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Coca-Cola
KO

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: 67 → 88 (+21)

15% more capital invested

Capital invested by funds: $195B → $225B (+$29.7B)

3% more funds holding

Funds holding: 3,278 → 3,365 (+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

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$1.13B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.09B
3
Boston Partners
Boston Partners
Massachusetts
+$598M
4
BlackRock
BlackRock
New York
+$449M
5
Bank of America
Bank of America
North Carolina
+$399M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.09B
2
Citadel Advisors
Citadel Advisors
Florida
-$638M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$394M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$306M
5
Charles Schwab
Charles Schwab
California
-$262M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.38B -$18.8M -281,440 -1%
Goldman Sachs
27
Goldman Sachs
New York
$1.35B -$129M -1,924,744 -9%
State Farm Mutual Automobile Insurance
28
State Farm Mutual Automobile Insurance
Illinois
$1.31B – – –
Fayez Sarofim & Co
29
Fayez Sarofim & Co
Texas
$1.26B -$53.6M -802,186 -4%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.26B -$15.3M -228,514 -1%
Mitsubishi UFJ Asset Management
31
Mitsubishi UFJ Asset Management
Japan
$1.16B +$57.9M +866,773 +6%
Truist Financial
32
Truist Financial
North Carolina
$1.11B -$10.3M -154,616 -1%
Vontobel Holding
33
Vontobel Holding
Switzerland
$1.1B -$47.5M -711,274 -4%
Capital Research Global Investors
34
Capital Research Global Investors
California
$1.09B +$384M +5,757,212 +61%
Aristotle Capital Management
35
Aristotle Capital Management
California
$1.05B -$43.5M -651,121 -4%
AllianceBernstein
36
AllianceBernstein
Tennessee
$1.03B -$161M -2,403,934 -14%
AIM
37
Alphinity Investment Management
Australia
$1.03B +$258M +3,862,352 +37%
Deutsche Bank
38
Deutsche Bank
Germany
$958M +$66M +988,201 +8%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$870M -$73.2M -1,095,731 -8%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$859M +$19.6M +293,760 +3%
Wells Fargo
41
Wells Fargo
California
$849M +$96.4M +1,443,093 +14%
Raymond James Financial
42
Raymond James Financial
Florida
$848M +$254M +3,810,752 +47%
Swiss National Bank
43
Swiss National Bank
Switzerland
$827M -$1.63M -24,400 -0.2%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$727M -$121M -1,813,191 -15%
ClearBridge Investments
45
ClearBridge Investments
New York
$682M +$102M +1,527,518 +19%
National Pension Service
46
National Pension Service
South Korea
$655M +$33.8M +506,665 +6%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$652M +$46M +688,557 +8%
Boston Partners
48
Boston Partners
Massachusetts
$642M +$598M +8,951,766 New
Lazard Asset Management
49
Lazard Asset Management
New York
$642M +$4.9M +73,366 +0.8%
Barclays
50
Barclays
United Kingdom
$628M -$63.9M -956,184 -10%
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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.