KO icon

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 %
ACP
3376
Aveo Capital Partners
Colorado
– -$454K -7,293 Closed
FWM
3377
FFT Wealth Management
Pennsylvania
– -$435K -6,988 Closed
IWP
3378
Invenio Wealth Partners
Florida
– -$430K -6,908 Closed
AI
3379
AdvisorShares Investments
Maryland
– -$417K -6,700 Closed
CC
3380
Centiva Capital
New York
– -$395K -6,348 Closed
KFGG
3381
Keystone Financial Group (Georgia)
Georgia
– -$394K -6,327 Closed
PM
3382
Parametrica Management
Hong Kong
– -$389K -6,243 Closed
WMWM
3383
Whitaker-Myers Wealth Managers
Ohio
– -$371K -5,962 Closed
HKAM
3384
Horizon Kinetics Asset Management
New York
– -$365K -5,870 Closed
BTIM
3385
BancFirst Trust & Investment Management
Oklahoma
– -$362K -5,836 Closed
BAM
3386
BOCHK Asset Management
Hong Kong
– -$355K -5,700 Closed
APM
3387
Advanced Portfolio Management
New York
– -$323K -5,084 Closed
FHB
3388
First Hawaiian Bank
Hawaii
– -$316K -5,075 Closed
OCM
3389
Objective Capital Management
Ohio
– -$302K -4,849 Closed
VWMG
3390
Virginia Wealth Management Group
Virginia
– -$283K -4,550 Closed
SI
3391
Stonekeep Investments
New Mexico
– -$280K -4,500 Closed
PW
3392
PUREfi Wealth
Massachusetts
– -$274K -4,403 Closed
SCA
3393
Sulzberger Capital Advisors
Florida
– -$270K -4,338 Closed
MF
3394
Magnetar Financial
Illinois
– -$266K -4,278 Closed
LB
3395
Legacy Bridge
Iowa
– -$265K -4,255 Closed
OPOWM
3396
One Plus One Wealth Management
Florida
– -$257K -4,132 Closed
HCP
3397
Hamilton Capital Partners
Georgia
– -$252K -4,053 Closed
CCS
3398
Concentric Capital Strategies
Connecticut
– -$241K -3,875 Closed
MWM
3399
Maripau Wealth Management
Indiana
– -$234K -3,757 Closed
XPN
3400
XY Planning Network
Montana
– -$230K -3,698 Closed
134 135
136
137 138