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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
RIA
501
RPG Investment Advisory
California
$13.6M +$6.32M +94,683 +100%
IGAM
502
iA Global Asset Management
Quebec, Canada
$13.6M -$469K -7,030 -4%
CTA
503
Colonial Trust Advisors
South Carolina
$13.5M +$133K +1,998 +1%
KPWS
504
Kestra Private Wealth Services
Texas
$13.4M -$551K -8,251 -4%
NHC
505
Nicholas Hoffman & Company
Georgia
$13.4M -$309K -4,632 -2%
KA
506
Kintegral Advisory
New York
$13.4M -$41.5K -622 -0.3%
WT
507
Whittier Trust
California
$13.4M -$353K -5,287 -3%
CA
508
CapWealth Advisors
Tennessee
$13.3M +$182K +2,732 +1%
FFM
509
Fullerton Fund Management
Singapore
$13.3M +$8.94M +133,910 +262%
KCM
510
Kanawha Capital Management
Virginia
$13.2M +$260K +3,887 +2%
MSRPS
511
Maryland State Retirement & Pension System
Maryland
$13M -$1.85M -27,748 -13%
GIP
512
Greatmark Investment Partners
Georgia
$13M +$104K +1,561 +0.9%
NMERB
513
New Mexico Educational Retirement Board
New Mexico
$13M -$247K -3,700 -2%
BFIM
514
Beese Fulmer Investment Management
Ohio
$12.9M -$172K -2,576 -1%
BFS
515
Bard Financial Services
Connecticut
$12.9M -$91.8K -1,374 -0.8%
PG
516
Patten Group
Tennessee
$12.8M -$49K -733 -0.4%
Westfield Capital Management
517
Westfield Capital Management
Massachusetts
$12.8M -$571K -8,550 -5%
MWM
518
Modera Wealth Management
New Jersey
$12.8M -$460K -6,894 -4%
Marshall Wace
519
Marshall Wace
United Kingdom
$12.7M -$160M -2,393,353 -93%
EOJOAM
520
E. Ohman J:or Asset Management
Sweden
$12.7M -$441K -6,600 -4%
OAC
521
OMERS Administration Corp
Ontario, Canada
$12.7M -$969K -14,502 -8%
CA
522
Clearstead Advisors
Ohio
$12.7M +$158K +2,371 +1%
GT
523
Greenleaf Trust
Michigan
$12.6M +$184K +2,752 +2%
MHIC
524
Marble Harbor Investment Counsel
Massachusetts
$12.6M -$11.7K -175 -0.1%
WDA
525
Wendell David Associates
New Hampshire
$12.6M -$194K -2,903 -2%

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.