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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
BPA
401
Beacon Pointe Advisors
California
$20.9M -$3.63M -54,352 -16%
NW
402
NewEdge Wealth
Pennsylvania
$20.7M +$1.18M +17,668 +6%
BA
403
Bridgewater Associates
Connecticut
$20.7M -$27.6M -413,525 -59%
MHC
404
Meyer Handelman Company
New York
$20.5M -$107K -1,600 -0.6%
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$20.4M -$1.73M -25,895 -8%
CA
406
Cornerstone Advisors
North Carolina
$20.3M -$2.7M -40,400 -12%
O
407
Ossiam
France
$20M +$13.5M +201,527 +260%
NA
408
NewEdge Advisors
Louisiana
$19.7M -$868 -13 -0%
HIMC
409
Heritage Investors Management Corp
Maryland
$19.7M -$189K -2,828 -1%
QPBE
410
Quintet Private Bank (Europe)
Luxembourg
$19.7M +$595K +8,909 +3%
CSS
411
Cubist Systematic Strategies
Connecticut
$19.7M +$9.34M +139,803 +104%
BCI
412
Brinker Capital Investments
Pennsylvania
$19.6M +$1.37M +20,523 +8%
OPS
413
Orion Portfolio Solutions
Nebraska
$19.6M +$1.37M +20,523 +8%
PFPT
414
Pinnacle Financial Partners (Tennessee)
Tennessee
$19.5M +$134K +2,009 +0.7%
ABC
415
Associated Banc-Corp
Wisconsin
$19.5M -$1.48M -22,194 -8%
CL
416
Choreo LLC
Illinois
$19.4M -$1.25M -18,764 -7%
CTA
417
Chesley Taft & Associates
Illinois
$19.2M -$120K -1,794 -0.7%
Rafferty Asset Management
418
Rafferty Asset Management
New York
$19.1M -$4.64M -69,539 -21%
BCM
419
Bridgeway Capital Management
Texas
$19.1M -$1.97M -29,423 -10%
SBCM
420
Schwerin Boyle Capital Management
Massachusetts
$19.1M +$17.8M +266,550 New
MIM
421
Marco Investment Management
Georgia
$19.1M +$5.14K +77 +0%
KRS
422
Kentucky Retirement Systems
Kentucky
$19M -$93.6K -1,401 -0.5%
CII
423
Capital International Inc
California
$19M +$3.33M +49,927 +23%
P
424
&Partners
Tennessee
$18.7M +$863K +12,916 +5%
NIM
425
NEOS Investment Management
Connecticut
$18.7M +$3.35M +50,152 +24%

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.