealth
California
$219K +$219K +3,055 New
PWP
2987
Private Wealth Partners
California
$219K +$219K +3,053 New
APW
2988
Acima Private Wealth
Virginia
$218K – – –
MPW
2989
Monterey Private Wealth
California
$218K -$67.3K -939 -24%
AFP
2990
Alpha Financial Partners
Kentucky
$217K -$30.3K -423 -12%
OSNBOA
2991
Old Second National Bank of Aurora
Illinois
$217K -$20.7K -289 -9%
NJBEST
2992
New Jersey Better Educational Savings Trust
New Jersey
$217K +$217K +3,028 New
KWS
2993
Keystone Wealth Services
California
$217K -$36.7K -513 -14%
CFIA
2994
Cantor Fitzgerald Investment Advisors
New York
$217K +$217K +3,023 New
AIM
2995
AMI Investment Management
Indiana
$216K +$216K +3,020 New
MWA
2996
Motive Wealth Advisors
Michigan
$216K +$216K +3,020 New
FI
2997
Fosun International
China
$216K +$216K +3,016 New
SFMG
2998
Sage Financial Management Group
Virginia
$216K +$216K +3,016 New
SCA
2999
Southern Capital Advisors
Tennessee
$216K +$216K +3,015 New
GPW
3000
Genesis Private Wealth
Virginia
$215K +$215K +3,007 New
118 119
120
121 122