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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
NSB
1476
Norway Savings Bank
Maine
$1.55M -$14.4K -215 -1%
CAM
1477
Claret Asset Management
Quebec, Canada
$1.54M -$69.1K -1,035 -5%
EW
1478
Evoke Wealth
California
$1.54M -$44.1K -660 -3%
William Blair Investment Management
1479
William Blair Investment Management
Illinois
$1.54M +$1.44M +21,515 New
RA
1480
Rational Advisors
New York
$1.54M +$1.44M +21,500 New
PPA
1481
Painted Porch Advisors
California
$1.54M -$134K -2,009 -9%
FFA
1482
Founders Financial Alliance
North Carolina
$1.54M +$47K +704 +3%
AG
1483
AmeriFlex Group
Nevada
$1.53M +$1.09M +16,343 +324%
JG
1484
Jain Global
New York
$1.53M -$5.17M -77,458 -78%
DWM
1485
Dynasty Wealth Management
Florida
$1.53M +$1.43M +21,351 New
WWA
1486
WCG Wealth Advisors
Nevada
$1.53M +$34.6K +518 +2%
FRA
1487
Front Row Advisors
California
$1.52M -$62.1K -930 -4%
LHC
1488
Little House Capital
Massachusetts
$1.52M +$21.8K +326 +2%
PCM
1489
Price Capital Management
Louisiana
$1.52M +$1.42M +21,220 New
MI
1490
Motiv8 Investments
Florida
$1.52M +$78K +1,168 +6%
MMA
1491
Mizuho Markets Americas
New York
$1.52M -$1.25M -18,724 -47%
KIG
1492
Kennedy Investment Group
New Jersey
$1.51M -$13.2K -198 -0.9%
LT
1493
Lindsell Train
United Kingdom
$1.51M
JIC
1494
Joel Isaacson & Co
New York
$1.51M +$245K +3,675 +21%
AIS
1495
AM Investment Strategies
Tennessee
$1.51M -$22.6K -338 -2%
DJSG
1496
D.J. St. Germain
Massachusetts
$1.51M -$293K -4,382 -17%
AF
1497
Aviso Financial
Ontario, Canada
$1.5M +$11.3K +169 +0.8%
HSA
1498
Hussman Strategic Advisors
Maryland
$1.5M
BCM
1499
BluePath Capital Management
Georgia
$1.5M -$877K -13,136 -38%
MPI
1500
Mairs & Power Inc
Minnesota
$1.5M +$42.1K +630 +3%

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.