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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
CAIM
1001
Catherine Avery Investment Management
Florida
$3.8M +$455K +6,812 +15%
ISWM
1002
Independent Solutions Wealth Management
New York
$3.75M +$95.8K +1,435 +3%
ICP
1003
Impact Capital Partners
Colorado
$3.75M +$213K +3,192 +6%
SIG
1004
Sargent Investment Group
Maryland
$3.73M +$3.23M +48,367 +1,322%
CK
1005
Cohen Klingenstein
New York
$3.72M
BCP
1006
Blue Chip Partners
Michigan
$3.72M -$182K -2,723 -5%
DW30
1007
Drucker Wealth 3.0
New Jersey
$3.72M -$67.4K -1,009 -2%
TW
1008
TritonPoint Wealth
Maryland
$3.71M -$160K -2,397 -4%
PT
1009
Plimoth Trust
Massachusetts
$3.7M -$254K -3,800 -7%
OHWP
1010
Oak Harbor Wealth Partners
North Carolina
$3.68M +$38.7K +580 +1%
DWM
1011
Diversify Wealth Management
Utah
$3.68M +$461K +6,906 +16%
CCA
1012
Carrera Capital Advisors
Michigan
$3.68M +$216K +3,227 +7%
AIP
1013
Ameritas Investment Partners
Nebraska
$3.68M -$486K -7,278 -12%
CTI
1014
Community Trust & Investment
Kentucky
$3.67M -$118K -1,762 -3%
SM
1015
Sciencast Management
New Jersey
$3.67M +$440K +6,583 +15%
BIM
1016
Bridges Investment Management
Nebraska
$3.67M -$247K -3,698 -7%
NP
1017
Nilsine Partners
Colorado
$3.67M +$356K +5,329 +12%
CAM
1018
Cozad Asset Management
Illinois
$3.65M -$64.1K -960 -2%
KIA
1019
KCM Investment Advisors
California
$3.64M -$65.5K -981 -2%
SCA
1020
St. Clair Advisors
Ohio
$3.64M
MIM
1021
MTM Investment Management
South Carolina
$3.64M +$9.62K +144 +0.3%
PWAM
1022
Papamarkou Wellner Asset Management
New York
$3.64M +$4.54K +68 +0.1%
VCA
1023
Verdence Capital Advisors
Maryland
$3.63M -$41.7K -624 -1%
HIP
1024
HUB Investment Partners
Texas
$3.62M +$28.5K +427 +0.9%
MSFS
1025
Main Street Financial Solutions
Pennsylvania
$3.62M +$1.69M +25,269 +100%

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.