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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 %
WHG
1026
Westwood Holdings Group
Texas
$3.5M -$248K -3,461 -7%
DCM
1027
Donaldson Capital Management
Indiana
$3.5M +$9.67K +135 +0.3%
NP
1028
NorthRock Partners
Minnesota
$3.48M +$54.7K +758 +2%
CFO
1029
Callan Family Office
Pennsylvania
$3.48M +$45.5K +635 +1%
WSCM
1030
Wellington Shields Capital Management
New York
$3.48M +$949K +13,250 +38%
HP
1031
Hikari Power
Japan
$3.47M – – –
TFS
1032
Thoroughbred Financial Services
Tennessee
$3.45M +$590K +8,243 +21%
GC
1033
Gould Capital
Washington
$3.44M +$76.4K +1,067 +2%
4WM
1034
44 Wealth Management
Oregon
$3.42M +$139K +1,940 +4%
FFWA
1035
FRG Family Wealth Advisors
Washington
$3.42M – – –
ADL
1036
Asset Dedication LLC
California
$3.41M +$38K +530 +1%
GIM
1037
Goelzer Investment Management
Indiana
$3.41M +$2.96M +41,278 +656%
NW
1038
Naviter Wealth
Arkansas
$3.39M -$39.1K -551 -1%
BHA
1039
Beech Hill Advisors
New York
$3.39M -$119K -1,655 -3%
DK
1040
DJE Kapital
Germany
$3.38M – – –
NSEDCP
1041
NJ State Employees Deferred Compensation Plan
New Jersey
$3.38M -$344K -4,800 -9%
SA
1042
Sicart Associates
New York
$3.37M -$1.61M -22,280 -32%
IAS
1043
Investment Advisory Services
Texas
$3.37M -$16K -223 -0.5%
KWA
1044
Kingswood Wealth Advisors
California
$3.36M -$313K -4,369 -9%
VNIM
1045
Vaughan Nelson Investment Management
Texas
$3.36M – – –
CCG
1046
Cypress Capital Group
Florida
$3.36M -$434K -6,053 -11%
IA
1047
IFG Advisory
Georgia
$3.35M -$383K -5,351 -10%
WC
1048
Waterloo Capital
Texas
$3.34M +$520K +7,254 +18%
BBA
1049
BLB&B Advisors
Pennsylvania
$3.33M -$84.8K -1,184 -2%
QI
1050
Qtron Investments
Massachusetts
$3.33M +$321K +4,480 +11%
40 41
42
43 44