We are live on ! Find out more
KO icon

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
CIR
3151
Clear Investment Research
Georgia
$59.1K +$4.11K +63 +7%
HWM
3152
HighMark Wealth Management
Minnesota
$59K +$718 +11 +1%
1IA
3153
1620 Investment Advisors
Massachusetts
$57.5K +$2.61K +40 +5%
HNW
3154
High Note Wealth
Minnesota
$57.5K +$60.3K +924 New
FA
3155
Financial Avengers
California
$56.4K -$261 -4 -0.4%
AA
3156
AlphaMark Advisors
Kentucky
$56K
CWM
3157
Cranbrook Wealth Management
Michigan
$55.6K +$6.07K +93 +12%
CAM
3158
Costello Asset Management
Pennsylvania
$52.4K
FWA
3159
FSC Wealth Advisors
New York
$51.2K -$65.9K -1,009 -55%
NL
3160
NVWM LLC
Pennsylvania
$50.1K -$979 -15 -2%
PP
3161
PrairieView Partners
Minnesota
$50K +$65 +1 +0.1%
MFC
3162
Mechanics Financial Corp
Ohio
$49.8K
HIM
3163
Hillsdale Investment Management
Ontario, Canada
$49.4K +$15.7K +240 +43%
RAM
3164
Riggs Asset Management
Pennsylvania
$47.1K -$261 -4 -0.5%
PFG
3165
Putney Financial Group
California
$47K +$49.3K +755 New
T
3166
Tidemark
California
$44.7K -$12.9K -198 -22%
DWM
3167
Dogwood Wealth Management
Kansas
$44.2K +$587 +9 +1%
PWMG
3168
Private Wealth Management Group
New Jersey
$43.8K +$14.8K +227 +48%
DFA
3169
DHJJ Financial Advisors
Illinois
$43.6K
MCI
3170
MRP Capital Investments
Georgia
$43.6K
SMAM
3171
Sugar Maple Asset Management
Wisconsin
$43.3K +$45.4K +696 New
VWM
3172
Vermillion Wealth Management
Minnesota
$43.1K +$45.2K +692 New
OWP
3173
ORG Wealth Partners
Texas
$42.7K -$7.51K -115 -14%
AWM
3174
Activest Wealth Management
Florida
$41.4K -$3.98K -61 -8%
MAM
3175
Meeder Asset Management
Ohio
$41.3K -$261 -4 -0.6%

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.