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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 %
ISL
926
Ingalls & Snyder LLC
New York
$4.45M -$334K -4,668 -7%
EI
927
Ethic Inc
New York
$4.45M +$493K +6,853 +12%
AP
928
Arlington Partners
Alabama
$4.43M +$780K +10,895 +21%
PGAM
929
Princeton Global Asset Management
New Jersey
$4.4M -$1.22K -17 -0%
SSWM
930
Smith Salley Wealth Management
North Carolina
$4.39M +$79.1K +1,104 +2%
OAM
931
Oppenheimer Asset Management
New York
$4.38M -$2.36M -32,984 -35%
BHWM
932
Bar Harbor Wealth Management
New Hampshire
$4.36M -$81.9K -1,144 -2%
NSIM
933
North Star Investment Management
Illinois
$4.35M – – –
CG
934
Caprock Group
Idaho
$4.35M +$254K +3,515 +6%
CIA
935
Choate Investment Advisors
Massachusetts
$4.34M -$46.6K -650 -1%
BOH
936
Bank of Hawaii
Hawaii
$4.34M +$390K +5,439 +10%
SFG
937
Stonebridge Financial Group
Pennsylvania
$4.34M +$374K +5,223 +9%
RCA
938
Riverview Capital Advisers
Massachusetts
$4.34M -$6.02K -84 -0.1%
SAM
939
Shell Asset Management
Netherlands
$4.3M -$129K -1,806 -3%
NRD
940
Nebula Research & Development
New York
$4.29M +$3.55M +49,630 +483%
JFL
941
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.29M -$14.3K -200 -0.3%
PP
942
PDS Planning
Ohio
$4.29M +$128K +1,785 +3%
MCA
943
MSH Capital Advisors
Arizona
$4.28M +$10.4K +145 +0.2%
BC
944
Burney Company
Virginia
$4.27M -$20.3K -283 -0.5%
CAMV
945
Concord Asset Management (Virginia)
Virginia
$4.27M -$623K -8,497 -13%
JWBC
946
J.W. Burns & Co
New York
$4.2M -$51.9K -725 -1%
CCG
947
Chatham Capital Group
Georgia
$4.19M -$115K -1,602 -3%
CI
948
Capital International
California
$4.18M +$1.02M +14,269 +32%
TCOV
949
Trust Company of Vermont
Vermont
$4.18M -$730K -10,186 -15%
SBIA
950
Sheaff Brock Investment Advisors
Indiana
$4.17M +$69.5K +970 +2%
36 37
38
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