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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
NGA
1351
Naples Global Advisors
Florida
$1.89M -$58.6K -877 -3%
MRP
1352
Measured Risk Portfolios
California
$1.88M -$88.8K -1,329 -5%
BCM
1353
Boltwood Capital Management
California
$1.88M -$19.7K -295 -1%
CP
1354
CenterBook Partners
Connecticut
$1.88M -$11.1M -165,520 -86%
EWA
1355
EverSource Wealth Advisors
Alabama
$1.87M +$666K +9,977 +62%
MEAC
1356
M.E. Allison & Co
Texas
$1.87M -$60.6K -908 -3%
MCM
1357
Moore Capital Management
New York
$1.86M +$1.74M +26,036 New
AWAG
1358
ARS Wealth Advisors Group
Florida
$1.86M -$43.5K -651 -2%
IJWM
1359
Inman Jager Wealth Management
Mississippi
$1.86M +$82.7K +1,239 +5%
KTC
1360
Kentucky Trust Company
Kentucky
$1.86M -$26.4K -395 -1%
M1FG
1361
Mach-1 Financial Group
Arkansas
$1.86M +$1.73M +25,949 New
WG
1362
Wealth Group
North Carolina
$1.85M +$16.7K +250 +1%
MCM
1363
Manchester Capital Management
Vermont
$1.84M -$25.3K -379 -1%
AMIM
1364
Aull & Monroe Investment Management
Alabama
$1.84M -$33.4K -500 -2%
FBT
1365
First Bank & Trust
South Dakota
$1.84M -$15.9K -238 -0.9%
TCM
1366
TD Capital Management
Tennessee
$1.83M
CGL
1367
Clarius Group LLC
Washington
$1.83M -$4.41K -66 -0.3%
CT
1368
Chicago Trust
Illinois
$1.83M -$201K -3,016 -11%
BHCM
1369
Brevan Howard Capital Management
Jersey
$1.82M +$1.7M +25,481 New
CSI
1370
Clark & Stuart Inc
Maine
$1.82M -$7.68K -115 -0.5%
BHC
1371
Bowen Hanes & Co
Florida
$1.82M -$61.8K -925 -4%
LW
1372
Linscomb Wealth
Texas
$1.81M +$3.41K +51 +0.2%
XF
1373
XML Financial
Maryland
$1.8M -$47.1K -705 -3%
BFA
1374
Brown Financial Advisors
Ohio
$1.8M +$9.48K +142 +0.6%
CCG
1375
Catalina Capital Group
California
$1.79M -$939K -14,056 -36%

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.