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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 %
NG
1201
Northstar Group
New York
$2.47M -$54.8K -765 -2%
MWA
1202
MFA Wealth Advisors
Pennsylvania
$2.46M +$2.79K +39 +0.1%
RCG
1203
Regatta Capital Group
California
$2.46M -$5.23K -73 -0.2%
CF
1204
Centaurus Financial
California
$2.45M -$56.3K -786 -2%
AC
1205
Avestar Capital
New York
$2.45M +$211K +2,930 +9%
AWA
1206
Aaron Wealth Advisors
Illinois
$2.45M +$161K +2,250 +7%
AA
1207
Armis Advisers
Georgia
$2.45M +$1.2M +16,638 +96%
TIM
1208
Thompson Investment Management
Wisconsin
$2.44M – – –
IIA
1209
ICW Investment Advisors
Arizona
$2.44M -$215 -3 -0%
NIM
1210
Northeast Investment Management
Massachusetts
$2.43M -$46.6K -650 -2%
PFA
1211
Pathway Financial Advisers
Indiana
$2.42M -$43.5K -608 -2%
RMAM
1212
Raab & Moskowitz Asset Management
New Jersey
$2.41M -$390K -5,440 -14%
BIG
1213
Brooklyn Investment Group
New York
$2.41M -$119K -1,657 -5%
RFM
1214
Royal Fund Management
Florida
$2.41M +$80.7K +1,124 +3%
NFC
1215
Northeast Financial Consultants
Connecticut
$2.41M – – –
RMSCM
1216
R.M. Sincerbeaux Capital Management
New York
$2.4M +$21.5K +300 +0.9%
FBT
1217
First Bankers Trust
Kentucky
$2.4M -$407K -5,678 -14%
FHA
1218
Flagship Harbor Advisors
Massachusetts
$2.4M -$50.3K -703 -2%
VIP
1219
Vista Investment Partners
Oklahoma
$2.39M +$558K +7,793 +30%
SMC
1220
Smith, Moore & Co
Missouri
$2.39M -$70.1K -979 -3%
FFS
1221
Founders Financial Securities
Maryland
$2.38M +$365K +5,087 +18%
MGWM
1222
Marks Group Wealth Management
Minnesota
$2.38M +$53.4K +745 +2%
PWS
1223
Proactive Wealth Strategies
Georgia
$2.38M +$69.8K +974 +3%
CLA
1224
Carnegie Lake Advisors
New Jersey
$2.38M +$35.8K +500 +2%
UWP
1225
Uniting Wealth Partners
Kansas
$2.37M – – –
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