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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 %
HWAM
801
Hennion & Walsh Asset Management
New Jersey
$5.9M +$211K +2,940 +4%
BST
802
Bath Savings Trust
Maine
$5.89M -$143K -1,991 -2%
BIG
803
Builder Investment Group
Georgia
$5.89M -$9.02K -126 -0.2%
CCMINC
804
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.87M -$28.7K -398 -0.5%
QCM
805
Qsemble Capital Management
New York
$5.86M -$4.01M -56,044 -41%
FLI
806
Family Legacy Inc
South Carolina
$5.84M -$7.59K -106 -0.1%
RWM
807
Ritholtz Wealth Management
New York
$5.81M +$581K +8,107 +11%
HAG
808
HighPoint Advisor Group
Illinois
$5.75M +$102K +1,415 +2%
SPC
809
Sigma Planning Corp
Michigan
$5.75M +$7.66K +107 +0.1%
CNBTD
810
Citizens National Bank Trust Department
Mississippi
$5.74M +$29.7K +414 +0.5%
VFM
811
Viking Fund Management
North Dakota
$5.73M +$2.15M +30,000 +60%
CIG
812
CCM Investment Group
Minnesota
$5.72M +$654K +9,291 +13%
MPM
813
Meritage Portfolio Management
Kansas
$5.72M -$57.9K -808 -1%
RPC
814
Rossmore Private Capital
Connecticut
$5.71M -$6.37K -89 -0.1%
GAM
815
Gotham Asset Management
New York
$5.67M -$5.52M -77,047 -49%
OC
816
Oakworth Capital
Alabama
$5.66M -$83.3K -1,163 -1%
JHCP
817
Jackson Hole Capital Partners
Oklahoma
$5.65M +$21.8K +305 +0.4%
BFA
818
Benedict Financial Advisors
Georgia
$5.65M -$14.3K -200 -0.3%
LDB
819
Lee, Danner & Bass
Tennessee
$5.65M -$43.1K -602 -0.8%
GCA
820
Greenwood Capital Associates
South Carolina
$5.65M +$228K +3,182 +4%
SG
821
Sienna Gestion
France
$5.63M -$367K -5,278 -6%
PI
822
PFG Investments
New York
$5.62M -$12.2K -170 -0.2%
MAS
823
Meeder Advisory Services
Ohio
$5.61M +$681K +9,508 +14%
EWA
824
Exencial Wealth Advisors
Oklahoma
$5.61M +$37.7K +526 +0.7%
AG
825
AlTi Global
New York
$5.61M -$366K -5,081 -6%
31 32
33
34 35