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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
JWM
1451
JGP Wealth Management
Oregon
$1.61M -$21.1K -316 -1%
GFA
1452
Gallagher Fiduciary Advisors
Illinois
$1.6M +$21.9K +328 +1%
HCM
1453
Hall Capital Management
Rhode Island
$1.59M -$246K -3,680 -14%
UAS
1454
United Asset Strategies
New York
$1.59M -$1.24M -18,618 -46%
GWSG
1455
GPS Wealth Strategies Group
Colorado
$1.59M -$362K -5,421 -20%
RGC
1456
Roberts, Glore & Co
Illinois
$1.59M -$114K -1,706 -7%
SXL
1457
Summit X LLC
Missouri
$1.59M -$63.4K -950 -4%
1CP
1458
17 Capital Partners
Arizona
$1.59M
SAM
1459
Summit Asset Management
Tennessee
$1.58M
BIA
1460
Beacon Investment Advisors
Maryland
$1.58M +$601 +9 +0%
SAIG
1461
Semper Augustus Investments Group
Colorado
$1.58M -$18.2K -273 -1%
LGG
1462
Luts & Greenleigh Group
Maryland
$1.58M +$401 +6 +0%
TA
1463
TCM Advisors
West Virginia
$1.57M
WAL
1464
W Advisors LLC
Tennessee
$1.57M +$10.2K +153 +0.7%
JGIA
1465
Jackson Grant Investment Advisers
Connecticut
$1.57M +$2.94K +44 +0.2%
STA
1466
Smith Thornton Advisors
Alabama
$1.57M -$66.8K -1,000 -4%
PI
1467
PGGM Investments
Netherlands
$1.57M -$848K -12,697 -37%
PCS
1468
Personal CFO Solutions
New Jersey
$1.57M +$116K +1,733 +9%
NFA
1469
Northern Financial Advisors
Michigan
$1.56M +$162K +2,430 +13%
CC
1470
Courier Capital
New York
$1.56M -$15.8K -236 -1%
WC
1471
Wynn Capital
Georgia
$1.56M -$2.94K -44 -0.2%
ESBC
1472
E.S. Barr & Co
Kentucky
$1.56M -$23.4K -350 -2%
WEG
1473
World Equity Group
Illinois
$1.56M +$48.5K +726 +3%
BAM
1474
Boyar Asset Management
New York
$1.55M -$47.8K -716 -3%
BCB
1475
Brian C. Broderick
$1.55M

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.