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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
MTC
326
McDaniel Terry & Co
Texas
$32.1M -$602K -9,010 -2%
Bank of Nova Scotia
327
Bank of Nova Scotia
Ontario, Canada
$32M -$63.6M -952,030 -68%
ST
328
Sabal Trust
Florida
$31.8M -$292K -4,376 -1%
CIM
329
Corda Investment Management
Texas
$31.7M -$237K -3,545 -0.8%
NPA
330
Nichols & Pratt Advisers
Massachusetts
$31.7M -$1.2M -17,975 -4%
VPIM
331
Vanguard Personalized Indexing Management
California
$31.4M +$2.52M +37,721 +9%
EMPI
332
Elo Mutual Pension Insurance
Finland
$31.2M +$4.16M +62,247 +17%
VRS
333
Virginia Retirement Systems
Virginia
$31.1M +$29M +434,909 New
MCM
334
MAI Capital Management
Ohio
$30.9M -$480K -7,192 -2%
SAM
335
Silvercrest Asset Management
New York
$30.7M +$826K +12,363 +3%
AV
336
ASR Vermogensbeheer
Netherlands
$30.3M +$28.3M +423,660 New
PNC
337
Park National Corp
Ohio
$30.1M -$3.02M -45,269 -10%
DILIC
338
Dai-ichi Life Insurance Company
Japan
$30M -$1.58M -23,635 -5%
SPIA
339
Steward Partners Investment Advisory
New York
$29.8M -$1.04M -15,563 -4%
SCM
340
Suvretta Capital Management
New York
$29.8M -$48.2M -722,133 -63%
Fidelity International
341
Fidelity International
Bermuda
$29.7M +$202K +3,024 +0.7%
IAA
342
Independent Advisor Alliance
North Carolina
$29.7M -$411K -6,147 -1%
DC
343
Davenport & Co
Virginia
$29.4M -$52.3K -783 -0.2%
CCM
344
Candlestick Capital Management
Connecticut
$29.4M +$27.4M +410,534 New
HCMG
345
Howard Capital Management Group
California
$29M +$60K +898 +0.2%
LI
346
LMCG Investments
Massachusetts
$29M -$854K -12,794 -3%
BF
347
BOK Financial
Oklahoma
$28.7M -$1.01M -15,079 -4%
TC
348
TownSquare Capital
Utah
$28.4M +$1.5M +22,501 +6%
QCM
349
QRG Capital Management
Illinois
$27.9M +$1.36M +20,368 +6%
EDRH
350
Edmond de Rothschild Holding
Switzerland
$27.8M -$1.39M -20,815 -5%

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.