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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 %
RIS
3026
Richmond Investment Services
Wisconsin
$209K +$209K +2,915 New
JF
3027
JSF Financial
California
$209K +$209K +2,913 New
EWA
3028
Encompass Wealth Advisors
Oregon
$208K +$208K +2,908 New
WA
3029
WP Advisors
California
$208K +$208K +2,907 New
WTB
3030
Washington Trust Bank
Washington
$208K -$105K -1,466 -34%
EPP
3031
ETF Portfolio Partners
Kansas
$208K +$208K +2,899 New
PP
3032
Patron Partners
Texas
$208K +$208K +2,898 New
IWS
3033
Insight Wealth Strategies
California
$207K +$207K +2,894 New
RLH
3034
RD Lewis Holdings
Florida
$207K +$207K +2,885 New
CI
3035
Ceera Investments
Texas
$206K +$206K +2,878 New
4A
3036
4Wealth Advisors
Illinois
$206K -$104K -1,452 -34%
GWP
3037
Gateway Wealth Partners
Wisconsin
$206K +$206K +2,874 New
GFG
3038
Goldstone Financial Group
Illinois
$206K +$206K +2,870 New
AIA
3039
Accelerate Investment Advisors
California
$205K +$205K +2,865 New
MCM
3040
McRae Capital Management
New Jersey
$205K +$205K +2,861 New
LFS
3041
Legacy Financial Strategies
Kansas
$205K +$205K +2,859 New
MFG
3042
Menard Financial Group
Texas
$205K -$57.4K -800 -22%
FC
3043
Fusion Capital
South Carolina
$205K +$205K +2,858 New
IA
3044
IAM Advisory
Pennsylvania
$205K -$57.7K -805 -22%
ACC
3045
Acorn Creek Capital
Colorado
$204K +$204K +2,853 New
BFWM
3046
Bright Futures Wealth Management
New York
$204K +$204K +2,807 New
CCM
3047
Carderock Capital Management
Maryland
$204K +$204K +2,850 New
TWM
3048
TCFG Wealth Management
California
$204K +$204K +2,849 New
NFG
3049
Northeast Financial Group
Pennsylvania
$204K -$32K -447 -14%
SPI
3050
Santori & Peters Inc
Pennsylvania
$203K +$203K +2,840 New
120 121
122
123 124