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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
AWM
3101
AllSquare Wealth Management
New York
$93.1K
AT
3102
Arlington Trust
Alabama
$92.3K
BOJHT
3103
Bank of Jackson Hole Trust
Wyoming
$91K +$95.4K +1,462 New
CF
3104
Conquis Financial
California
$90K +$94.3K +1,445 New
IMC
3105
Investment Management Corporation
Virginia
$89.6K +$93.9K +1,439 New
HC
3106
Hara Capital
Washington
$86K +$58.8K +901 +187%
WCMN
3107
Westchester Capital Management (Nebraska)
Nebraska
$83.8K -$17.6K -269 -17%
CM
3108
Capula Management
Cayman Islands
$83.1K +$87.1K +1,335 New
AWM
3109
Abound Wealth Management
Tennessee
$81.2K +$20K +307 +31%
ICM
3110
Islay Capital Management
Texas
$80.9K -$36.9K -565 -30%
MEG
3111
Millstone Evans Group
Colorado
$80.6K +$84.5K +1,294 New
PA
3112
PSI Advisors
Florida
$79.2K -$5.35K -82 -6%
CAM
3113
Clarity Asset Management
Iowa
$79.2K +$1.18K +18 +1%
SCA
3114
Stuart Chaussee & Associates
California
$79.1K
BAM
3115
Byrne Asset Management
New Jersey
$78.8K -$82.6K -1,265 Closed
CIAS
3116
CBIZ Investment Advisory Services
Ohio
$78.5K +$2.09K +32 +3%
FG
3117
Fairman Group
Pennsylvania
$78.3K
GP
3118
Greenline Partners
New York
$77.6K +$81.3K +1,246 New
IWP
3119
IAG Wealth Partners
Wisconsin
$75.5K +$52.5K +805 +198%
PWA
3120
Provenance Wealth Advisors
Florida
$75.5K
GWMI
3121
Guardian Wealth Management (Illinois)
Illinois
$75.3K +$522 +8 +0.7%
RPA
3122
Redwood Park Advisors
California
$75.3K +$78.9K +1,209 New
FFL
3123
Financial Freedom LLC
Ohio
$75.2K +$1.04K +16 +1%
SC
3124
Sawyer & Company
Massachusetts
$75K +$30K +460 +61%
FFWM
3125
Future Financial Wealth Management
Ohio
$74.8K -$51.6K -791 -40%

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.