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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
OQS
776
Occudo Quantitative Strategies
Florida
$6.2M +$5.88M +88,038 New
IB
777
Iyo Bank
Japan
$6.19M
RAG
778
RIA Advisory Group
Iowa
$6.18M -$249K -3,724 -4%
CNBT
779
Canandaigua National Bank & Trust
New York
$6.17M -$30.8K -461 -0.5%
FVWA
780
Foster Victor Wealth Advisors
South Carolina
$6.17M +$4.55M +68,201 +376%
SF
781
Slagle Financial
Illinois
$6.16M -$14.3K -214 -0.2%
MMA
782
Miracle Mile Advisors
California
$6.16M -$305K -4,560 -5%
PA
783
Parallel Advisors
California
$6.14M +$153K +2,291 +3%
BCCM
784
Bridge Creek Capital Management
Massachusetts
$6.14M -$25.4K -380 -0.4%
ST
785
Sentinel Trust
Texas
$6.13M -$267 -4 -0%
CSIC
786
Clifford Swan Investment Counsel
California
$6.13M +$28.1K +421 +0.5%
MGIA
787
Moneta Group Investment Advisors
Missouri
$6.13M -$841K -12,600 -13%
BEI
788
Benjamin Edwards Inc
Missouri
$6.11M -$264K -3,946 -4%
GIM
789
Generali Investments Management
Slovenia
$6.05M +$480K +7,193 +9%
PWP
790
Principle Wealth Partners
Connecticut
$6.02M -$57.8K -865 -1%
FSA
791
Franklin Street Advisors
North Carolina
$6.02M -$5.14M -76,981 -48%
PDM
792
Penn Davis McFarland
Texas
$6.02M -$25.4K -380 -0.4%
SCM
793
Stonebridge Capital Management
California
$6M -$346K -5,180 -6%
LWANC
794
Laurel Wealth Advisors (North Carolina)
North Carolina
$6M -$29.1K -435 -0.5%
PFM
795
Premier Fund Managers
United Kingdom
$6M +$3.94M +59,061 +226%
BP
796
Ballentine Partners
Massachusetts
$5.97M +$90.4K +1,353 +2%
UBG
797
United Bank (Georgia)
Georgia
$5.97M -$78.7K -1,179 -1%
YL
798
YCG LLC
Texas
$5.96M
AP
799
Americana Partners
Texas
$5.96M -$272K -4,071 -5%
GI
800
GAMMA Investing
California
$5.96M +$886K +13,261 +19%

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.