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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
AWE
1276
Avidian Wealth Enterprises
Texas
$2.19M -$251K -3,755 -11%
EB
1277
Exchange Bank
California
$2.18M -$25K -374 -1%
ATC
1278
Adirondack Trust Company
New York
$2.18M -$41K -614 -2%
WAS
1279
Winch Advisory Services
Wisconsin
$2.18M -$534 -8 -0%
RWP
1280
Ridgecrest Wealth Partners
California
$2.18M +$43.4K +650 +2%
CTC
1281
Cetera Trust Company
Minnesota
$2.16M
OFS
1282
OneAscent Financial Services
Alabama
$2.16M +$1.2M +17,971 +147%
CFM
1283
Catalyst Funds Management
Australia
$2.15M -$969K -14,505 -33%
KFBMI
1284
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.15M
MM
1285
Meridian Management
Arkansas
$2.14M -$20.2K -302 -1%
SIM
1286
Stratos Investment Management
Ohio
$2.14M +$393K +5,886 +24%
TCM
1287
Tang Capital Management
California
$2.13M +$671K +10,048 +51%
OWP
1288
Obermeyer Wealth Partners
Colorado
$2.13M -$156K -2,333 -7%
IB
1289
Intrust Bank
Kansas
$2.13M +$36K +539 +2%
GWP
1290
Gen-Wealth Partners
Michigan
$2.1M +$70.3K +1,053 +4%
TF
1291
Tompkins Financial
New York
$2.1M
MAWAG
1292
Mid-American Wealth Advisory Group
Missouri
$2.1M -$251K -3,756 -11%
FCP
1293
Fidelis Capital Partners
Florida
$2.08M +$1.34K +20 +0.1%
HWMO
1294
Heritage Wealth Management (Ohio)
Ohio
$2.08M -$26.7K -400 -1%
WT
1295
Washington Trust
Rhode Island
$2.07M -$8.41K -126 -0.4%
SWM
1296
Silverlake Wealth Management
Vermont
$2.07M -$10.9K -163 -0.6%
LRPA
1297
L. Roy Papp & Associates
Arizona
$2.07M +$6.88K +103 +0.4%
DCM
1298
Davis Capital Management
Florida
$2.07M +$60.3K +903 +3%
CIS
1299
Capital International Sarl
California
$2.06M +$74.7K +1,118 +4%
CMI
1300
Clare Market Investments
Texas
$2.06M +$28.4K +425 +2%

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.