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Coca-Cola
KO

Overview Fund Activity

3,321 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,236 increasing their positions, 1,384 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,321
Holders Change
+78
Holders Change %
+2.41%
% of All Funds
45.1%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
257
Increased
1,236
Reduced
1,384
Closed
117
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$1.21B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.17B
3
Boston Partners
Boston Partners
Massachusetts
+$642M
4
BlackRock
BlackRock
New York
+$482M
5
Bank of America
Bank of America
North Carolina
+$428M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.17B
2
Citadel Advisors
Citadel Advisors
Florida
-$684M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$423M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$328M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
576
Crestwood Advisors Group
Massachusetts
$10.4M +$326K +4,548 +3%
EWM
577
Evercore Wealth Management
New York
$10.4M -$70K -977 -0.7%
AM
578
Atwater Malick
Pennsylvania
$10.3M +$368K +5,132 +4%
Twin Tree Management
579
Twin Tree Management
Texas
$10.3M +$10.3M +144,251 New
ADEF
580
Adams Diversified Equity Fund
Maryland
$10.3M – – –
MCWA
581
Meadow Creek Wealth Advisors
Georgia
$10.3M +$43.3K +605 +0.4%
PCA
582
Pallas Capital Advisors
Massachusetts
$10.3M +$422K +5,891 +4%
AWM
583
Axxcess Wealth Management
California
$10.2M +$169K +2,354 +2%
ASN
584
Advisory Services Network
Georgia
$10.2M +$515K +7,194 +5%
HHAA
585
Henry H. Armstrong Associates
Pennsylvania
$10.1M -$43K -600 -0.4%
BWS
586
Buck Wealth Strategies
Colorado
$10.1M -$137K -1,909 -1%
BAM
587
Berkshire Asset Management
Pennsylvania
$10.1M -$259K -3,634 -3%
GIA
588
Guyasuta Investment Advisors
Pennsylvania
$10M +$277K +3,867 +3%
SIG
589
Sky Investment Group
Connecticut
$9.97M +$70.9K +990 +0.7%
CCM
590
Coldstream Capital Management
Washington
$9.86M +$366K +5,109 +4%
IAM
591
Infusive Asset Management
New York
$9.86M -$2.52M -35,168 -20%
BCM
592
Brookstone Capital Management
Illinois
$9.86M +$1.9M +26,545 +24%
VVP
593
Venture Visionary Partners
Ohio
$9.64M -$433K -6,041 -4%
EF
594
Empirical Finance
Pennsylvania
$9.62M +$119K +1,664 +1%
JPWM
595
Jamison Private Wealth Management
Georgia
$9.56M +$129K +1,797 +1%
FCMC
596
Founders Capital Management (Connecticut)
Connecticut
$9.54M -$185K -2,581 -2%
Impax Asset Management Group
597
Impax Asset Management Group
United Kingdom
$9.49M -$1.59M -22,143 -14%
AS
598
Aware Super
Australia
$9.48M -$164K -2,283 -2%
B
599
Bailard
California
$9.39M +$141K +1,966 +2%
EA
600
Enclave Advisors
Texas
$9.36M +$9.24K +129 +0.1%
22 23
24
25 26