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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
KOCAA
626
Knights of Columbus Asset Advisors
Connecticut
$8.81M +$2.55M +38,142 +45%
Alyeska Investment Group
627
Alyeska Investment Group
Illinois
$8.79M -$10.6M -159,166 -56%
TA
628
Tectonic Advisors
Texas
$8.78M +$501K +7,508 +7%
BFG
629
Bleakley Financial Group
New Jersey
$8.78M +$137K +2,044 +2%
Hudson Bay Capital Management
630
Hudson Bay Capital Management
Connecticut
$8.74M -$127M -1,899,647 -94%
SWP
631
Stratos Wealth Partners
Ohio
$8.74M -$707K -10,581 -8%
PPW
632
Parcion Private Wealth
Washington
$8.71M +$366K +5,485 +5%
CWM
633
Cornerstone Wealth Management
Missouri
$8.69M +$262K +3,920 +3%
AIM
634
Anchor Investment Management
South Carolina
$8.67M -$42.2K -632 -0.5%
EGA
635
Eagle Global Advisors
Texas
$8.67M
BBVA
636
Banco Bilbao Vizcaya Argentaria
Spain
$8.62M -$1.48M -22,206 -16%
ACIM
637
Azimuth Capital Investment Management
Michigan
$8.54M +$118K +1,765 +2%
RB
638
Rodgers Brothers
Pennsylvania
$8.51M +$71.8K +1,075 +0.9%
GCM
639
Graham Capital Management
Connecticut
$8.5M +$7.93M +118,718 New
RBA
640
Richard Bernstein Advisors
New York
$8.49M -$426K -6,381 -5%
PCM
641
Parsons Capital Management
Rhode Island
$8.49M +$23.1K +346 +0.3%
VCM
642
Voleon Capital Management
California
$8.49M +$5.22M +78,148 +194%
BPC
643
Banque Pictet & Cie
Switzerland
$8.48M +$272K +4,079 +4%
SVWAG
644
Sound View Wealth Advisors Group
Georgia
$8.47M -$142K -2,129 -2%
IWC
645
Integrated Wealth Concepts
Massachusetts
$8.47M -$150K -2,246 -2%
WC
646
Whitney & Co
New York
$8.41M +$196K +2,938 +3%
LWCFA
647
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.37M -$40.9K -613 -0.5%
WW
648
Windle Wealth
Oklahoma
$8.36M +$242K +3,620 +3%
MFG
649
Merit Financial Group
Georgia
$8.36M +$1.13M +16,916 +17%
SP
650
Stablepoint Partners
Massachusetts
$8.3M +$538K +8,049 +7%

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.