We are live on ! Find out more
KO icon

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
CGPCS
901
Capital Group Private Client Services
California
$4.87M +$80.6K +1,207 +2%
IWM
902
IHT Wealth Management
Illinois
$4.86M -$148K -2,213 -3%
GIM
903
Generate Investment Management
New Zealand
$4.86M +$4.53M +67,830 New
BFG
904
Beacon Financial Group
Texas
$4.84M -$273K -4,086 -6%
FNA
905
First National Advisers
Nebraska
$4.83M +$4.09M +61,266 +983%
JC
906
Jacobs & Co
California
$4.83M -$817K -12,234 -15%
BOCM
907
Bontempo Ohly Capital Management
Maryland
$4.81M +$43.4K +650 +1%
NIM
908
Nicollet Investment Management
Minnesota
$4.72M +$118K +1,773 +3%
P
909
Pitcairn
Pennsylvania
$4.71M -$301K -4,506 -6%
JPMIA
910
J.P. Marvel Investment Advisors
Massachusetts
$4.71M -$6.34K -95 -0.1%
PL
911
Parthenon LLC
Kentucky
$4.67M -$66.8K -1,000 -2%
TCM
912
Tufton Capital Management
Maryland
$4.67M -$30.5K -457 -0.7%
VV
913
Verity & Verity
South Carolina
$4.65M -$44K -659 -1%
LBC
914
Lowe Brockenbrough & Co
Virginia
$4.63M -$28.9K -432 -0.7%
LI
915
Lafayette Investments
Maryland
$4.63M -$28.4K -425 -0.7%
MWM
916
Moran Wealth Management
Florida
$4.62M +$1.52M +22,704 +54%
SIC
917
Sigma Investment Counselors
Michigan
$4.62M -$156K -2,342 -4%
PVI
918
Pine Valley Investments
New Jersey
$4.62M -$392K -5,863 -8%
BWL
919
Bogart Wealth LLC
Virginia
$4.62M -$2.65M -39,751 -38%
CAL
920
Capital Analysts LLC
Pennsylvania
$4.59M -$869K -13,009 -17%
MOS
921
MGO One Seven
Ohio
$4.59M +$630K +9,429 +17%
DIP
922
DT Investment Partners
Pennsylvania
$4.56M
PAI
923
Pittenger & Anderson Inc
Nebraska
$4.55M +$106K +1,588 +3%
FWIA
924
Fort Washington Investment Advisors
Ohio
$4.54M -$20K -300 -0.5%
WIC
925
WealthBridge Investment Counsel
Alberta, Canada
$4.5M -$20K -300 -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.