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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
FIA
576
Foundations Investment Advisors
Arizona
$10.7M +$5.73M +85,754 +134%
HAI
577
Hennessy Advisors Inc
California
$10.7M +$157K +2,350 +2%
UCFA
578
United Capital Financial Advisors
Texas
$10.6M +$35.4K +530 +0.4%
OCBCO
579
Oversea-Chinese Banking Corp (OCBC)
Singapore
$10.6M -$8.74M -130,831 -47%
TG
580
TCW Group
California
$10.5M +$196K +2,935 +2%
EH
581
Equitable Holdings
New York
$10.4M +$389K +5,819 +4%
CAG
582
Crestwood Advisors Group
Massachusetts
$10.4M +$304K +4,548 +3%
EWM
583
Evercore Wealth Management
New York
$10.4M -$65.2K -977 -0.7%
AM
584
Atwater Malick
Pennsylvania
$10.3M +$343K +5,132 +4%
Twin Tree Management
585
Twin Tree Management
Texas
$10.3M +$9.63M +144,251 New
ADEF
586
Adams Diversified Equity Fund
Maryland
$10.3M
MCWA
587
Meadow Creek Wealth Advisors
Georgia
$10.3M +$40.4K +605 +0.4%
PCA
588
Pallas Capital Advisors
Massachusetts
$10.3M +$393K +5,891 +4%
AWM
589
Axxcess Wealth Management
California
$10.2M +$157K +2,354 +2%
ASN
590
Advisory Services Network
Georgia
$10.2M +$480K +7,194 +5%
HHAA
591
Henry H. Armstrong Associates
Pennsylvania
$10.1M -$40.1K -600 -0.4%
BWS
592
Buck Wealth Strategies
Colorado
$10.1M -$127K -1,909 -1%
BAM
593
Berkshire Asset Management
Pennsylvania
$10.1M -$243K -3,634 -3%
GIA
594
Guyasuta Investment Advisors
Pennsylvania
$10M +$258K +3,867 +3%
SIG
595
Sky Investment Group
Connecticut
$9.97M +$66.1K +990 +0.7%
CCM
596
Coldstream Capital Management
Washington
$9.86M +$341K +5,109 +4%
IAM
597
Infusive Asset Management
New York
$9.86M -$2.35M -35,168 -20%
BCM
598
Brookstone Capital Management
Illinois
$9.86M +$1.77M +26,545 +24%
VVP
599
Venture Visionary Partners
Ohio
$9.64M -$403K -6,041 -4%
EF
600
Empirical Finance
Pennsylvania
$9.62M +$111K +1,664 +1%

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.