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
DCM
476
Dupont Capital Management
Delaware
$12.9M
FT
477
Fiduciary Trust
Massachusetts
$12.8M +$183K +2,802 +1%
MFIM
478
Mesirow Financial Investment Management
Illinois
$12.8M +$56.7K +868 +0.4%
MGP
479
Metis Global Partners
California
$12.7M -$570K -8,739 -4%
HFS
480
Hantz Financial Services
Michigan
$12.7M -$465K -7,129 -3%
WBC
481
Westpac Banking Corp
Australia
$12.6M +$6.8M +104,145 +106%
Lido Advisors
482
Lido Advisors
California
$12.6M +$588K +9,014 +5%
MASUI
483
MIRAE ASSET SECURITIES (USA) INC.
New York
$12.6M +$13.2M +201,640 New
SCA
484
Stillwater Capital Advisors
Pennsylvania
$12.5M +$237K +3,632 +2%
Simplex Trading
485
Simplex Trading
Illinois
$12.4M +$13M +199,658 New
FHA
486
First Horizon Advisors
Tennessee
$12.3M +$539K +8,251 +4%
WSFS
487
Wilmington Savings Fund Society
Delaware
$12.3M +$303K +4,637 +2%
IGAM
488
iA Global Asset Management
Quebec, Canada
$12.2M +$3.3M +50,577 +35%
NB
489
Norinchukin Bank
Japan
$12.2M +$1.28M +19,601 +11%
KPWS
490
Kestra Private Wealth Services
Texas
$12.2M +$1.46M +22,404 +13%
TI
491
Tidal Investments
Wisconsin
$12.2M +$2.96M +45,372 +30%
PR
492
Payden & Rygel
California
$12.1M -$6.18M -94,600 -33%
VIM
493
Vinva Investment Management
Australia
$12.1M +$335K +5,136 +3%
KFP
494
KMG Fiduciary Partners
Ohio
$12M +$349K +5,345 +3%
OAC
495
OMERS Administration Corp
Ontario, Canada
$12M +$2.59M +39,656 +26%
CP
496
CenterBook Partners
Connecticut
$11.9M +$4.8M +73,471 +62%
WT
497
Whittier Trust
California
$11.9M -$116K -1,773 -0.9%
CM
498
Crestline Management
Texas
$11.9M +$2.79M +42,804 +29%
NHC
499
Nicholas Hoffman & Company
Georgia
$11.9M -$520K -7,961 -4%
NPT
500
Nixon Peabody Trust
Massachusetts
$11.9M -$13.9K -213 -0.1%

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.