We are live on ! Find out more
KO icon

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
NB
751
NBT Bank
New York
$6.58M -$45.1K -676 -0.7%
DWA
752
Douglass Winthrop Advisors
New York
$6.54M -$301K -4,506 -5%
NAS
753
Nicolet Advisory Services
Wisconsin
$6.52M +$170K +2,538 +3%
AAM
754
Aureus Asset Management
Massachusetts
$6.5M -$38K -569 -0.6%
GH
755
GAM Holding
Switzerland
$6.47M +$2.01M +30,155 +50%
MC
756
Moors & Cabot
Massachusetts
$6.46M -$1.3M -19,452 -18%
WIS
757
Wright Investors Service
Connecticut
$6.45M +$84.1K +1,260 +1%
PSP
758
Principal Street Partners
Tennessee
$6.44M +$221K +3,315 +4%
APF
759
Alaska Permanent Fund
Alaska
$6.44M
VI
760
Vestcor Inc
New Brunswick, Canada
$6.43M +$160K +2,389 +3%
NEAM
761
New England Asset Management
Connecticut
$6.39M +$35.7K +535 +0.6%
GWM
762
Geneos Wealth Management
Colorado
$6.37M +$3.76M +56,311 +173%
FB
763
Fulton Bank
Pennsylvania
$6.37M +$553K +8,284 +10%
USAA
764
United Services Automobile Association
Texas
$6.34M
BHBT
765
Burke & Herbert Bank & Trust
Virginia
$6.32M -$390K -5,845 -6%
WBC
766
Westpac Banking Corp
Australia
$6.32M -$7.66M -114,665 -57%
I
767
InvesTrust
Oklahoma
$6.31M +$15.5K +232 +0.3%
OCAM
768
Onex Canada Asset Management
Ontario, Canada
$6.3M -$46.7K -699 -0.8%
DAS
769
Diversify Advisory Services
Utah
$6.29M +$526K +7,883 +10%
ZBNA
770
Zions Bancorporation, National Association
Utah
$6.28M +$5.86M +87,711 New
VSQM
771
V-Square Quantitative Management
Illinois
$6.28M +$181K +2,705 +3%
ATPW
772
Ashton Thomas Private Wealth
Arizona
$6.27M +$181K +2,706 +3%
PAS
773
Point72 Asia (Singapore)
Singapore
$6.25M +$2.69M +40,277 +86%
SS
774
Sunbelt Securities
Texas
$6.23M -$4.21K -63 -0.1%
PMG
775
ProVise Management Group
Florida
$6.21M -$3.47K -52 -0.1%

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.