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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
MLL
551
Moody Lynn & Lieberson
Massachusetts
$11.6M +$1.09M +16,254 +11%
HCM
552
Hilton Capital Management
New York
$11.5M +$94.9K +1,421 +0.9%
AAIS
553
ABN AMRO Investment Solutions
$11.3M -$510K -7,643 -5%
DF
554
DNCA Finance
France
$11.3M +$10.5M +157,482 New
CDDEC
555
Caisse Des Depots Et Consignations
France
$11.2M -$679K -10,163 -6%
TBA
556
Tower Bridge Advisors
Pennsylvania
$11.2M -$164K -2,458 -2%
WPA
557
West Paces Advisors
Georgia
$11.2M +$502K +7,519 +5%
PIM
558
Plato Investment Management
Australia
$11.1M -$601K -8,994 -6%
SFS
559
Sowell Financial Services
Arkansas
$11.1M +$837K +12,534 +9%
FLPIM
560
F.L. Putnam Investment Management
Massachusetts
$11.1M -$326K -4,879 -3%
Kovitz Investment Group Partners
561
Kovitz Investment Group Partners
Illinois
$11M -$64.6K -968 -0.6%
SCM
562
Sterling Capital Management
North Carolina
$11M -$468K -7,004 -4%
GAM
563
Griffin Asset Management
New York
$11M -$259K -3,875 -2%
CTC
564
Central Trust Company
Missouri
$10.9M +$47.4K +710 +0.5%
NAAA
565
New Age Alpha Advisors
New York
$10.9M -$4.63M -69,335 -31%
AIM
566
Achmea Investment Management
Netherlands
$10.9M -$4.12M -61,669 -29%
CPCPP
567
Canada Post Corporation Pension Plan
Canada
$10.9M +$6.15M +92,069 +154%
AC
568
Allstate Corporation
Illinois
$10.8M +$1.99M +29,753 +24%
AWA
569
Arkadios Wealth Advisors
Georgia
$10.8M +$3.72M +55,758 +59%
SGI
570
Summit Global Investments
Utah
$10.8M +$4.19M +62,665 +71%
HCM
571
Hutner Capital Management
Vermont
$10.8M +$197K +2,950 +2%
OC
572
Oppenheimer & Co
New York
$10.8M +$151K +2,258 +2%
RSVP
573
Ramsay Stattman Vela & Price
Colorado
$10.7M +$30.4K +455 +0.3%
AAIM
574
American Assets Investment Management
California
$10.7M
VA
575
Vident Advisory
Georgia
$10.7M -$25.5M -381,670 -72%

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.