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Coca-Cola
KO

3,278 hedge funds and large institutions have $206B invested in Coca-Cola in 2025 Q3 according to their latest regulatory filings, with 152 funds opening new positions, 1,374 increasing their positions, 1,345 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.04B | Put options by funds: $1.7B

2% more repeat investments, than reductions

Existing positions increased: 1,374 | Existing positions reduced: 1,345

1.25% less ownership

Funds ownership: 73.32% → 72.07% (-1.2%)

2% less funds holding

Funds holding: 3,359 → 3,278 (-81)

9% less capital invested

Capital invested by funds: $227B → $206B (-$21.1B)

16% less first-time investments, than exits

New positions opened: 152 | Existing positions closed: 181

18% less funds holding in top 10

Funds holding in top 10: 68 → 56 (-12)

Holders
3,278
Holders Change
-81
Holders Change %
-2.41%
% of All Funds
43.02%
Holding in Top 10
56
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.65%
% of All Funds
0.73%
New
152
Increased
1,374
Reduced
1,345
Closed
181
Calls
$2.04B
Puts
$1.7B
Net Calls
+$342M
Net Calls Change
-$150M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$546M
2
JP Morgan Chase
JP Morgan Chase
New York
+$520M
3
Franklin Resources
Franklin Resources
California
+$353M
4
Morgan Stanley
Morgan Stanley
New York
+$337M
5
Renaissance Technologies
Renaissance Technologies
New York
+$266M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$696M
2
UBS AM
UBS AM
Illinois
-$635M
3
Citadel Advisors
Citadel Advisors
Florida
-$292M
4
BC
Broadwater Capital
Massachusetts
-$267M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$209M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Asset Management
26
Mitsubishi UFJ Asset Management
Japan
$1.29B +$64.6M +938,116 +5%
Ameriprise
27
Ameriprise
Minnesota
$1.25B +$118M +1,709,860 +10%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$1.21B +$70.7M +1,027,774 +6%
State Farm Mutual Automobile Insurance
29
State Farm Mutual Automobile Insurance
Illinois
$1.21B – – –
Capital Research Global Investors
30
Capital Research Global Investors
California
$1.18B +$17M +247,022 +1%
Amundi
31
Amundi
France
$1.14B -$34.1M -495,110 -3%
Deutsche Bank
32
Deutsche Bank
Germany
$1.14B +$255M +3,703,758 +28%
Fayez Sarofim & Co
33
Fayez Sarofim & Co
Texas
$1.1B -$20.6M -298,932 -2%
Truist Financial
34
Truist Financial
North Carolina
$1.01B -$12.3M -178,007 -1%
Aristotle Capital Management
35
Aristotle Capital Management
California
$911M -$38.8M -563,997 -4%
Vontobel Holding
36
Vontobel Holding
Switzerland
$876M -$205M -2,981,595 -18%
AllianceBernstein
37
AllianceBernstein
Tennessee
$824M -$171M -2,485,195 -17%
Raymond James Financial
38
Raymond James Financial
Florida
$821M +$1.47M +21,374 +0.2%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$797M +$20.6M +299,090 +3%
Swiss National Bank
40
Swiss National Bank
Switzerland
$782M -$40.5M -588,900 -5%
Barclays
41
Barclays
United Kingdom
$746M +$127M +1,848,868 +20%
Wells Fargo
42
Wells Fargo
California
$699M +$6.8M +98,764 +0.9%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$690M +$13.7M +198,886 +2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$673M -$65.5M -952,164 -9%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$640M -$156M -2,271,747 -19%
Boston Partners
46
Boston Partners
Massachusetts
$621M +$25.9M +376,201 +4%
National Pension Service
47
National Pension Service
South Korea
$589M +$15.3M +222,008 +3%
ClearBridge Investments
48
ClearBridge Investments
New York
$585M -$4.23M -61,397 -0.7%
Stifel Financial
49
Stifel Financial
Missouri
$575M +$5.11M +74,226 +0.9%
Lazard Asset Management
50
Lazard Asset Management
New York
$558M -$7.22M -104,911 -1%
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KO Hedge Fund Activity: Q3 2025 in Review

3,278 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2025, worth a combined $206B — down 9.3% from $227B a quarter earlier.

Sellers outnumbered buyers: 181 funds closed out of KO and 152 opened new positions — a net loss of 29 holders — while 1,345 trimmed existing stakes and 1,374 added.

The largest buyer was Fidelity Investments, adding an estimated $546M. The largest seller was Wellington Management Group, cutting an estimated $696M.

  • 3,278 institutional investors held Coca-Cola (KO) as of Q3 2025, down from 3,359 in Q2 2025.
  • Funds reported $206B of Coca-Cola stock for Q3 2025, down 9.3% quarter-over-quarter.
  • 152 funds opened new Coca-Cola positions in Q3 2025 and 181 closed out, a net change of -29 holders.
  • The largest Coca-Cola buyer in Q3 2025 was Fidelity Investments, an estimated $546M added.
  • The largest Coca-Cola seller in Q3 2025 was Wellington Management Group, an estimated $696M sold.

Based on aggregated 13F filings for Q3 2025.