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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
LDB
826
Lee, Danner & Bass
Tennessee
$5.65M -$40.2K -602 -0.8%
GCA
827
Greenwood Capital Associates
South Carolina
$5.65M +$213K +3,182 +4%
SG
828
Sienna Gestion
France
$5.63M -$352K -5,278 -6%
PI
829
PFG Investments
New York
$5.62M -$11.4K -170 -0.2%
MAS
830
Meeder Advisory Services
Ohio
$5.61M +$635K +9,508 +14%
EWA
831
Exencial Wealth Advisors
Oklahoma
$5.61M +$35.1K +526 +0.7%
AG
832
AlTi Global
New York
$5.61M -$339K -5,081 -6%
AM
833
AGF Management
Ontario, Canada
$5.61M -$9.23M -138,240 -64%
LIM
834
Leavell Investment Management
Alabama
$5.56M +$63.8K +956 +1%
CIA
835
Covington Investment Advisors
Pennsylvania
$5.56M +$254K +3,800 +5%
GIA
836
Gladstone Institutional Advisory
Florida
$5.56M +$243K +3,632 +5%
PA
837
Procyon Advisors
Connecticut
$5.54M +$436K +6,534 +9%
SC
838
Schulhoff & Co
Ohio
$5.52M -$24.2K -363 -0.5%
CC
839
Chicago Capital
Illinois
$5.51M +$167K +2,499 +3%
BRM
840
Boston Research & Management
Massachusetts
$5.51M -$91.7K -1,373 -2%
AIM
841
Aigen Investment Management
New York
$5.51M -$95K -1,423 -2%
PP
842
Prudential plc
United Kingdom
$5.48M +$294K +4,405 +6%
HKIM
843
Hayek Kallen Investment Management
Alabama
$5.45M +$9.75K +146 +0.2%
WFMPM
844
Woodley Farra Manion Portfolio Management
Indiana
$5.42M +$49.4K +739 +1%
CAM
845
Columbia Asset Management
Michigan
$5.42M -$122K -1,820 -2%
BMCM
846
Bryn Mawr Capital Management
Pennsylvania
$5.41M -$1.15M -17,162 -19%
SGCA
847
Steel Grove Capital Advisors
Tennessee
$5.41M +$83.8K +1,255 +2%
CBUSF
848
Construction & Building Unions Superannuation Fund
Australia
$5.41M -$29.6M -443,455 -85%
CF
849
Covea Finance
France
$5.41M +$5.04M +75,500 New
FNB
850
Farmers National Bank
Kentucky
$5.38M +$24.1K +361 +0.5%

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.