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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
RZH
1176
Relyea Zuckerberg Hanson
Connecticut
$2.65M +$98.9K +1,481 +4%
MC
1177
Mathes Company
New York
$2.65M +$94.4K +1,413 +4%
SBH
1178
Segall Bryant & Hamill
Illinois
$2.65M -$15.3K -229 -0.6%
CAMG
1179
CWA Asset Management Group
Florida
$2.65M +$1.18M +17,617 +91%
GFA
1180
Gifford Fong Associates
California
$2.65M
FWTB
1181
First Western Trust Bank
Colorado
$2.64M +$10.6K +159 +0.4%
LFG
1182
Larson Financial Group
Missouri
$2.63M -$25.8K -386 -1%
BAM
1183
Belpointe Asset Management
Nevada
$2.63M +$453K +6,784 +23%
SIA
1184
Schechter Investment Advisors
Michigan
$2.63M +$576K +8,619 +31%
FNFDCM
1185
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.62M -$3K -45 -0.1%
YCG
1186
Yeomans Consulting Group
Georgia
$2.61M -$139K -2,079 -5%
MCM
1187
Mill Capital Management
North Carolina
$2.6M -$501K -7,500 -17%
NFSG
1188
Newbridge Financial Services Group
Florida
$2.59M +$633K +9,473 +35%
CPIG
1189
Chicago Partners Investment Group
Illinois
$2.59M -$59.3K -888 -2%
FMC
1190
First Merchants Corp
Indiana
$2.58M +$61.6K +922 +3%
PTC
1191
Private Trust Company
Ohio
$2.58M +$44.7K +669 +2%
TGAM
1192
TBH Global Asset Management
Tennessee
$2.58M -$467 -7 -0%
CAM
1193
Cacti Asset Management
Georgia
$2.58M
NB
1194
Nicolet Bankshares
Wisconsin
$2.57M -$37.7K -565 -2%
IAMOG
1195
Investors Asset Management of Georgia
Georgia
$2.56M -$15.8K -236 -0.7%
AOI
1196
Auto-Owners Insurance
Michigan
$2.56M -$36.1M -539,968 -94%
III
1197
Independent Investors Inc
New York
$2.55M -$41.7K -625 -2%
RCM
1198
RB Capital Management
Nevada
$2.54M -$173K -2,583 -7%
KCM
1199
Kerusso Capital Management
North Carolina
$2.54M +$60.2K +902 +3%
HT
1200
Heritage Trust
Oklahoma
$2.53M -$121K -1,811 -5%

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.