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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 %
WA
3401
Wambolt & Associates
Colorado
– -$221K -3,556 Closed
TBWA
3402
Three Bridge Wealth Advisors
California
– -$220K -3,539 Closed
CE
3403
Cornerstone Enterprises
Wisconsin
– -$216K -3,464 Closed
PWC
3404
PYA Waltman Capital
Tennessee
– -$207K -3,320 Closed
SW
3405
SMART Wealth
Nebraska
– -$205K -3,291 Closed
AA
3406
Apriem Advisors
California
– -$202K -3,248 Closed
CMS
3407
Capital Market Strategies
Florida
– -$202K -3,240 Closed
EAM
3408
Evanson Asset Management
California
– -$201K -3,235 Closed
EI
3409
Ellevest Inc
New York
– -$201K -3,235 Closed
HOWA
3410
Heritage Oak Wealth Advisors
Florida
– -$201K -3,234 Closed
CFSG
3411
Community Financial Services Group
Vermont
– -$200K -3,220 Closed
OC
3412
Oarsman Capital
Wisconsin
– -$146K -2,351 Closed
RS
3413
R Squared
Hong Kong
– -$144K -2,310 Closed
PP
3414
Paloma Partners
Connecticut
– -$143K -2,291 Closed
MA
3415
Modus Advisors
Minnesota
– -$123K -1,978 Closed
WWA
3416
Wingate Wealth Advisors
Massachusetts
– -$119K -1,905 Closed
DRP
3417
Decker Retirement Planning
Utah
– -$114K -1,830 Closed
AWM
3418
Ameliora Wealth Management
Switzerland
– -$107K -1,720 Closed
PIS
3419
POM Investment Strategies
North Carolina
– -$106K -1,709 Closed
CJL
3420
Cyrus J. Lawrence
New York
– -$101K -1,626 Closed
LFA
3421
LGT Financial Advisors
Texas
– -$93.4K -1,500 Closed
FA
3422
Fedenia Advisers
Wisconsin
– -$67.6K -1,085 Closed
FFA
3423
Fairfield Financial Advisors
Massachusetts
– -$63.5K -1,019 Closed
FW
3424
Fairway Wealth
Ohio
– -$62.3K -1,000 Closed
HIM
3425
Hillsdale Investment Management
Ontario, Canada
– -$49.4K -794 Closed
134 135 136
137
138