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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
EWA
3351
EQ Wealth Advisors
Texas
$3.58K +$3.34K +50 New
RF
3352
Robbins Farley
New Hampshire
$3.15K -$873K -13,070 -100%
GFL
3353
Granite FO LLC
New Hampshire
$3.15K
STB
3354
S&T Bank
Pennsylvania
$2.51K +$2.34K +35 New
NRWA
3355
North Ridge Wealth Advisors
Oregon
$2.15K
AIM
3356
Arcadia Investment Management
Michigan
$1.9K
UIC
3357
Uniplan Investment Counsel
Wisconsin
$1.63K +$1.47K +22 New
BGWM
3358
Bridge Generations Wealth Management
Florida
$1.5K +$1.4K +21 New
KHC
3359
Koesten Hirschmann & Crabtree
Kansas
$1.22K
UIA
3360
Ulland Investment Advisors
Minnesota
$1K
WCM
3361
Winthrop Capital Management
Indiana
$1K
EA
3362
Evolution Advisers
Virginia
$1K +$1.14K +17 +170%
CIAM
3363
Caitong International Asset Management
Hong Kong
$501 +$467 +7 New
Parallax Volatility Advisers
3364
Parallax Volatility Advisers
California
$286 -$3.4M -50,932 -100%
AF
3365
Abound Financial
California
$286 +$267 +4 New
HI
3366
Hoey Investments
Pennsylvania
$215 -$40.7K -610 -100%
PE
3367
Point72 Europe
United Kingdom
-$107M -1,718,689 Closed
RCMF
3368
RK Capital Management (Florida)
Florida
-$62.3M -1,000,000 Closed
PAMP
3369
Polar Asset Management Partners
Ontario, Canada
-$53.8M -864,000 Closed
FGP
3370
Freestone Grove Partners
California
-$49.3M -792,052 Closed
ACM
3371
Aquatic Capital Management
Illinois
-$38.7M -620,934 Closed
IP
3372
Interval Partners
New York
-$33.1M -530,988 Closed
MGCM
3373
Mane Global Capital Management
New York
-$30.8M -495,000 Closed
LIP
3374
Lighthouse Investment Partners
Florida
-$29.6M -475,425 Closed
Walleye Capital
3375
Walleye Capital
New York
-$14.8M -220,870 Closed

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.