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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
M
701
MOTCO
Texas
$7.34M +$228K +3,415 +3%
FTWA
702
Fifth Third Wealth Advisors
Ohio
$7.33M +$457K +6,848 +7%
LS
703
Livforsakringsbolaget Skandia
Sweden
$7.28M -$1.13M -16,900 -14%
FCH
704
Freestone Capital Holdings
Washington
$7.26M +$159K +2,379 +2%
SIA
705
Soltis Investment Advisors
Utah
$7.23M +$68.6K +1,027 +1%
LFAS
706
Level Four Advisory Services
Texas
$7.23M +$642K +9,607 +11%
TPCW
707
TD Private Client Wealth
New York
$7.22M +$1.41M +21,178 +27%
WI
708
Wahed Invest
New York
$7.2M +$41.7K +624 +0.6%
PAS
709
Park Avenue Securities
New York
$7.2M +$1.1M +16,460 +20%
LA
710
Lynch & Associates
Indiana
$7.19M -$49.4K -739 -0.7%
HFS
711
Haverford Financial Services
Pennsylvania
$7.18M -$34K -509 -0.5%
BA
712
BCM Advisors
Louisiana
$7.17M
BM
713
Bislett Management
California
$7.16M
AWM
714
AE Wealth Management
Kansas
$7.15M -$995K -14,899 -13%
VWA
715
Visionary Wealth Advisors
Illinois
$7.13M -$543K -8,131 -8%
HI
716
Horizon Investments
North Carolina
$7.11M +$354K +5,294 +6%
DWM
717
Destination Wealth Management
California
$7.11M -$150K -2,239 -2%
AIMCA
718
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.09M -$2.94M -43,955 -31%
AO
719
Allen Operations
New York
$7.09M -$4.4M -65,854 -40%
DP
720
Dearborn Partners
Illinois
$7.07M -$73.7K -1,104 -1%
WTC
721
WhitTier Trust Company
Nevada
$7.03M -$44.6K -668 -0.7%
HA
722
Hamel Associates
New Jersey
$7M -$29.4K -440 -0.4%
IAN
723
Integrated Advisors Network
Texas
$7M +$3.05M +45,663 +88%
TFA
724
Toth Financial Advisory
Virginia
$7M +$79.5K +1,190 +1%
ACA
725
Aptus Capital Advisors
Alabama
$6.98M -$20.2M -302,591 -76%

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.