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Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
3051
Paloma Partners
Connecticut
$143K -$1.02M -15,640 -87%
HFS
3052
HBC Financial Services
Washington
$141K +$131 +2 +0.1%
HFS
3053
Hopwood Financial Services
Virginia
$141K +$147K +2,258 New
FCT
3054
First Community Trust
Iowa
$140K
PP
3055
Pingora Partners
Wyoming
$135K -$9.14K -140 -6%
MIM
3056
Meridiem Investment Management
United Kingdom
$135K
LIA
3057
Luken Investment Analytics
Tennessee
$134K +$22.8K +350 +19%
IFS
3058
Intelligent Financial Strategies
Minnesota
$133K +$326 +5 +0.2%
PPWM
3059
PFG Private Wealth Management
Florida
$127K +$1.57K +24 +1%
FAI
3060
Fiduciary Advisors Inc
Missouri
$126K +$132K +2,029 New
BC
3061
Belmont Capital
California
$125K -$2.09K -32 -2%
LWA
3062
Lowe Wealth Advisors
Maryland
$125K
DMKJ
3063
David M. Knott Jr
$125K
MA
3064
Modus Advisors
Minnesota
$123K +$129K +1,978 New
APW
3065
Aventura Private Wealth
Florida
$120K +$126K +1,933 New
WWA
3066
Wingate Wealth Advisors
Massachusetts
$119K +$124K +1,905 New
CPG
3067
Cornerstone Planning Group
New Jersey
$118K +$1.7K +26 +1%
PA
3068
Pineridge Advisors
Missouri
$117K -$14.2K -217 -10%
CTWM
3069
Cherry Tree Wealth Management
Minnesota
$116K
OLVIG
3070
Oliver Lagore Vanvalin Investment Group
Michigan
$115K
SI
3071
Sava Infond
Slovenia
$115K +$121K +1,850 New
DRP
3072
Decker Retirement Planning
Utah
$114K +$119K +1,830 New
HIMS
3073
Hager Investment Management Services
New Hampshire
$113K +$119K +1,822 New
FP
3074
Financial Perspectives
Minnesota
$113K +$24.2K +371 +26%
MDA
3075
Minot DeBlois Advisors
Massachusetts
$112K +$117K +1,800 New

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.