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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 %
MSA
1101
Marino Stram & Associates
Massachusetts
$2.99M -$15.3K -213 -0.5%
TBT
1102
Texas Bank & Trust
Texas
$2.99M +$181K +2,533 +6%
SAM
1103
Smartleaf Asset Management
Massachusetts
$2.99M +$287K +4,078 +11%
IIM
1104
Ipswich Investment Management
Massachusetts
$2.97M -$143K -2,000 -5%
COI
1105
Connable Office Inc
Michigan
$2.97M -$31.8K -444 -1%
FWCM
1106
Ferguson Wellman Capital Management
Oregon
$2.96M +$1.07M +14,982 +57%
AMBIA
1107
Allen Mooney & Barnes Investment Advisors
Georgia
$2.95M -$13.3K -185 -0.4%
FAT
1108
First American Trust
California
$2.95M -$465K -6,497 -14%
MWM
1109
Mission Wealth Management
California
$2.95M +$269K +3,757 +10%
EWM
1110
EPG Wealth Management
Georgia
$2.94M +$1.5M +20,951 +104%
WBC
1111
West Branch Capital
Massachusetts
$2.93M +$367K +5,128 +14%
AMI
1112
Amica Mutual Insurance
Rhode Island
$2.93M -$1.39M -19,424 -32%
MSAM
1113
Moloney Securities Asset Management
Missouri
$2.93M -$568K -7,937 -16%
SIC
1114
Shoker Investment Counsel
Ohio
$2.93M +$75.7K +1,057 +3%
WKWM
1115
Walter & Keenan Wealth Management
Indiana
$2.92M +$50.5K +705 +2%
BJL
1116
Brighton Jones LLC
Washington
$2.91M +$115K +1,610 +4%
BDS
1117
Banco de Sabadell
Florida
$2.9M +$152K +2,122 +6%
CI
1118
CX Institutional
Indiana
$2.9M -$6.07M -84,821 -68%
PF
1119
Phoenix Financial
Israel
$2.9M -$40.8K -567 -1%
IBOK
1120
Independence Bank of Kentucky
Kentucky
$2.9M -$97.3K -1,358 -3%
AAM
1121
Azzad Asset Management
Virginia
$2.89M +$2.89M +40,379 New
BTD
1122
BankPlus Trust Department
Mississippi
$2.88M +$37.2K +520 +1%
DWT
1123
Dorsey & Whitney Trust
South Dakota
$2.86M +$509K +7,113 +22%
LIA
1124
LBMC Investment Advisors
Tennessee
$2.86M +$106K +1,487 +4%
HIC
1125
Holderness Investments Company
North Carolina
$2.85M -$11K -154 -0.4%
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