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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
SW
726
SteelPeak Wealth
California
$6.97M +$782K +11,710 +14%
CA
727
CoreCap Advisors
Michigan
$6.96M -$450K -6,732 -6%
CHC
728
City Holding Co
West Virginia
$6.96M +$96.5K +1,445 +2%
MCC
729
Money Concepts Capital
Florida
$6.96M +$304K +4,555 +5%
CB
730
Community Bank
New York
$6.96M -$201K -3,007 -3%
CMP
731
Coston McIsaac & Partners
Maine
$6.94M -$56.5K -846 -0.9%
HPC
732
HM Payson & Co
Maine
$6.92M +$97.4K +1,458 +2%
FNBOO
733
First National Bank of Omaha
Nebraska
$6.92M +$4.29M +64,195 +198%
CIC
734
Carnegie Investment Counsel
Ohio
$6.89M +$701K +10,499 +12%
SIMG
735
Sonora Investment Management Group
Arizona
$6.89M -$36.7K -549 -0.6%
DWM
736
Dakota Wealth Management
Florida
$6.87M +$146K +2,185 +2%
TCM
737
Twin Capital Management
Pennsylvania
$6.86M +$608K +9,110 +11%
BMA
738
Brooks Moore & Associates
Tennessee
$6.84M -$84.4K -1,264 -1%
ET
739
Equitable Trust
Tennessee
$6.81M -$13.9K -208 -0.2%
AC
740
Addenda Capital
Quebec, Canada
$6.78M -$10K -150 -0.2%
TCOT
741
Trust Company of Toledo
Ohio
$6.77M +$31.6K +473 +0.5%
BHIA
742
Birch Hill Investment Advisors
Massachusetts
$6.76M -$134K -2,000 -2%
FGP
743
Foyston, Gordon, & Payne
Ontario, Canada
$6.71M
PFS
744
Prospera Financial Services
Texas
$6.7M +$144K +2,155 +2%
EFS
745
Essex Financial Services
Connecticut
$6.69M +$119K +1,787 +2%
GW
746
Griffith & Werner
Georgia
$6.69M +$184K +2,762 +3%
VFA
747
Valeo Financial Advisors
Indiana
$6.68M +$410K +6,143 +5%
NB
748
Northwest Bancshares
Pennsylvania
$6.66M -$13.6K -204 -0.2%
PS
749
Principal Securities
Iowa
$6.63M +$24.7K +370 +0.3%
AAM
750
Auxier Asset Management
Oregon
$6.6M -$22.4K -335 -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.