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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
JPWM
601
Jamison Private Wealth Management
Georgia
$9.56M +$120K +1,797 +1%
FCMC
602
Founders Capital Management (Connecticut)
Connecticut
$9.54M -$172K -2,581 -2%
Impax Asset Management Group
603
Impax Asset Management Group
United Kingdom
$9.49M -$1.48M -22,143 -14%
AS
604
Aware Super
Australia
$9.48M -$152K -2,283 -2%
B
605
Bailard
California
$9.39M +$131K +1,966 +2%
EA
606
Enclave Advisors
Texas
$9.36M +$8.62K +129 +0.1%
RIG
607
RiverFront Investment Group
Virginia
$9.35M +$547K +8,189 +7%
SFI
608
Siemens Fonds Invest
Germany
$9.25M -$77.2K -1,156 -0.9%
ANTB
609
AMG National Trust Bank
Colorado
$9.22M +$101K +1,516 +1%
JSSH
610
J. Safra Sarasin Holding
$9.22M +$1.89M +28,283 +28%
CICI
611
Capital Investment Counsel Inc
North Carolina
$9.12M -$138K -2,072 -2%
MAM
612
Martingale Asset Management
Massachusetts
$9.1M -$1.81M -27,151 -18%
GAB
613
German American Bancorp
Indiana
$9.02M +$77.3K +1,158 +0.9%
PWM
614
Perigon Wealth Management
California
$9M +$405K +6,067 +5%
DWP
615
Daymark Wealth Partners
Ohio
$9M -$6.61M -98,983 -44%
SAM
616
Sompo Asset Management
Japan
$8.97M -$839K -12,560 -9%
JIM
617
Jensen Investment Management
Oregon
$8.93M -$42.1K -630 -0.5%
TNB
618
Thomasville National Bank
Georgia
$8.93M -$15.2K -227 -0.2%
OAM
619
Ostrum Asset Management
France
$8.9M +$5.61M +83,998 +208%
AHC
620
Adell Harriman & Carpenter
Texas
$8.9M -$6.21K -93 -0.1%
AWM
621
Apollon Wealth Management
South Carolina
$8.88M -$626K -9,366 -7%
MC
622
Montag & Caldwell
Georgia
$8.85M
TMAM
623
Tokio Marine Asset Management
Japan
$8.84M +$588K +8,810 +8%
LOAMS
624
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.83M +$1.93M +28,944 +31%
NMIMC
625
Northwestern Mutual Investment Management Company
Wisconsin
$8.82M +$2.94K +44 +0%

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.