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Coca-Cola
KO

Overview Fund Activity

3,322 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 258 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
3,322
Holders Change
+79
Holders Change %
+2.44%
% of All Funds
45.11%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
258
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 %
HNWAG
1426
High Net Worth Advisory Group
Florida
$1.62M -$24.4K -341 -1%
SWM
1427
Segment Wealth Management
Texas
$1.62M -$37.4K -522 -2%
GPA
1428
Garrison Point Advisors
California
$1.62M +$48.8K +681 +3%
ESB
1429
Essex Savings Bank
Connecticut
$1.62M +$149K +2,085 +10%
BOPW
1430
Brandywine Oak Private Wealth
Pennsylvania
$1.62M -$68.2K -952 -4%
CFP
1431
Catalyst Financial Partners
Massachusetts
$1.62M +$66.9K +934 +4%
BIG
1432
Brookwood Investment Group
Arizona
$1.61M +$1.61M +22,499 New
I
1433
INVST
Indiana
$1.61M -$763K -10,648 -32%
WC
1434
Westhampton Capital
North Carolina
$1.61M -$85.9K -1,200 -5%
PWAM
1435
Private Wealth Asset Management
Iowa
$1.61M +$1.61M +22,430 New
JWM
1436
JGP Wealth Management
Oregon
$1.61M -$22.6K -316 -1%
GFA
1437
Gallagher Fiduciary Advisors
Illinois
$1.6M +$23.5K +328 +1%
HCM
1438
Hall Capital Management
Rhode Island
$1.59M -$264K -3,680 -14%
UAS
1439
United Asset Strategies
New York
$1.59M -$1.33M -18,618 -46%
GWSG
1440
GPS Wealth Strategies Group
Colorado
$1.59M -$388K -5,421 -20%
RGC
1441
Roberts, Glore & Co
Illinois
$1.59M -$122K -1,706 -7%
SXL
1442
Summit X LLC
Missouri
$1.59M -$68K -950 -4%
1CP
1443
17 Capital Partners
Arizona
$1.59M – – –
SAM
1444
Summit Asset Management
Tennessee
$1.58M – – –
BIA
1445
Beacon Investment Advisors
Maryland
$1.58M +$645 +9 +0%
SAIG
1446
Semper Augustus Investments Group
Colorado
$1.58M -$19.6K -273 -1%
LGG
1447
Luts & Greenleigh Group
Maryland
$1.58M +$430 +6 +0%
TA
1448
TCM Advisors
West Virginia
$1.57M -$1.42M – –
WAL
1449
W Advisors LLC
Tennessee
$1.57M +$11K +153 +0.7%
JGIA
1450
Jackson Grant Investment Advisers
Connecticut
$1.57M +$3.15K +44 +0.2%
56 57
58
59 60