KO icon

Coca-Cola

3,329 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 259 funds opening new positions, 1,239 increasing their positions, 1,387 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

3% more funds holding

Funds holding: 3,2473,329 (+82)

0.37% less ownership

Funds ownership: 71.93%71.56% (-0.37%)

11% less repeat investments, than reductions

Existing positions increased: 1,239 | Existing positions reduced: 1,387

Holders
3,329
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
86
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.72B
Puts
$1.71B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
3026
Wolfstich Capital
Massachusetts
$211K
IIA
3027
Integral Investment Advisors
California
$210K
NA
3028
Novus Advisors
South Carolina
$210K
DTL
3029
Dynamic Technology Lab
Singapore
$210K
BB
3030
Berkshire Bank
Massachusetts
$210K
PA
3031
Persium Advisors
Georgia
$210K
SRWM
3032
Shira Ridge Wealth Management
California
$209K
RIS
3033
Richmond Investment Services
Wisconsin
$209K
JF
3034
JSF Financial
California
$209K
EWA
3035
Encompass Wealth Advisors
Oregon
$208K
WA
3036
WP Advisors
California
$208K
WTB
3037
Washington Trust Bank
Washington
$208K
EPP
3038
ETF Portfolio Partners
Kansas
$208K
PP
3039
Patron Partners
Texas
$208K
IWS
3040
Insight Wealth Strategies
California
$207K
RLH
3041
RD Lewis Holdings
Florida
$207K
BW
3042
Basepoint Wealth
Iowa
$206K
CI
3043
Ceera Investments
Texas
$206K
4A
3044
4Wealth Advisors
Illinois
$206K
GWP
3045
Gateway Wealth Partners
Wisconsin
$206K
GFG
3046
Goldstone Financial Group
Illinois
$206K
AIA
3047
Accelerate Investment Advisors
California
$205K
MCM
3048
McRae Capital Management
New Jersey
$205K
LFS
3049
Legacy Financial Strategies
Kansas
$205K
MFG
3050
Menard Financial Group
Texas
$205K