We are live on ! Find out more
KO icon

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
SG Americas Securities
351
SG Americas Securities
New York
$27.5M -$34.3M -514,173 -57%
ECM
352
ExodusPoint Capital Management
New York
$27.1M -$17.7M -264,847 -41%
ATC
353
Argent Trust Co
Tennessee
$26.8M -$2.05M -30,688 -8%
TAM
354
Taurus Asset Management
New York
$26.8M -$671K -10,050 -3%
SAM
355
Synergy Asset Management
Washington
$26.6M -$9.35M -139,951 -27%
AAS
356
Avantax Advisory Services
Texas
$26.4M +$639K +9,570 +3%
Wealthfront Advisers
357
Wealthfront Advisers
California
$26M +$2.78M +41,573 +13%
CFG
358
Citizens Financial Group
Rhode Island
$26M +$1.51M +22,634 +7%
AF
359
Avanza Fonder
Sweden
$25.6M -$3.09M -46,260 -11%
RIM
360
Rakuten Investment Management
Japan
$25.3M +$24M +359,973 New
PAG
361
Private Advisor Group
New Jersey
$25.1M +$115K +1,717 +0.5%
GGI
362
Godsey & Gibb Inc
Virginia
$24.5M +$366K +5,482 +2%
GHA
363
GW Henssler & Associates
Georgia
$24.4M +$1.46M +21,932 +7%
SI
364
Stephens Inc
Arkansas
$24.3M -$5.94M -88,984 -21%
HC
365
Henshaw Capital
Massachusetts
$24M -$180K -2,700 -0.8%
OPERF
366
Oregon Public Employees Retirement Fund
Oregon
$23.8M +$18.8K +282 +0.1%
LFM
367
LGT Fund Management
Liechtenstein
$23.7M +$3.09M +46,291 +16%
SSWM
368
Sheets Smith Wealth Management
North Carolina
$23.7M
SFM
369
Stack Financial Management
Montana
$23.5M -$505K -7,564 -2%
WP
370
Woodline Partners
California
$23.4M +$6.3M +94,278 +40%
SAA
371
Southeast Asset Advisors
Georgia
$23.3M +$66.8K +1,000 +0.3%
IMRF
372
Illinois Municipal Retirement Fund
Illinois
$23.3M +$2.89M +43,249 +15%
BPWM
373
Badgley Phelps Wealth Managers
Washington
$23.2M -$16.2K -243 -0.1%
CAM
374
Cresset Asset Management
Illinois
$23.1M -$7.06M -105,760 -25%
LF
375
Longbow Finance
Switzerland
$23M +$21.5M +321,668 New

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.