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Coca-Cola
KO

Overview Fund Activity

3,321 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,236 increasing their positions, 1,384 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,321
Holders Change
+78
Holders Change %
+2.41%
% of All Funds
45.1%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
257
Increased
1,236
Reduced
1,384
Closed
117
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$1.21B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.17B
3
Boston Partners
Boston Partners
Massachusetts
+$642M
4
BlackRock
BlackRock
New York
+$482M
5
Bank of America
Bank of America
North Carolina
+$428M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.17B
2
Citadel Advisors
Citadel Advisors
Florida
-$684M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$423M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$328M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
SNBOSD
1376
Security National Bank of So Dak
Iowa
$1.75M +$26.6K +372 +2%
SQA
1377
Simon Quick Advisors
New Jersey
$1.75M +$397K +5,544 +29%
OBGC
1378
O'Brien Greene & Co
Pennsylvania
$1.75M – – –
BB
1379
Burford Brothers
Texas
$1.75M -$2.51K -35 -0.1%
FC
1380
Financial Council
Maryland
$1.74M – – –
BWAM
1381
Boyd Watterson Asset Management
Ohio
$1.74M -$11.8K -165 -0.7%
AIIMS
1382
Analyst IMS Investment Management Services
Israel
$1.74M -$148K -2,069 -8%
SFS
1383
Stiles Financial Services
Minnesota
$1.74M -$2.87K -40 -0.2%
DDC
1384
DF Dent & Co
Maryland
$1.74M -$1.08M -15,133 -38%
IA
1385
IFC Advisors
California
$1.74M +$308K +4,302 +22%
AGA
1386
Accuvest Global Advisors
Utah
$1.73M +$1.73M +24,195 New
GB
1387
Goepper Burkhardt
South Carolina
$1.73M +$5.37K +75 +0.3%
NL
1388
NWAM LLC
Washington
$1.73M -$226K -3,155 -12%
SCA
1389
STALEY CAPITAL ADVISERS
Pennsylvania
$1.73M – – –
CNC
1390
Citizens & Northern Corp
Pennsylvania
$1.72M -$24.9K -348 -1%
IIC
1391
Ironwood Investment Counsel
Arizona
$1.72M -$31.9K -446 -2%
FAIM
1392
Financial Advocates Investment Management
Washington
$1.72M -$339K -4,733 -16%
SWA
1393
Stratos Wealth Advisors
Ohio
$1.72M -$76.2K -1,064 -4%
NFG
1394
Nations Financial Group
Iowa
$1.71M +$47K +656 +3%
IC
1395
Iconiq Capital
California
$1.71M +$951K +13,280 +125%
SAF
1396
Smith Anglin Financial
Texas
$1.71M +$13.4K +187 +0.8%
CWG
1397
Cornerstone Wealth Group
North Carolina
$1.71M +$33K +461 +2%
IAIM
1398
International Assets Investment Management
Florida
$1.71M -$219K -3,063 -11%
BAM
1399
Brave Asset Management
New Jersey
$1.71M -$34.2K -478 -2%
EFG
1400
Everhart Financial Group
Ohio
$1.71M +$278K +3,882 +19%
54 55
56
57 58