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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 %
MFS
1051
Mattson Financial Services
Michigan
$3.32M +$370K +5,164 +13%
IAS
1052
Insigneo Advisory Services
Florida
$3.32M +$174K +2,428 +6%
CCB
1053
Country Club Bank
Missouri
$3.31M +$2.67K +38 +0.1%
SW
1054
Simplicity Wealth
New Jersey
$3.3M +$2.9M +40,530 +724%
CCIA
1055
Cherry Creek Investment Advisors
Colorado
$3.3M -$4.94K -69 -0.1%
EIA
1056
Edgemoor Investment Advisors
Maryland
$3.29M – – –
BFO
1057
Boston Family Office
Massachusetts
$3.29M -$40.8K -570 -1%
DS
1058
DRW Securities
Illinois
$3.29M +$2.06M +28,790 +168%
JCM
1059
Janney Capital Management
Pennsylvania
$3.28M -$112K -1,564 -3%
AFG
1060
Atomi Financial Group
New York
$3.27M +$1.11M +15,489 +51%
ACM
1061
Aurdan Capital Management
Pennsylvania
$3.27M -$1.84M -25,650 -36%
AIM
1062
Avity Investment Management
Connecticut
$3.27M -$98.8K -1,380 -3%
CIA
1063
Cape Investment Advisory
Georgia
$3.27M +$140K +1,950 +4%
VCM
1064
Violich Capital Management
California
$3.25M – – –
CIAS
1065
CFS Investment Advisory Services
New Jersey
$3.25M -$43.1K -602 -1%
HI
1066
Harbour Investments
Wisconsin
$3.23M +$97.5K +1,361 +3%
HIM
1067
Harbour Investment Management
Washington
$3.23M -$21.6K -300 -0.7%
TTWM
1068
TCV Trust & Wealth Management
Virginia
$3.22M -$50.1K -700 -2%
FMB
1069
Field & Main Bank
Kentucky
$3.22M +$92K +1,285 +3%
BBWA
1070
Bell & Brown Wealth Advisors
California
$3.21M +$56.8K +793 +2%
PCA
1071
Providence Capital Advisors
North Carolina
$3.21M +$27.4K +383 +0.9%
FFM
1072
Forum Financial Management
Illinois
$3.21M -$117K -1,630 -4%
HW
1073
Hancock Whitney
Mississippi
$3.2M -$169K -2,353 -5%
SWP
1074
Sagespring Wealth Partners
Tennessee
$3.19M +$568K +7,933 +22%
GCM
1075
Gables Capital Management
Florida
$3.19M -$7.16K -100 -0.2%
41 42
43
44 45