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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
AIM
651
AHL Investment Management
Florida
$8.29M -$75.8K -1,135 -1%
CSP
652
Cary Street Partners
Virginia
$8.28M -$175K -2,623 -2%
SDIC
653
South Dakota Investment Council
South Dakota
$8.24M -$280K -4,200 -4%
AA
654
ALPS Advisors
Colorado
$8.24M +$394K +5,904 +5%
FG
655
Fiduciary Group
Georgia
$8.23M -$28.4K -426 -0.4%
SF
656
Summit Financial
New Jersey
$8.17M +$1.09M +16,299 +17%
WAM
657
Weiss Asset Management
Massachusetts
$8.15M +$1.73M +25,840 +29%
RC
658
Reik & Co
New York
$8.13M
BCM
659
Bayesian Capital Management
New York
$8.1M +$7.56M +113,150 New
DIA
660
Dana Investment Advisors
Wisconsin
$8.1M -$116K -1,734 -2%
KRSITF
661
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.09M -$1.44M -21,552 -16%
FMII
662
Farmers & Merchants Investments Inc
Nebraska
$8.08M -$106K -1,585 -1%
BS
663
Biglari Sardar
$8.07M +$282K +4,219 +4%
QC
664
Quadrature Capital
United Kingdom
$8.06M +$7.52M +112,562 New
GI
665
GLOBALT Investments
Georgia
$8.04M +$50.9K +762 +0.7%
FAM
666
Fred Alger Management
New York
$8M +$248K +3,706 +3%
WIC
667
Woodmont Investment Counsel
Tennessee
$8M +$310K +4,647 +4%
SB
668
Simmons Bank
Arkansas
$7.99M -$568K -8,506 -7%
PAMG
669
Patton Albertson Miller Group
Tennessee
$7.97M -$205K -3,065 -3%
WIM
670
Waverton Investment Management
United Kingdom
$7.96M -$1.1M -16,500 -13%
EWA
671
EP Wealth Advisors
California
$7.9M -$83.1K -1,245 -1%
SW
672
SlateStone Wealth
Florida
$7.9M -$40.3K -603 -0.5%
EHC
673
Everett Harris & Co
California
$7.86M -$46.1K -691 -0.6%
OIA
674
OneDigital Investment Advisors
Kansas
$7.84M -$432K -6,474 -6%
AAB
675
ABN AMRO Bank
Netherlands
$7.84M +$272K +4,075 +4%

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.