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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
AssetMark Inc
526
AssetMark Inc
California
$12.6M +$1.5M +22,429 +15%
DKCM
527
Davidson Kempner Capital Management
New York
$12.5M +$11.7M +175,000 New
FFIC
528
First Fiduciary Investment Counsel
Ohio
$12.5M -$383K -5,728 -3%
APP
529
Avantax Planning Partners
Iowa
$12.5M +$245K +3,671 +2%
CIS
530
Connors Investor Services
Pennsylvania
$12.4M +$420K +6,286 +4%
CWP
531
Cyndeo Wealth Partners
Florida
$12.4M -$2.22M -33,298 -16%
LCOV
532
London Company of Virginia
Virginia
$12.4M -$372K -5,565 -3%
SAI
533
Systematic Alpha Investments
New Jersey
$12.3M
AAM
534
AR Asset Management
California
$12.2M
RT
535
Rockland Trust
Massachusetts
$12.2M -$2.55M -38,248 -18%
EB
536
Eastern Bank
Massachusetts
$12.1M +$129K +1,930 +1%
SAM
537
Socorro Asset Management
Texas
$12.1M -$359K -5,381 -3%
JWCA
538
J.W. Cole Advisors
Florida
$12.1M +$5.46M +81,723 +94%
BCWM
539
Bartlett & Co Wealth Management
Ohio
$12.1M -$13.4K -200 -0.1%
KFP
540
KMG Fiduciary Partners
Ohio
$12.1M -$1.63M -24,441 -13%
MYLI
541
Meiji Yasuda Life Insurance
Japan
$12.1M +$222K +3,321 +2%
RCYC
542
Richard C. Young & Co
Rhode Island
$12.1M +$698K +10,458 +7%
A
543
Allianz
Germany
$12M +$322K +4,821 +3%
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$12M -$102K -1,531 -0.9%
Kayne Anderson Rudnick Investment Management
545
Kayne Anderson Rudnick Investment Management
California
$11.9M +$207K +3,102 +2%
Nomura Holdings
546
Nomura Holdings
Japan
$11.9M +$155K +2,324 +1%
LCM
547
Logan Capital Management
Pennsylvania
$11.7M -$320K -4,789 -3%
BFIC
548
Bedell Frazier Investment Counselling
California
$11.7M -$78.8K -1,180 -0.7%
PCIA
549
Prime Capital Investment Advisors
Kansas
$11.6M +$1.98M +29,599 +22%
AP
550
Antipodes Partners
Australia
$11.6M -$18M -269,084 -62%

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.