We are live on ! Find out more
KO icon

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
LG
1251
LaFleur & Godfrey
Michigan
$2.31M -$61.1K -915 -3%
DF
1252
Donoghue Forlines
Massachusetts
$2.31M +$2.15M +32,195 New
JFG
1253
Jefferies Financial Group
New York
$2.3M -$20.1M -300,880 -90%
PIM
1254
Penobscot Investment Management
Massachusetts
$2.3M -$32.7K -489 -2%
SAI
1255
Savvy Advisors Inc
New York
$2.3M -$14.4K -216 -0.7%
RC
1256
Roundview Capital
New Jersey
$2.29M -$18.2K -273 -0.8%
FIM
1257
Fruth Investment Management
Texas
$2.29M
FGAM
1258
Financial Gravity Asset Management
Texas
$2.29M +$2.14M +31,981 New
MWM
1259
Meridian Wealth Management
Kentucky
$2.28M -$581K -8,703 -22%
KFC
1260
Klingenstein Fields & Co
New York
$2.27M -$334 -5 -0%
XSC
1261
X-Square Capital
Puerto Rico
$2.26M +$30.5K +457 +1%
BMWS
1262
Brady Martz Wealth Solutions
North Dakota
$2.26M -$21.6K -323 -1%
SFCM
1263
Savoir Faire Capital Management
Connecticut
$2.24M +$2.09M +31,340 New
LA
1264
LVW Advisors
New York
$2.24M +$135K +2,025 +7%
DL
1265
DOHJ LLC
Washington
$2.23M +$137K +2,056 +7%
CCA
1266
Cobblestone Capital Advisors
New York
$2.23M -$131K -1,956 -6%
WFS
1267
Walker Financial Services
Kentucky
$2.23M +$98.2K +1,470 +5%
ACMA
1268
Arbor Capital Management (Alaska)
Alaska
$2.23M +$59.1K +885 +3%
CCP
1269
Clarkston Capital Partners
Michigan
$2.21M
SB
1270
SIG Brokerage
New York
$2.21M +$261K +3,901 +14%
EM
1271
Excalibur Management
Massachusetts
$2.2M +$88.3K +1,322 +4%
AF
1272
Atala Financial
California
$2.2M
APG
1273
Abacus Planning Group
South Carolina
$2.2M +$48K +718 +2%
SWMG
1274
Stillwater Wealth Management Group
Florida
$2.19M +$248K +3,716 +14%
OPTFSNA
1275
Old Point Trust & Financial Services N A
Virginia
$2.19M -$615K -9,206 -23%

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.