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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
KFGG
3426
Keystone Financial Group (Georgia)
Georgia
-$394K -6,327 Closed
PM
3427
Parametrica Management
Hong Kong
-$389K -6,243 Closed
WMWM
3428
Whitaker-Myers Wealth Managers
Ohio
-$371K -5,962 Closed
HKAM
3429
Horizon Kinetics Asset Management
New York
-$365K -5,870 Closed
BTIM
3430
BancFirst Trust & Investment Management
Oklahoma
-$362K -5,836 Closed
BAM
3431
BOCHK Asset Management
Hong Kong
-$355K -5,700 Closed
SP
3432
Saranac Partners
-$328K -5,272 Closed
APM
3433
Advanced Portfolio Management
New York
-$323K -5,084 Closed
FHB
3434
First Hawaiian Bank
Hawaii
-$316K -5,075 Closed
OCM
3435
Objective Capital Management
Ohio
-$302K -4,849 Closed
VWMG
3436
Virginia Wealth Management Group
Virginia
-$283K -4,550 Closed
SI
3437
Stonekeep Investments
New Mexico
-$280K -4,500 Closed
PW
3438
PUREfi Wealth
Massachusetts
-$274K -4,403 Closed
SCA
3439
Sulzberger Capital Advisors
Florida
-$270K -4,338 Closed
MF
3440
Magnetar Financial
Illinois
-$266K -4,278 Closed
LB
3441
Legacy Bridge
Iowa
-$265K -4,255 Closed
OPOWM
3442
One Plus One Wealth Management
Florida
-$257K -4,132 Closed
HCP
3443
Hamilton Capital Partners
Georgia
-$252K -4,053 Closed
CCS
3444
Concentric Capital Strategies
Connecticut
-$241K -3,875 Closed
MWM
3445
Maripau Wealth Management
Indiana
-$234K -3,757 Closed
XPN
3446
XY Planning Network
Montana
-$230K -3,698 Closed
WA
3447
Wambolt & Associates
Colorado
-$221K -3,556 Closed
TBWA
3448
Three Bridge Wealth Advisors
California
-$220K -3,539 Closed
CE
3449
Cornerstone Enterprises
Wisconsin
-$216K -3,464 Closed
PWC
3450
PYA Waltman Capital
Tennessee
-$207K -3,320 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.