We are live on ! Find out more
KO icon

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
QIM
3376
Quantitative Investment Management
Virginia
-$13.1M -211,036 Closed
SCA
3377
Stillwater Capital Advisors
Pennsylvania
-$12.5M -200,897 Closed
Simplex Trading
3378
Simplex Trading
Illinois
-$13.3M -199,658 Closed
CM
3379
Crestline Management
Texas
-$11.9M -191,667 Closed
GJCM
3380
Grand Jean Capital Management
California
-$11M -176,331 Closed
EP
3381
Essential Planning
New Hampshire
-$10.2M -156,515 Closed
Wolverine Trading
3382
Wolverine Trading
Illinois
-$7.99M -119,630 Closed
BHWA
3383
Beacon Harbor Wealth Advisors
Virginia
-$6.44M -103,410 Closed
Group One Trading
3384
Group One Trading
Illinois
-$6.25M -93,518 Closed
AF
3385
Ally Financial
Michigan
-$5.79M -93,000 Closed
SW
3386
SVB Wealth
Massachusetts
-$5.76M -92,485 Closed
YIH
3387
Y-Intercept (HK)
Hong Kong
-$5.46M -87,648 Closed
EA
3388
Ellsworth Advisors
Ohio
-$5.36M -86,031 Closed
HT
3389
Headlands Technologies
Illinois
-$4.96M -79,588 Closed
XT
3390
XTX Topco
Cayman Islands
-$4.51M -72,423 Closed
CFGS
3391
Concourse Financial Group Securities
Alabama
-$4.45M -71,986 Closed
WCM Investment Management
3392
WCM Investment Management
California
-$3.98M -64,128 Closed
DCM
3393
Decatur Capital Management
Georgia
-$2.9M -46,565 Closed
WP
3394
WMS Partners
Maryland
-$2.58M -41,472 Closed
SLFPAM
3395
St. Louis Financial Planners Asset Management
Missouri
-$2.02M -32,495 Closed
LCM
3396
Landscape Capital Management
New Jersey
-$1.93M -30,975 Closed
CBA
3397
Coastal Bridge Advisors
Connecticut
-$1.68M -27,040 Closed
SF
3398
Symphony Financial
Texas
-$1.45M -23,240 Closed
FRM
3399
Fox Run Management
Connecticut
-$1.4M -22,521 Closed
FC
3400
FORA Capital
Florida
-$1.3M -20,872 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.