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Coca-Cola

3,365 hedge funds and large institutions have $225B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 259 funds opening new positions, 1,255 increasing their positions, 1,403 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 259 | Existing positions closed: 119

59% more call options, than puts

Call options by funds: $2.72B | Put options by funds: $1.71B

31% more funds holding in top 10

Funds holding in top 10: 6788 (+21)

15% more capital invested

Capital invested by funds: $195B → $225B (+$29.7B)

3% more funds holding

Funds holding: 3,2783,365 (+87)

0.88% more ownership

Funds ownership: 72.17%73.05% (+0.88%)

11% less repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,403

Holders
3,365
Holders Change
+87
Holders Change %
+2.65%
% of All Funds
45.11%
Holding in Top 10
88
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+31.34%
% of All Funds
1.18%
New
259
Increased
1,255
Reduced
1,403
Closed
119
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
3326
PayPay Securities
Japan
$10.1K +$2.6K +39 +38%
NOI
3327
Newton One Investments
Delaware
$9.51K
WW
3328
Winnow Wealth
Texas
$9.3K +$2.81K +42 +48%
BMC
3329
Bear Mountain Capital
Washington
$9.2K +$1.67K +25 +25%
GWS
3330
Greykasell Wealth Strategies
California
$8.95K +$8.35K +125 New
LWMI
3331
Legacy Wealth Management (Idaho)
Idaho
$8.6K
BCC
3332
Biglari Capital Corp
Texas
$8.59K
PWA
3333
Principia Wealth Advisory
Texas
$8.32K +$467 +7 +6%
RJA
3334
Ross\Johnson & Associates
Minnesota
$7.95K +$534 +8 +8%
GK
3335
Graney & King
New York
$7.52K
RCA
3336
Runnymede Capital Advisors
Ohio
$7.45K
SAS
3337
Spurstone Advisory Services
Connecticut
$7.38K
LIM
3338
Longfellow Investment Management
Massachusetts
$7.23K -$887K -13,276 -99%
CMA
3339
Cedar Mountain Advisors
Oregon
$7.19K
NWM
3340
Nova Wealth Management
Florida
$7.16K -$6.68K -100 -50%
PWM
3341
Parkworth Wealth Management
California
$6.4K
HFS
3342
Horizon Financial Services
North Carolina
$6.04K +$868 +13 +18%
MFG
3343
Mendota Financial Group
Wisconsin
$5.44K +$5.08K +76 New
BHWM
3344
Bay Harbor Wealth Management
Maryland
$5.33K -$13.6K -203 -73%
GWM
3345
Graybill Wealth Management
Illinois
$4.98K +$4.67K +70 New
ACM
3346
Anfield Capital Management
California
$4.8K
WOC
3347
West Oak Capital
California
$4.22K
SPF
3348
South Plains Financial
Texas
$4.15K -$182K -2,725 -98%
MBFW
3349
Morton Brown Family Wealth
Pennsylvania
$3.94K +$3.67K +55 New
RCM
3350
Ravenstone Capital Management
$3.94K +$3.67K +55 New

KO Hedge Fund Activity: Q1 2025 in Review

3,365 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2025, worth a combined $225B — up 15% from $195B a quarter earlier.

Buyers outnumbered sellers: 259 funds opened new KO positions and 119 closed out — a net gain of 140 holders — while 1,255 added to existing stakes and 1,403 trimmed.

The largest buyer was DZ Bank, adding an estimated $1.13B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.09B.

  • 3,365 institutional investors held Coca-Cola (KO) as of Q1 2025, up from 3,278 in Q4 2024.
  • Funds reported $225B of Coca-Cola stock for Q1 2025, up 15% quarter-over-quarter.
  • 259 funds opened new Coca-Cola positions in Q1 2025 and 119 closed out, a net change of +140 holders.
  • The largest Coca-Cola buyer in Q1 2025 was DZ Bank, an estimated $1.13B added.
  • The largest Coca-Cola seller in Q1 2025 was T. Rowe Price Associates, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2025.