We are live on ! Find out more
KO icon

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
VCM
1076
Violich Capital Management
California
$3.25M
CIAS
1077
CFS Investment Advisory Services
New Jersey
$3.25M -$40.2K -602 -1%
HI
1078
Harbour Investments
Wisconsin
$3.23M +$90.9K +1,361 +3%
HIM
1079
Harbour Investment Management
Washington
$3.23M -$20K -300 -0.7%
TTWM
1080
TCV Trust & Wealth Management
Virginia
$3.22M -$46.7K -700 -2%
FMB
1081
Field & Main Bank
Kentucky
$3.22M +$85.8K +1,285 +3%
BBWA
1082
Bell & Brown Wealth Advisors
California
$3.21M +$53K +793 +2%
PCA
1083
Providence Capital Advisors
North Carolina
$3.21M +$25.6K +383 +0.9%
FFM
1084
Forum Financial Management
Illinois
$3.21M -$109K -1,630 -4%
HW
1085
Hancock Whitney
Mississippi
$3.2M -$157K -2,353 -5%
SWP
1086
Sagespring Wealth Partners
Tennessee
$3.19M +$530K +7,933 +22%
GCM
1087
Gables Capital Management
Florida
$3.19M -$6.68K -100 -0.2%
CCIA
1088
Campbell & Co Investment Adviser
Maryland
$3.18M +$1.03M +15,492 +54%
MMHP
1089
Murphy Middleton Hinkle & Parker
Georgia
$3.16M -$1K -15 -0%
RBI
1090
Raiffeisen Bank International
Austria
$3.15M -$39.6K -593 -1%
PIA
1091
Perennial Investment Advisors
California
$3.15M +$11.5K +172 +0.4%
SSB
1092
Sandy Spring Bank
Maryland
$3.13M -$925K -13,851 -24%
NWM
1093
Northcape Wealth Management
New York
$3.11M -$49.6K -742 -2%
FPB
1094
First PREMIER Bank
South Dakota
$3.11M -$261K -3,904 -8%
SIAG
1095
Signet Investment Advisory Group
Rhode Island
$3.1M +$49K +733 +2%
BB
1096
Busey Bank
Illinois
$3.08M +$51.6K +773 +2%
CIA
1097
Citadel Investment Advisory
Ohio
$3.08M -$3.94K -59 -0.1%
RCM
1098
Radnor Capital Management
Pennsylvania
$3.08M
CCM
1099
Chickasaw Capital Management
Tennessee
$3.08M -$2.67K -40 -0.1%
WAP
1100
Wealthcare Advisory Partners
Pennsylvania
$3.07M +$39K +584 +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.