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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
LC
801
Lincoln Capital
Nebraska
$5.96M -$115K -1,725 -2%
HCMT
802
Highland Capital Management (Tennessee)
Tennessee
$5.93M +$55K +823 +1%
CT
803
Colonial Trust
South Carolina
$5.93M -$43.7K -655 -0.8%
CRC
804
Curi RMB Capital
Illinois
$5.92M -$376K -5,628 -6%
QCG
805
Quadrant Capital Group
Ohio
$5.91M +$2.66M +39,822 +93%
AG
806
Ascent Group
Virginia
$5.91M +$652K +9,759 +13%
TNBTD
807
Trustmark National Bank Trust Department
Mississippi
$5.91M -$297K -4,447 -5%
HWAM
808
Hennion & Walsh Asset Management
New Jersey
$5.9M +$196K +2,940 +4%
BST
809
Bath Savings Trust
Maine
$5.89M -$133K -1,991 -2%
BIG
810
Builder Investment Group
Georgia
$5.89M -$8.41K -126 -0.2%
CCMINC
811
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.87M -$26.6K -398 -0.5%
QCM
812
Qsemble Capital Management
New York
$5.86M -$3.74M -56,044 -41%
FLI
813
Family Legacy Inc
South Carolina
$5.84M -$7.08K -106 -0.1%
RWM
814
Ritholtz Wealth Management
New York
$5.81M +$541K +8,107 +11%
HAG
815
HighPoint Advisor Group
Illinois
$5.75M +$94.5K +1,415 +2%
SPC
816
Sigma Planning Corp
Michigan
$5.75M +$7.15K +107 +0.1%
CNBTD
817
Citizens National Bank Trust Department
Mississippi
$5.74M +$27.6K +414 +0.5%
VFM
818
Viking Fund Management
North Dakota
$5.73M +$2M +30,000 +60%
CIG
819
CCM Investment Group
Minnesota
$5.72M +$620K +9,291 +13%
MPM
820
Meritage Portfolio Management
Kansas
$5.72M -$54K -808 -1%
RPC
821
Rossmore Private Capital
Connecticut
$5.71M -$5.94K -89 -0.1%
GAM
822
Gotham Asset Management
New York
$5.67M -$5.15M -77,047 -49%
OC
823
Oakworth Capital
Alabama
$5.66M -$77.7K -1,163 -1%
JHCP
824
Jackson Hole Capital Partners
Oklahoma
$5.65M +$20.4K +305 +0.4%
BFA
825
Benedict Financial Advisors
Georgia
$5.65M -$13.4K -200 -0.3%

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.