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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
HDIM
1026
Hanson & Doremus Investment Management
Vermont
$3.61M +$462K +6,917 +16%
TWP
1027
Tyche Wealth Partners
Texas
$3.59M +$43.1K +646 +1%
EWM
1028
Empirical Wealth Management
Washington
$3.58M +$732K +10,967 +28%
KCPG
1029
Kavar Capital Partners Group
Kansas
$3.58M +$3.41K +51 +0.1%
WC
1030
Woodstock Corp
Massachusetts
$3.57M -$32.9K -492 -1%
MCB
1031
Morton Community Bank
Illinois
$3.55M -$26K -390 -0.8%
LWM
1032
LongView Wealth Management
Georgia
$3.53M +$6.68K +100 +0.2%
CHJWM
1033
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.52M -$46.6K -698 -1%
MCM
1034
Mengis Capital Management
Oregon
$3.52M -$5.81K -87 -0.2%
NS
1035
NBC Securities
Alabama
$3.52M +$3.28M +49,086 +106,709%
NG
1036
Norden Group
Utah
$3.51M -$276K -4,133 -8%
SG
1037
StoneX Group
New York
$3.5M -$202K -3,031 -6%
WHG
1038
Westwood Holdings Group
Texas
$3.5M -$231K -3,461 -7%
DCM
1039
Donaldson Capital Management
Indiana
$3.5M +$9.02K +135 +0.3%
NP
1040
NorthRock Partners
Minnesota
$3.48M +$50.6K +758 +2%
CFO
1041
Callan Family Office
Pennsylvania
$3.48M +$42.4K +635 +1%
WSCM
1042
Wellington Shields Capital Management
New York
$3.48M +$885K +13,250 +38%
HP
1043
Hikari Power
Japan
$3.47M
TFS
1044
Thoroughbred Financial Services
Tennessee
$3.45M +$551K +8,243 +21%
GC
1045
Gould Capital
Washington
$3.44M +$71.3K +1,067 +2%
4WM
1046
44 Wealth Management
Oregon
$3.42M +$130K +1,940 +4%
FFWA
1047
FRG Family Wealth Advisors
Washington
$3.42M
ADL
1048
Asset Dedication LLC
California
$3.41M +$35.4K +530 +1%
GIM
1049
Goelzer Investment Management
Indiana
$3.41M +$2.76M +41,278 +656%
NW
1050
Naviter Wealth
Arkansas
$3.39M -$36.8K -551 -1%

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.