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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 %
BIA
3076
Bell Investment Advisors
California
$181K -$21.3K -297 -11%
PP
3077
Pacifica Partners
Canada
$173K – – –
MLA
3078
MB, Levis & Associates
Pennsylvania
$173K – – –
BA
3079
Bellwether Advisors
Nebraska
$173K – – –
TFGT
3080
TS Financial Group (TSFG)
Illinois
$170K – – –
WA
3081
WPG Advisers
Maryland
$165K -$97.3K -1,358 -37%
MFA
3082
McClarren Financial Advisors
Pennsylvania
$163K +$163K +2,321 New
RTC
3083
Riverview Trust Company
Washington
$162K +$38.7K +540 +31%
FCT
3084
First Community Trust
Iowa
$161K – – –
TCM
3085
TruNorth Capital Management
Michigan
$158K +$39.2K +547 +33%
HFS
3086
Hopwood Financial Services
Virginia
$158K -$4.01K -56 -2%
TCA
3087
Trifecta Capital Advisors
Illinois
$157K -$20.3K -284 -11%
PP
3088
Pingora Partners
Wyoming
$156K – – –
MIM
3089
Meridiem Investment Management
United Kingdom
$155K – – –
IFS
3090
Intelligent Financial Strategies
Minnesota
$154K – – –
FWP
3091
Fiduciary Wealth Partners
Massachusetts
$153K +$153K +2,133 New
MIM
3092
Marshall Investment Management
Colorado
$148K +$716 +10 +0.5%
PPWM
3093
PFG Private Wealth Management
Florida
$146K – – –
FAI
3094
Fiduciary Advisors Inc
Missouri
$145K – – –
BC
3095
Belmont Capital
California
$144K – – –
LWA
3096
Lowe Wealth Advisors
Maryland
$144K – – –
DMKJ
3097
David M. Knott Jr
$143K – – –
CCAM
3098
Cascades Capital Asset Management
North Carolina
$139K +$139K +1,939 New
CTWM
3099
Cherry Tree Wealth Management
Minnesota
$137K +$4.01K +56 +3%
FNWM
3100
Financial Network Wealth Management
Utah
$134K +$134K +1,860 New
122 123
124
125 126