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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 %
AWS
3001
Aspen Wealth Strategies
Colorado
$215K +$215K +3,005 New
HB
3002
Horizon Bancorp
Indiana
$215K -$19.5K -272 -8%
TPW
3003
Tiller Private Wealth
Pennsylvania
$215K +$215K +2,998 New
EWA
3004
ERTS Wealth Advisors
Michigan
$215K -$108K -1,508 -33%
MTIM
3005
Marathon Trading Investment Management
Pennsylvania
$215K -$544K -7,600 -72%
HAM
3006
Hedges Asset Management
Nevada
$215K -$158K -2,200 -42%
DG
3007
DMC Group
Alabama
$215K -$38.5K -538 -15%
AF
3008
Affiance Financial
Minnesota
$214K +$214K +2,994 New
CM
3009
Cercano Management
Washington
$214K +$214K +2,984 New
BMM
3010
Berkshire Money Management
Massachusetts
$213K +$213K +2,976 New
TCWM
3011
Total Clarity Wealth Management
Illinois
$213K – – –
LFA
3012
Lauterbach Financial Advisors
Texas
$213K +$213K +2,975 New
AF
3013
Apollon Financial
South Carolina
$213K +$213K +2,969 New
BF
3014
Brucke Financial
Indiana
$213K +$213K +2,930 New
NFW
3015
Noble Family Wealth
Florida
$212K +$212K +2,967 New
FWM
3016
Focused Wealth Management
New York
$212K +$212K +2,964 New
MWM
3017
Mascagni Wealth Management
Mississippi
$212K – – –
PCS
3018
Private Client Services
Kentucky
$211K +$211K +2,952 New
WC
3019
Wolfstich Capital
Massachusetts
$211K +$211K +2,952 New
IIA
3020
Integral Investment Advisors
California
$210K -$105K -1,461 -33%
NA
3021
Novus Advisors
South Carolina
$210K +$210K +2,933 New
DTL
3022
Dynamic Technology Lab
Singapore
$210K +$210K +2,931 New
BB
3023
Berkshire Bank
Massachusetts
$210K +$210K +2,930 New
PA
3024
Persium Advisors
Georgia
$210K -$533K -7,446 -72%
SRWM
3025
Shira Ridge Wealth Management
California
$209K +$209K +2,919 New
119 120
121
122 123