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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
SMA
1376
Sage Mountain Advisors
Georgia
$1.79M +$247K +3,702 +17%
ECA
1377
Elevate Capital Advisors
Colorado
$1.79M +$42.3K +634 +3%
OAM
1378
OP Asset Management
$1.79M +$1.67M +24,958 New
LCG
1379
Lakeshore Capital Group
Illinois
$1.78M +$91.6K +1,372 +6%
MMPW
1380
Mitchell McLeod Pugh & Williams
Alabama
$1.78M +$1.07K +16 +0.1%
DGM
1381
Delta Global Management
New York
$1.77M +$1.65M +24,744 New
SSW
1382
Smith Shellnut Wilson
Mississippi
$1.77M
NL
1383
Navalign LLC
California
$1.77M +$19.4K +290 +1%
PHS
1384
Pekin Hardy Strauss
Illinois
$1.77M +$31.3K +469 +2%
SSI
1385
Scott & Selber Inc
Texas
$1.77M +$113K +1,695 +7%
AIA
1386
AIMZ Investment Advisors
California
$1.76M -$6.68K -100 -0.4%
Dodge & Cox
1387
Dodge & Cox
California
$1.76M
CA
1388
Claro Advisors
Massachusetts
$1.76M -$48K -719 -3%
HFBOT
1389
Home Federal Bank of Tennessee
Tennessee
$1.76M
SFO
1390
Stokes Family Office
Louisiana
$1.76M -$30.7K -460 -2%
SNBOSD
1391
Security National Bank of So Dak
Iowa
$1.75M +$24.8K +372 +2%
SQA
1392
Simon Quick Advisors
New Jersey
$1.75M +$370K +5,544 +29%
OBGC
1393
O'Brien Greene & Co
Pennsylvania
$1.75M
BB
1394
Burford Brothers
Texas
$1.75M -$2.34K -35 -0.1%
FC
1395
Financial Council
Maryland
$1.74M
BWAM
1396
Boyd Watterson Asset Management
Ohio
$1.74M -$11K -165 -0.7%
AIIMS
1397
Analyst IMS Investment Management Services
Israel
$1.74M -$138K -2,069 -8%
SFS
1398
Stiles Financial Services
Minnesota
$1.74M -$2.67K -40 -0.2%
DDC
1399
DF Dent & Co
Maryland
$1.74M -$1.01M -15,133 -38%
IA
1400
IFC Advisors
California
$1.74M +$287K +4,302 +22%

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.