We are live on ! Find out more
KO icon

Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
401
Tower Research Capital (TRC)
New York
$18.5M +$8.11M +124,317 +72%
BCM
402
Bridgeway Capital Management
Texas
$18.4M +$311K +4,767 +2%
ABC
403
Associated Banc-Corp
Wisconsin
$18.3M -$599K -9,176 -3%
SCA
404
Stonebridge Capital Advisors
Minnesota
$18.2M +$331K +5,078 +2%
MHC
405
Meyer Handelman Company
New York
$17.9M -$5.29K -81 -0%
TRSOTSOK
406
Teachers Retirement System of the State of Kentucky
Kentucky
$17.9M -$218K -3,333 -1%
CL
407
Choreo LLC
Illinois
$17.8M +$6.01M +92,041 +47%
CAM
408
Close Asset Management
United Kingdom
$17.8M
LFM
409
LGT Fund Management
Liechtenstein
$17.7M +$2.8M +42,900 +18%
NEI
410
Northwest & Ethical Investments
Ontario, Canada
$17.6M +$1.03M +15,735 +6%
Alyeska Investment Group
411
Alyeska Investment Group
Illinois
$17.6M -$186M -2,851,837 -91%
IMRF
412
Illinois Municipal Retirement Fund
Illinois
$17.5M +$3.48M +53,385 +23%
HPG
413
Harvest Portfolios Group
Ontario, Canada
$17.4M +$1.53M +23,495 +9%
OCBCO
414
Oversea-Chinese Banking Corp (OCBC)
Singapore
$17.4M -$6.27M -96,131 -26%
HIMC
415
Heritage Investors Management Corp
Maryland
$17.3M +$1.04M +15,974 +6%
BIC
416
Beach Investment Counsel
Pennsylvania
$17.3M -$1.45M -22,197 -7%
AI
417
Atria Investments
North Carolina
$17.3M -$1.48M -22,625 -8%
NA
418
NewEdge Advisors
Louisiana
$17.2M +$1.24M +18,984 +7%
NW
419
NewEdge Wealth
Pennsylvania
$16.9M +$1.67M +25,588 +10%
PFPT
420
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.9M +$76.9K +1,178 +0.4%
CRWM
421
Castle Rock Wealth Management
California
$16.9M -$58.6K -898 -0.4%
CTA
422
Chesley Taft & Associates
Illinois
$16.8M +$2.02K +31 +0%
KRS
423
Kentucky Retirement Systems
Kentucky
$16.6M -$240K -3,672 -1%
QPBE
424
Quintet Private Bank (Europe)
Luxembourg
$16.6M +$359K +5,494 +2%
MIM
425
Marco Investment Management
Georgia
$16.6M -$562K -8,606 -3%

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.