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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
LA
676
LBP AM
France
$7.8M -$248K -3,711 -3%
SIC
677
Salem Investment Counselors
North Carolina
$7.75M -$132K -1,970 -2%
TH
678
TCTC Holdings
Texas
$7.75M -$100K -1,500 -1%
RWP
679
RWA Wealth Partners
Massachusetts
$7.73M -$501K -7,499 -6%
NNPTE
680
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$7.69M +$6.79M +101,689 +1,768%
LKIM
681
Lawson Kroeker Investment Management
Nebraska
$7.69M -$4.34K -65 -0.1%
RP
682
Rice Partnership
Hawaii
$7.65M +$275K +4,115 +4%
WS
683
Wedbush Securities
California
$7.63M -$19.8K -297 -0.3%
WJWM
684
Williams Jones Wealth Management
New York
$7.63M -$84.4K -1,264 -1%
CCT
685
Chemung Canal Trust
New York
$7.61M -$55.5K -831 -0.8%
MBT
686
Montecito Bank & Trust
California
$7.59M -$102K -1,527 -1%
UB
687
UMB Bank
Missouri
$7.58M -$57K -853 -0.8%
WAM
688
Weatherly Asset Management
California
$7.57M +$386K +5,776 +6%
ECM
689
Everence Capital Management
Indiana
$7.56M +$1.33M +19,910 +23%
SCA
690
Stokes Capital Advisors
South Carolina
$7.53M +$167K +2,498 +2%
RAM
691
Roanoke Asset Management
New Jersey
$7.49M +$16.7K +250 +0.2%
MDCM
692
Morgan Dempsey Capital Management
Wisconsin
$7.48M -$762K -11,403 -10%
BBI
693
Baxter Bros Inc
Connecticut
$7.43M -$128K -1,911 -2%
BSA
694
Bull Street Advisors
Georgia
$7.42M
BG
695
BDF Gestion
France
$7.39M
FTA
696
Financial & Tax Architects
Missouri
$7.35M +$136K +2,037 +2%
GFG
697
Greystone Financial Group
Michigan
$7.35M -$385K -5,772 -5%
MCM
698
Monarch Capital Management
Indiana
$7.35M -$166K -2,490 -2%
RBWA
699
RFG - Bristol Wealth Advisors
Massachusetts
$7.35M +$53.4K +800 +0.8%
SC
700
Stolper & Co
Oklahoma
$7.35M +$26.4K +395 +0.4%

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.