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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 %
AIP
1001
Ameritas Investment Partners
Nebraska
$3.68M -$521K -7,278 -12%
CTI
1002
Community Trust & Investment
Kentucky
$3.67M -$126K -1,762 -3%
SM
1003
Sciencast Management
New Jersey
$3.67M +$471K +6,583 +15%
BIM
1004
Bridges Investment Management
Nebraska
$3.67M -$265K -3,698 -7%
NP
1005
Nilsine Partners
Colorado
$3.67M +$382K +5,329 +12%
CAM
1006
Cozad Asset Management
Illinois
$3.65M -$68.8K -960 -2%
KIA
1007
KCM Investment Advisors
California
$3.64M -$70.3K -981 -2%
SCA
1008
St. Clair Advisors
Ohio
$3.64M – – –
MIM
1009
MTM Investment Management
South Carolina
$3.64M +$10.3K +144 +0.3%
PWAM
1010
Papamarkou Wellner Asset Management
New York
$3.64M +$4.87K +68 +0.1%
VCA
1011
Verdence Capital Advisors
Maryland
$3.63M -$44.7K -624 -1%
HIP
1012
HUB Investment Partners
Texas
$3.62M +$30.6K +427 +0.9%
MSFS
1013
Main Street Financial Solutions
Pennsylvania
$3.62M +$1.81M +25,269 +100%
HDIM
1014
Hanson & Doremus Investment Management
Vermont
$3.61M +$495K +6,917 +16%
TWP
1015
Tyche Wealth Partners
Texas
$3.59M +$46.3K +646 +1%
EWM
1016
Empirical Wealth Management
Washington
$3.58M +$785K +10,967 +28%
KCPG
1017
Kavar Capital Partners Group
Kansas
$3.58M +$3.65K +51 +0.1%
WC
1018
Woodstock Corp
Massachusetts
$3.57M -$35.2K -492 -1%
MCB
1019
Morton Community Bank
Illinois
$3.55M -$27.9K -390 -0.8%
LWM
1020
LongView Wealth Management
Georgia
$3.53M +$7.16K +100 +0.2%
CHJWM
1021
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.52M -$50K -698 -1%
MCM
1022
Mengis Capital Management
Oregon
$3.52M -$6.23K -87 -0.2%
NS
1023
NBC Securities
Alabama
$3.52M +$3.51M +49,086 +106,709%
NG
1024
Norden Group
Utah
$3.51M -$296K -4,133 -8%
SG
1025
StoneX Group
New York
$3.5M -$218K -3,031 -6%
39 40
41
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