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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
WGAM
3401
Wilkinson Global Asset Management
New York
-$1.29M -20,700 Closed
RAM
3402
Readystate Asset Management
Illinois
-$1.36M -20,368 Closed
PIM
3403
Pinnacle Investment Management
Hong Kong
-$1.25M -20,000 Closed
BC
3404
Bridgefront Capital
Texas
-$1.22M -19,602 Closed
WF
3405
WinCap Financial
Massachusetts
-$1.15M -18,463 Closed
Optiver Holding
3406
Optiver Holding
Netherlands
-$1.08M -17,356 Closed
WA
3407
WESPAC Advisors
California
-$1.05M -16,936 Closed
AIA
3408
Angeles Investment Advisors
California
-$1.05M -16,873 Closed
FH
3409
Financial Harvest
Florida
-$962K -15,457 Closed
WC
3410
Wexford Capital
Florida
-$812K -13,047 Closed
MIM
3411
Morningstar Investment Management
Illinois
-$736K -11,825 Closed
RYIA
3412
Roehl & Yi Investment Advisors
Oregon
-$731K -11,747 Closed
KPP
3413
Kings Path Partners
Texas
-$727K -11,669 Closed
FTUS
3414
Flow Traders U.S.
New York
-$713K -11,445 Closed
BBP
3415
Banco BTG Pactual
Brazil
-$652K -10,540 Closed
LWM
3416
Laidlaw Wealth Management
New York
-$583K -9,370 Closed
RFS
3417
Retirement Financial Solutions
Tennessee
-$498K -8,003 Closed
QL
3418
Quarry LP
New York
-$479K -7,695 Closed
SPI
3419
Sutton Place Investors
New York
-$469K -7,530 Closed
PI
3420
Pettee Investors
Connecticut
-$468K -7,516 Closed
ACP
3421
Aveo Capital Partners
Colorado
-$454K -7,293 Closed
FWM
3422
FFT Wealth Management
Pennsylvania
-$435K -6,988 Closed
IWP
3423
Invenio Wealth Partners
Florida
-$430K -6,908 Closed
AI
3424
AdvisorShares Investments
Maryland
-$417K -6,700 Closed
CC
3425
Centiva Capital
New York
-$395K -6,348 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.