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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
AGA
1401
Accuvest Global Advisors
Utah
$1.73M +$1.62M +24,195 New
GB
1402
Goepper Burkhardt
South Carolina
$1.73M +$5.01K +75 +0.3%
NL
1403
NWAM LLC
Washington
$1.73M -$211K -3,155 -12%
SCA
1404
STALEY CAPITAL ADVISERS
Pennsylvania
$1.73M
CNC
1405
Citizens & Northern Corp
Pennsylvania
$1.72M -$23.2K -348 -1%
IIC
1406
Ironwood Investment Counsel
Arizona
$1.72M -$29.8K -446 -2%
FAIM
1407
Financial Advocates Investment Management
Washington
$1.72M -$316K -4,733 -16%
SWA
1408
Stratos Wealth Advisors
Ohio
$1.72M -$71.1K -1,064 -4%
NFG
1409
Nations Financial Group
Iowa
$1.71M +$43.8K +656 +3%
IC
1410
Iconiq Capital
California
$1.71M +$887K +13,280 +125%
SAF
1411
Smith Anglin Financial
Texas
$1.71M +$12.5K +187 +0.8%
CWG
1412
Cornerstone Wealth Group
North Carolina
$1.71M +$30.8K +461 +2%
IAIM
1413
International Assets Investment Management
Florida
$1.71M -$205K -3,063 -11%
BAM
1414
Brave Asset Management
New Jersey
$1.71M -$31.9K -478 -2%
EFG
1415
Everhart Financial Group
Ohio
$1.71M +$259K +3,882 +19%
BFA
1416
Beaumont Financial Advisors
Massachusetts
$1.7M +$46.7K +699 +3%
KFI
1417
Key Financial Inc
Pennsylvania
$1.7M -$13.4K -201 -0.8%
PWW
1418
Pettyjohn Wood & White
Virginia
$1.7M -$192K -2,875 -11%
ACP
1419
Aviance Capital Partners
Florida
$1.7M -$19.6K -294 -1%
TP
1420
Tranquility Partners
Tennessee
$1.69M
BB
1421
Bell Bank
North Dakota
$1.69M -$166K -2,492 -10%
GC
1422
Grimes & Company
Massachusetts
$1.69M +$12.4K +185 +0.8%
FSA
1423
Financial Security Advisor
Virginia
$1.69M -$30.4K -455 -2%
SPFA
1424
Summit Place Financial Advisors
New Jersey
$1.68M +$60.1K +900 +4%
MFA
1425
Mayflower Financial Advisors
Massachusetts
$1.68M -$33.3K -499 -2%

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.