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Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
1326
Gen-Wealth Partners
Michigan
$1.76M +$89.1K +1,365 +5%
CMI
1327
Clare Market Investments
Texas
$1.76M -$121K -1,858 -6%
LWP
1328
LMG Wealth Partners
Louisiana
$1.75M +$9.46K +145 +0.5%
FFS
1329
Founders Financial Securities
Maryland
$1.75M -$18.6K -285 -1%
FFN
1330
Focus Financial Network
Minnesota
$1.75M +$43K +658 +2%
SIA
1331
Schechter Investment Advisors
Michigan
$1.75M -$114K -1,753 -6%
EFMC
1332
Empire Financial Management Company
New York
$1.74M -$27K -413 -1%
DCM
1333
Davis Capital Management
Florida
$1.74M -$12.4K -190 -0.7%
BBA
1334
Baader Bank Aktiengesellschaft
Germany
$1.72M -$528K -8,092 -23%
CIS
1335
Capital International Sarl
California
$1.72M +$1.46M +22,349 +421%
CP
1336
Cornerstone Planning
North Carolina
$1.72M +$1.81M +27,663 New
GWSG
1337
GPS Wealth Strategies Group
Colorado
$1.72M -$799K -12,247 -31%
MRP
1338
Measured Risk Portfolios
California
$1.72M +$1.8M +27,623 New
WFS
1339
Widmann Financial Services
Maryland
$1.71M +$39K +597 +2%
SB
1340
Sunflower Bank
Texas
$1.71M +$26.1K +400 +1%
JWA
1341
JFS Wealth Advisors
Pennsylvania
$1.71M -$7.83K -120 -0.4%
MKA
1342
M. Kulyk & Associates
Georgia
$1.71M +$19.9K +305 +1%
EA
1343
Eclectic Associates
California
$1.7M +$18.1K +277 +1%
WWM
1344
Wolff Wiese Magana
California
$1.7M +$65.4K +1,002 +4%
NL
1345
NWAM LLC
Washington
$1.7M -$19K -291 -1%
TA
1346
TFG Advisers
Michigan
$1.69M +$34.3K +526 +2%
SLA
1347
Silver Lake Advisory
Utah
$1.69M +$22.4K +343 +1%
NGA
1348
Naples Global Advisors
Florida
$1.68M +$19.8K +304 +1%
CBA
1349
Coastal Bridge Advisors
Connecticut
$1.68M +$6.33K +97 +0.4%
FWM
1350
Finer Wealth Management
Massachusetts
$1.68M -$131 -2 -0%

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.