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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 %
GVAG
976
Great Valley Advisor Group
Delaware
$3.87M +$245K +3,414 +7%
WTA
977
Washington Trust Advisors
Massachusetts
$3.86M -$24.7K -345 -0.6%
CW
978
CreativeOne Wealth
Kansas
$3.85M +$259K +3,616 +7%
ACM
979
Argyle Capital Management
Pennsylvania
$3.85M -$2.44K -34 -0.1%
EFM
980
E Fund Management
China
$3.84M +$695K +9,708 +22%
CA
981
Callahan Advisors
Texas
$3.83M +$64.8K +905 +2%
TYCC
982
Texas Yale Capital Corp
Florida
$3.83M +$115K +1,600 +3%
PBC
983
Pavion Blue Capital
California
$3.82M -$788 -11 -0%
Two Sigma Investments
984
Two Sigma Investments
New York
$3.82M +$379K +5,294 +11%
WPC
985
Wedmont Private Capital
Pennsylvania
$3.81M +$153K +2,144 +4%
FCM
986
Fourpath Capital Management
Oklahoma
$3.81M -$11.7K -164 -0.3%
CCA
987
Checchi Capital Advisers
California
$3.81M +$113K +1,580 +3%
LI
988
LRI Investments
Florida
$3.81M -$73.1K -1,020 -2%
UBV
989
United Bank (Virginia)
Virginia
$3.8M -$7.95K -111 -0.2%
ISWM
990
Independent Solutions Wealth Management
New York
$3.75M +$103K +1,435 +3%
ICP
991
Impact Capital Partners
Colorado
$3.75M +$229K +3,192 +6%
SIG
992
Sargent Investment Group
Maryland
$3.73M +$3.46M +48,367 +1,322%
CK
993
Cohen Klingenstein
New York
$3.72M – – –
BCP
994
Blue Chip Partners
Michigan
$3.72M -$195K -2,723 -5%
DW30
995
Drucker Wealth 3.0
New Jersey
$3.72M -$72.3K -1,009 -2%
TW
996
TritonPoint Wealth
Maryland
$3.71M -$173K -2,397 -4%
PT
997
Plimoth Trust
Massachusetts
$3.7M -$272K -3,800 -7%
OHWP
998
Oak Harbor Wealth Partners
North Carolina
$3.68M +$41.5K +580 +1%
DWM
999
Diversify Wealth Management
Utah
$3.68M +$500K +6,906 +16%
CCA
1000
Carrera Capital Advisors
Michigan
$3.68M +$233K +3,227 +7%
38 39
40
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