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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
Stifel Financial
51
Stifel Financial
Missouri
$624M +$10.5M +156,790 +2%
Capital World Investors
52
Capital World Investors
California
$567M -$28.1M -421,289 -5%
SF
53
Synovus Financial
Georgia
$565M -$18.4M -276,163 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
54
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$548M -$120M -1,804,179 -19%
DekaBank Deutsche Girozentrale
55
DekaBank Deutsche Girozentrale
Germany
$542M +$3.58M +53,634 +0.7%
Principal Financial Group
56
Principal Financial Group
Iowa
$532M -$5.81M -86,988 -1%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$531M -$12.9M -193,620 -3%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$474M -$2.25M -33,738 -0.5%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$473M -$45.1M -675,561 -9%
Citigroup
60
Citigroup
New York
$465M +$155M +2,322,569 +56%
Fisher Asset Management
61
Fisher Asset Management
Washington
$463M -$10.7M -160,402 -2%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$459M -$46.3M -693,556 -10%
AH
63
Allen Holding
New York
$430M
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$420M +$5.05M +75,645 +1%
RG
65
Rathbones Group
United Kingdom
$412M +$9.97M +149,238 +3%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$406M +$42.9M +642,620 +13%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$378M -$9.74M -145,806 -3%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$367M -$17.3M -259,405 -5%
Prudential Financial
69
Prudential Financial
New Jersey
$360M +$54.9M +821,316 +20%
LPL Financial
70
LPL Financial
California
$352M +$38.4M +575,499 +13%
GQG Partners
71
GQG Partners
Florida
$342M -$149M -2,227,442 -32%
Canada Life
72
Canada Life
Manitoba, Canada
$340M +$11.4M +171,320 +4%
First Trust Advisors
73
First Trust Advisors
Illinois
$339M +$45.6M +682,962 +17%
Macquarie Group
74
Macquarie Group
Australia
$339M +$8.05M +120,483 +3%
Federated Hermes
75
Federated Hermes
Pennsylvania
$326M +$8.45M +126,455 +3%

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.