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Coca-Cola
KO

Overview Fund Activity

3,321 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,236 increasing their positions, 1,384 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,321
Holders Change
+78
Holders Change %
+2.41%
% of All Funds
45.1%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
257
Increased
1,236
Reduced
1,384
Closed
117
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$1.21B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.17B
3
Boston Partners
Boston Partners
Massachusetts
+$642M
4
BlackRock
BlackRock
New York
+$482M
5
Bank of America
Bank of America
North Carolina
+$428M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.17B
2
Citadel Advisors
Citadel Advisors
Florida
-$684M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$423M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$328M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
701
TD Private Client Wealth
New York
$7.22M +$1.52M +21,178 +27%
WI
702
Wahed Invest
New York
$7.2M +$44.7K +624 +0.6%
PAS
703
Park Avenue Securities
New York
$7.2M +$1.18M +16,460 +20%
LA
704
Lynch & Associates
Indiana
$7.19M -$52.9K -739 -0.7%
HFS
705
Haverford Financial Services
Pennsylvania
$7.18M -$36.5K -509 -0.5%
BA
706
BCM Advisors
Louisiana
$7.17M – – –
BM
707
Bislett Management
California
$7.16M – – –
AWM
708
AE Wealth Management
Kansas
$7.15M -$1.07M -14,899 -13%
VWA
709
Visionary Wealth Advisors
Illinois
$7.13M -$582K -8,131 -8%
HI
710
Horizon Investments
North Carolina
$7.11M +$379K +5,294 +6%
DWM
711
Destination Wealth Management
California
$7.11M -$160K -2,239 -2%
AIMCA
712
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.09M -$3.15M -43,955 -31%
AO
713
Allen Operations
New York
$7.09M -$4.72M -65,854 -40%
DP
714
Dearborn Partners
Illinois
$7.07M -$79.1K -1,104 -1%
WTC
715
WhitTier Trust Company
Nevada
$7.03M -$47.8K -668 -0.7%
HA
716
Hamel Associates
New Jersey
$7M -$31.5K -440 -0.4%
IAN
717
Integrated Advisors Network
Texas
$7M +$3.27M +45,663 +88%
TFA
718
Toth Financial Advisory
Virginia
$7M +$85.2K +1,190 +1%
ACA
719
Aptus Capital Advisors
Alabama
$6.98M -$21.7M -302,591 -76%
SW
720
SteelPeak Wealth
California
$6.97M +$845K +11,710 +14%
CA
721
CoreCap Advisors
Michigan
$6.96M -$482K -6,732 -6%
CHC
722
City Holding Co
West Virginia
$6.96M +$103K +1,445 +2%
MCC
723
Money Concepts Capital
Florida
$6.96M +$326K +4,555 +5%
CB
724
Community Bank
New York
$6.96M -$215K -3,007 -3%
CMP
725
Coston McIsaac & Partners
Maine
$6.94M -$60.6K -846 -0.9%
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