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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
PI
426
PineBridge Investments
New York
$18.6M -$8.13M -121,775 -32%
EF
427
Empowered Funds
Pennsylvania
$18.6M +$1.61M +24,118 +10%
Lido Advisors
428
Lido Advisors
California
$18.5M +$3.6M +53,903 +27%
Two Sigma Advisers
429
Two Sigma Advisers
New York
$18.4M +$17.2M +257,000 New
SC
430
SouthState Corp
Florida
$18.3M -$5.15M -77,066 -23%
BG
431
Bollard Group
Massachusetts
$18.2M -$27.1K -406 -0.2%
TAM
432
Tocqueville Asset Management
New York
$18.1M -$170K -2,545 -1%
WG
433
Welch Group
Alabama
$18.1M +$483K +7,228 +3%
TWC
434
TD Waterhouse Canada
Ontario, Canada
$18M +$32.8K +491 +0.2%
AIM
435
Allen Investment Management
New York
$17.9M
IIM
436
Intact Investment Management
Quebec, Canada
$17.8M +$200K +3,000 +1%
Allspring Global Investments
437
Allspring Global Investments
North Carolina
$17.8M -$1.01M -15,169 -6%
DCM
438
Dupont Capital Management
Delaware
$17.8M +$2.81M +42,004 +20%
VLKIM
439
Van Lanschot Kempen Investment Management
Netherlands
$17.8M -$20.4M -306,205 -55%
SCA
440
Stonebridge Capital Advisors
Minnesota
$17.7M -$3.03M -45,417 -16%
AWS
441
Atria Wealth Solutions
New York
$17.6M -$353K -5,291 -2%
BIC
442
Beach Investment Counsel
Pennsylvania
$17.6M -$2.2M -32,917 -12%
SYBT
443
Stock Yards Bank & Trust
Kentucky
$17.5M -$247K -3,700 -1%
AAIM
444
Asset Advisors Investment Management
Georgia
$17.5M -$83.5K -1,250 -0.5%
IMCOOI
445
Investment Management Corp of Ontario (IMCO)
Canada
$17.5M +$16.3M +244,383 New
JMFC
446
J.M. Forbes & Co
Massachusetts
$17.5M +$482K +7,218 +3%
PGFC
447
Peapack-Gladstone Financial Corp
New Jersey
$17.4M -$978K -14,641 -6%
CRWM
448
Castle Rock Wealth Management
California
$17.4M -$113K -1,685 -0.7%
PAM
449
Panagora Asset Management
Massachusetts
$17.2M +$7.33M +109,800 +84%
SIG
450
Stonegate Investment Group
Alabama
$17M -$198K -2,965 -1%

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.