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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
RA
876
RFG Advisory
Alabama
$5.12M +$301K +4,511 +7%
GWMIA
877
Global Wealth Management Investment Advisory
Florida
$5.1M +$128K +1,918 +3%
ELI
878
Empire Life Investments
Ontario, Canada
$5.09M +$1.85M +27,669 +64%
BL
879
Balentine LLC
Georgia
$5.06M +$3.35M +50,221 +246%
JCM
880
Jacobi Capital Management
Pennsylvania
$5.05M -$31.5K -472 -0.7%
DEA
881
DoubleLine ETF Adviser
Florida
$5.03M -$1.49M -22,327 -24%
ACGA
882
Atlanta Consulting Group Advisors
Georgia
$5.02M +$61.6K +922 +1%
RC
883
RBF Capital
California
$5.01M
KGC
884
Kennon-Green & Company
Ohio
$5.01M -$9.48K -142 -0.2%
FPAS
885
Focus Partners Advisor Solutions
Missouri
$5.01M +$330K +4,941 +8%
NAM
886
NTV Asset Management
West Virginia
$4.97M -$134K -2,000 -3%
RFG
887
RFP Financial Group
Georgia
$4.95M -$270K -4,049 -6%
TWM
888
TSA Wealth Management
Texas
$4.95M -$6.08K -91 -0.1%
IA
889
Integrity Alliance
Iowa
$4.93M +$3.09M +46,288 +205%
PJWM
890
Philip James Wealth Mangement
Georgia
$4.93M +$3K +45 +0.1%
SA
891
Shilanski & Associates
Alaska
$4.92M -$84.1K -1,260 -2%
MSA
892
MUFG Securities Americas
New York
$4.91M +$755K +11,306 +20%
CAG
893
Csenge Advisory Group
Florida
$4.91M +$72.3K +1,082 +2%
SC
894
SummitTX Capital
Texas
$4.91M +$4.58M +68,519 New
TLP
895
Trinity Legacy Partners
Texas
$4.9M +$1.61M +24,076 +51%
WAS
896
WESPAC Advisors SoCal
California
$4.89M +$367K +5,497 +9%
CB
897
Cadence Bank
Mississippi
$4.89M -$10.2K -152 -0.2%
AG
898
Amiral Gestion
France
$4.89M -$4.8M -71,937 -51%
CAAS
899
Capital Asset Advisory Services
Michigan
$4.88M +$166K +2,492 +4%
CWP
900
CFM Wealth Partners
Texas
$4.88M +$135K +2,025 +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.