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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
PWG
1101
Portside Wealth Group
Utah
$3.07M +$161K +2,412 +6%
BT
1102
Banque Transatlantique
France
$3.07M -$2.03M -30,342 -41%
FNT
1103
First National Trust
Pennsylvania
$3.05M -$22.8K -341 -0.8%
JIP
1104
Jaffetilchin Investment Partners
Florida
$3.05M +$38.1K +571 +1%
PAM
1105
Palisade Asset Management
Minnesota
$3.04M -$73.5K -1,100 -3%
TIM
1106
Tikehau Investment Management
France
$3.04M -$194K -2,906 -6%
TBNY
1107
Trustco Bank (New York)
New York
$3.03M -$36.5K -547 -1%
GD
1108
Grandfield & Dodd
New York
$3.03M -$25.7K -385 -0.9%
WWM
1109
Western Wealth Management
Colorado
$3.02M -$123K -1,837 -4%
LS
1110
Leelyn Smith
Illinois
$3.01M -$25.2K -378 -0.9%
IC
1111
Inscription Capital
Texas
$3.01M +$3.29M +49,229 New
PA
1112
Profund Advisors
Maryland
$3.01M +$364K +5,447 +15%
MSA
1113
Marino Stram & Associates
Massachusetts
$2.99M -$14.2K -213 -0.5%
TBT
1114
Texas Bank & Trust
Texas
$2.99M +$169K +2,533 +6%
SAM
1115
Smartleaf Asset Management
Massachusetts
$2.99M +$272K +4,078 +11%
LSA
1116
Leonteq Securities AG
Switzerland
$2.98M -$1.81M -27,145 -39%
IIM
1117
Ipswich Investment Management
Massachusetts
$2.97M -$134K -2,000 -5%
COI
1118
Connable Office Inc
Michigan
$2.97M -$29.7K -444 -1%
FWCM
1119
Ferguson Wellman Capital Management
Oregon
$2.96M +$1M +14,982 +57%
AMBIA
1120
Allen Mooney & Barnes Investment Advisors
Georgia
$2.95M -$12.4K -185 -0.4%
FAT
1121
First American Trust
California
$2.95M -$434K -6,497 -14%
MWM
1122
Mission Wealth Management
California
$2.95M +$251K +3,757 +10%
EWM
1123
EPG Wealth Management
Georgia
$2.94M +$1.4M +20,951 +104%
WBC
1124
West Branch Capital
Massachusetts
$2.93M +$342K +5,128 +14%
AMI
1125
Amica Mutual Insurance
Rhode Island
$2.93M -$1.3M -19,424 -32%

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.