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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
SW
3451
SMART Wealth
Nebraska
-$205K -3,291 Closed
AA
3452
Apriem Advisors
California
-$202K -3,248 Closed
CMS
3453
Capital Market Strategies
Florida
-$202K -3,240 Closed
EI
3454
Ellevest Inc
New York
-$201K -3,235 Closed
EAM
3455
Evanson Asset Management
California
-$201K -3,235 Closed
HOWA
3456
Heritage Oak Wealth Advisors
Florida
-$201K -3,234 Closed
CFSG
3457
Community Financial Services Group
Vermont
-$200K -3,220 Closed
OC
3458
Oarsman Capital
Wisconsin
-$146K -2,351 Closed
RS
3459
R Squared
Hong Kong
-$144K -2,310 Closed
PP
3460
Paloma Partners
Connecticut
-$143K -2,291 Closed
MA
3461
Modus Advisors
Minnesota
-$123K -1,978 Closed
WWA
3462
Wingate Wealth Advisors
Massachusetts
-$119K -1,905 Closed
DRP
3463
Decker Retirement Planning
Utah
-$114K -1,830 Closed
AWM
3464
Ameliora Wealth Management
Switzerland
-$107K -1,720 Closed
PIS
3465
POM Investment Strategies
North Carolina
-$106K -1,709 Closed
CJL
3466
Cyrus J. Lawrence
New York
-$101K -1,626 Closed
LFA
3467
LGT Financial Advisors
Texas
-$93.4K -1,500 Closed
FA
3468
Fedenia Advisers
Wisconsin
-$67.6K -1,085 Closed
FFA
3469
Fairfield Financial Advisors
Massachusetts
-$63.5K -1,019 Closed
FW
3470
Fairway Wealth
Ohio
-$62.3K -1,000 Closed
HIM
3471
Hillsdale Investment Management
Ontario, Canada
-$49.4K -794 Closed
SMAM
3472
Sugar Maple Asset Management
Wisconsin
-$43.3K -696 Closed
MG
3473
MilWealth Group
Wisconsin
-$39.8K -640 Closed
MCM
3474
MidAtlantic Capital Management
Virginia
-$37.6K -604 Closed
DP
3475
Denver PWM
Colorado
-$35.9K -577 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.