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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 %
OCM
3276
Osterweis Capital Management
California
$11.7K +$5.73K +80 +95%
GIS
3277
Grayhawk Investment Strategies
Alberta, Canada
$11K – – –
CAWM
3278
Capital A Wealth Management
Pennsylvania
$10.9K +$500 +7 +5%
EWP
3279
Elevation Wealth Partners
California
$10.8K – – –
CFP
3280
Comprehensive Financial Planning
Pennsylvania
$10.5K – – –
JFG
3281
JDM Financial Group
Texas
$10.4K -$5.23K -73 -33%
WA
3282
WestEnd Advisors
North Carolina
$10.2K +$6.88K +96 +209%
PS
3283
PayPay Securities
Japan
$10.1K +$2.8K +39 +38%
NOI
3284
Newton One Investments
Delaware
$9.51K – – –
WW
3285
Winnow Wealth
Texas
$9.31K +$3.01K +42 +48%
BMC
3286
Bear Mountain Capital
Washington
$9.2K +$1.81K +25 +25%
GWS
3287
Greykasell Wealth Strategies
California
$8.95K +$8.95K +125 New
LWMI
3288
Legacy Wealth Management (Idaho)
Idaho
$8.6K – – –
BCC
3289
Biglari Capital Corp
Texas
$8.59K – – –
PWA
3290
Principia Wealth Advisory
Texas
$8.32K +$490 +7 +6%
RJA
3291
Ross\Johnson & Associates
Minnesota
$7.95K +$573 +8 +8%
GK
3292
Graney & King
New York
$7.52K – – –
RCA
3293
Runnymede Capital Advisors
Ohio
$7.45K – – –
SAS
3294
Spurstone Advisory Services
Connecticut
$7.38K – – –
LIM
3295
Longfellow Investment Management
Massachusetts
$7.23K -$951K -13,276 -99%
CMA
3296
Cedar Mountain Advisors
Oregon
$7.19K – – –
NWM
3297
Nova Wealth Management
Florida
$7.16K -$7.16K -100 -50%
PWM
3298
Parkworth Wealth Management
California
$6.4K – – –
HFS
3299
Horizon Financial Services
North Carolina
$6.04K +$935 +13 +18%
MFG
3300
Mendota Financial Group
Wisconsin
$5.44K +$5.44K +76 New
130 131
132
133 134