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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 %
HPC
726
HM Payson & Co
Maine
$6.92M +$104K +1,458 +2%
CIC
727
Carnegie Investment Counsel
Ohio
$6.89M +$721K +10,499 +12%
SIMG
728
Sonora Investment Management Group
Arizona
$6.89M -$39.3K -549 -0.6%
DWM
729
Dakota Wealth Management
Florida
$6.87M +$156K +2,185 +2%
TCM
730
Twin Capital Management
Pennsylvania
$6.86M +$652K +9,110 +11%
BMA
731
Brooks Moore & Associates
Tennessee
$6.84M -$90.5K -1,264 -1%
ET
732
Equitable Trust
Tennessee
$6.81M -$14.9K -208 -0.2%
AC
733
Addenda Capital
Quebec, Canada
$6.78M -$10.8K -150 -0.2%
TCOT
734
Trust Company of Toledo
Ohio
$6.77M +$33.9K +473 +0.5%
BHIA
735
Birch Hill Investment Advisors
Massachusetts
$6.76M -$143K -2,000 -2%
FGP
736
Foyston, Gordon, & Payne
Ontario, Canada
$6.71M – – –
PFS
737
Prospera Financial Services
Texas
$6.7M +$154K +2,155 +2%
EFS
738
Essex Financial Services
Connecticut
$6.69M +$128K +1,787 +2%
GW
739
Griffith & Werner
Georgia
$6.69M +$198K +2,762 +3%
VFA
740
Valeo Financial Advisors
Indiana
$6.68M +$336K +6,143 +5%
NB
741
Northwest Bancshares
Pennsylvania
$6.66M -$14.6K -204 -0.2%
PS
742
Principal Securities
Iowa
$6.63M +$23K +370 +0.3%
AAM
743
Auxier Asset Management
Oregon
$6.6M -$24K -335 -0.4%
NB
744
NBT Bank
New York
$6.58M -$48.4K -676 -0.7%
DWA
745
Douglass Winthrop Advisors
New York
$6.54M -$323K -4,506 -5%
NAS
746
Nicolet Advisory Services
Wisconsin
$6.52M +$180K +2,538 +3%
AAM
747
Aureus Asset Management
Massachusetts
$6.5M -$40.8K -569 -0.6%
GH
748
GAM Holding
Switzerland
$6.47M +$2.16M +30,155 +50%
MC
749
Moors & Cabot
Massachusetts
$6.46M -$1.39M -19,452 -18%
WIS
750
Wright Investors Service
Connecticut
$6.45M +$90.2K +1,260 +1%
28 29
30
31 32