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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
AO
1201
Advisor OS
Illinois
$2.53M +$107K +1,596 +5%
RPWA
1202
Regent Peak Wealth Advisors
Georgia
$2.53M -$271K -4,052 -3%
AWA
1203
Arete Wealth Advisors
Illinois
$2.53M -$594K -8,888 -20%
PDL
1204
Portfolio Design Labs
California
$2.53M -$1.01M -15,066 -30%
BFA
1205
Bragg Financial Advisors
North Carolina
$2.52M +$22K +330 +0.9%
AWM
1206
Aprio Wealth Management
Georgia
$2.52M +$218K +3,268 +10%
NCM
1207
Nelson Capital Management
California
$2.51M +$11.6K +173 +0.5%
WCM
1208
Whitener Capital Management
North Carolina
$2.49M +$32.3K +484 +1%
GCP
1209
GSA Capital Partners
United Kingdom
$2.49M +$807K +12,087 +53%
OPCM
1210
Osborne Partners Capital Management
California
$2.49M +$67 +1 +0%
MWM
1211
Massachusetts Wealth Management
Massachusetts
$2.49M -$3.34K -50 -0.1%
AMG
1212
Advisors Management Group
Wisconsin
$2.48M -$3.34K -50 -0.1%
CAC
1213
Certified Advisory Corp
Florida
$2.47M +$89.4K +1,338 +4%
NG
1214
Northstar Group
New York
$2.47M -$51.1K -765 -2%
MWA
1215
MFA Wealth Advisors
Pennsylvania
$2.46M +$2.6K +39 +0.1%
RCG
1216
Regatta Capital Group
California
$2.46M -$4.88K -73 -0.2%
CF
1217
Centaurus Financial
California
$2.45M -$52.5K -786 -2%
AC
1218
Avestar Capital
New York
$2.45M +$196K +2,930 +9%
AWA
1219
Aaron Wealth Advisors
Illinois
$2.45M +$150K +2,250 +7%
AA
1220
Armis Advisers
Georgia
$2.45M +$1.11M +16,638 +96%
TIM
1221
Thompson Investment Management
Wisconsin
$2.44M
IIA
1222
ICW Investment Advisors
Arizona
$2.44M -$200 -3 -0%
NIM
1223
Northeast Investment Management
Massachusetts
$2.43M -$43.4K -650 -2%
PFA
1224
Pathway Financial Advisers
Indiana
$2.42M -$40.6K -608 -2%
RMAM
1225
Raab & Moskowitz Asset Management
New Jersey
$2.41M -$363K -5,440 -14%

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.