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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
BIG
1226
Brooklyn Investment Group
New York
$2.41M -$111K -1,657 -5%
RFM
1227
Royal Fund Management
Florida
$2.41M +$75.1K +1,124 +3%
NFC
1228
Northeast Financial Consultants
Connecticut
$2.41M
RMSCM
1229
R.M. Sincerbeaux Capital Management
New York
$2.4M +$20K +300 +0.9%
FBT
1230
First Bankers Trust
Kentucky
$2.4M -$379K -5,678 -14%
FHA
1231
Flagship Harbor Advisors
Massachusetts
$2.4M -$47K -703 -2%
VIP
1232
Vista Investment Partners
Oklahoma
$2.39M +$520K +7,793 +30%
SMC
1233
Smith, Moore & Co
Missouri
$2.39M -$65.4K -979 -3%
FFS
1234
Founders Financial Securities
Maryland
$2.38M +$340K +5,087 +18%
MGWM
1235
Marks Group Wealth Management
Minnesota
$2.38M +$49.8K +745 +2%
PWS
1236
Proactive Wealth Strategies
Georgia
$2.38M +$65K +974 +3%
CLA
1237
Carnegie Lake Advisors
New Jersey
$2.38M +$33.4K +500 +2%
UWP
1238
Uniting Wealth Partners
Kansas
$2.37M
CBTWT
1239
Community Bank & Trust (Waco, Texas)
Texas
$2.37M -$668 -10 -0%
EGM
1240
Engineers Gate Manager
New York
$2.37M +$513K +7,680 +30%
KFGK
1241
Keystone Financial Group (Kentucky)
Kentucky
$2.36M +$180K +2,691 +9%
TCA
1242
Transcend Capital Advisors
New Jersey
$2.35M +$104K +1,561 +5%
CPC
1243
Consolidated Planning Corp
Georgia
$2.35M -$133K -1,998 -6%
PCG
1244
PFC Capital Group
California
$2.35M -$126K -1,883 -5%
CCWA
1245
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.34M -$382K -5,721 -15%
AB
1246
ANB Bank
Colorado
$2.34M -$38.4K -575 -2%
RCAG
1247
Rehmann Capital Advisory Group
Michigan
$2.33M +$93.3K +1,397 +4%
PCA
1248
Peddock Capital Advisors
Massachusetts
$2.33M +$8.21K +123 +0.4%
WIC
1249
Wilkins Investment Counsel
Massachusetts
$2.32M -$13.1K -196 -0.6%
AF
1250
Arrow Financial
New York
$2.31M -$3.07K -46 -0.1%

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.