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
BWP
1301
BSW Wealth Partners
Colorado
$2.05M -$103K -1,535 -5%
BP
1302
BBR Partners
New York
$2.05M -$10.9K -163 -0.6%
VAS
1303
Valicenti Advisory Services
New York
$2.04M -$15.4K -230 -0.8%
LCM
1304
LVM Capital Management
Michigan
$2.04M -$67 -1 -0%
KP
1305
Keel Point
Alabama
$2.04M +$219K +3,279 +13%
AFS
1306
Access Financial Services
Minnesota
$2.04M +$492K +7,360 +35%
MSFP
1307
Mark Sheptoff Financial Planning
Connecticut
$2.04M -$4.67K -70 -0.2%
PL
1308
Perpetual Ltd
Australia
$2.04M
JWA
1309
JFS Wealth Advisors
Pennsylvania
$2.04M +$66.5K +996 +4%
VC
1310
Veracity Capital
Georgia
$2.03M -$111K -1,656 -6%
AWP
1311
Accretive Wealth Partners
New Jersey
$2.03M +$295K +4,418 +18%
BAAM
1312
Baker Avenue Asset Management
California
$2.03M +$1.21M +18,131 +178%
HIP
1313
Harrell Investment Partners
Texas
$2.03M +$274K +4,099 +17%
CCWM
1314
Correct Capital Wealth Management
Missouri
$2.02M +$93.6K +1,401 +5%
WWM
1315
Wolff Wiese Magana
California
$2.02M +$60.2K +902 +3%
LWP
1316
LMG Wealth Partners
Louisiana
$2.02M +$6.54K +98 +0.3%
BE
1317
Bonness Enterprises
District of Columbia
$2.01M -$100K -1,500 -5%
PFBT
1318
Parkside Financial Bank & Trust
Missouri
$2.01M +$174K +2,599 +10%
WFS
1319
Widmann Financial Services
Maryland
$2.01M +$36K +539 +2%
LC
1320
Lindbrook Capital
California
$2.01M +$113K +1,688 +6%
EFMC
1321
Empire Financial Management Company
New York
$2M -$5.01K -75 -0.3%
SCM
1322
Schnieders Capital Management
California
$2M -$74.5K -1,116 -4%
SCP
1323
Stamos Capital Partners
California
$2M -$1.38M -20,590 -42%
SB
1324
Sunflower Bank
Texas
$1.99M +$23.6K +353 +1%
SWM
1325
SeaCrest Wealth Management
New York
$1.99M -$63.5K -951 -3%

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.