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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
PAM
1151
Paradigm Asset Management
New York
$2.81M
SIC
1152
Sterling Investment Counsel
New York
$2.81M +$1.82M +27,265 +227%
CIAS
1153
Capital Investment Advisory Services
North Carolina
$2.81M +$123K +1,844 +5%
BW
1154
BIP Wealth
Georgia
$2.81M +$31.1K +466 +1%
MWM
1155
Modern Wealth Management
Kansas
$2.8M +$315K +4,717 +14%
DCM
1156
Dudley Capital Management
Virginia
$2.8M -$65.8K -985 -2%
SAM
1157
Secure Asset Management
Michigan
$2.8M +$279K +4,178 +12%
AA
1158
Ancora Advisors
Ohio
$2.79M +$238K +3,564 +10%
CCM
1159
Campbell Capital Management
Florida
$2.79M -$72.1K -1,080 -3%
VA
1160
Valmark Advisers
Ohio
$2.79M -$150K -2,242 -5%
Koshinski Asset Management
1161
Koshinski Asset Management
Illinois
$2.79M +$533K +7,988 +26%
MWA
1162
Meridian Wealth Advisors
Texas
$2.79M -$262K -3,916 -9%
BWP
1163
Baldwin Wealth Partners
Massachusetts
$2.77M -$508K -7,608 -16%
MASUI
1164
MIRAE ASSET SECURITIES (USA) INC.
New York
$2.76M -$10.9M -163,042 -81%
CFO
1165
CVA Family Office
Colorado
$2.76M +$77.2K +1,156 +3%
SLI
1166
Sumitomo Life Insurance
Japan
$2.75M -$39K -584 -1%
DWM
1167
DecisionMap Wealth Management
Virginia
$2.75M -$211K -3,160 -8%
ACM
1168
Allred Capital Management
Texas
$2.74M +$19.2K +288 +0.8%
WPW
1169
Waldron Private Wealth
Pennsylvania
$2.73M -$1.5M -22,523 -37%
BTW
1170
Boston Trust Walden
Massachusetts
$2.73M -$1.67K -25 -0.1%
LA
1171
Legacy Advisors
Pennsylvania
$2.71M +$715K +10,705 +40%
JCM
1172
Jag Capital Management
Missouri
$2.7M -$144K -2,149 -5%
TS
1173
Triglav Skladi
Slovenia
$2.69M +$328K +4,908 +15%
HBT
1174
Hills Bank & Trust
Iowa
$2.66M +$5.81K +87 +0.2%
KFP
1175
Keystone Financial Planning
Ohio
$2.66M

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.