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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
SA
1501
Strategic Advisors
New York
$1.5M
JSL
1502
JT Stratford LLC
Georgia
$1.49M +$11K +165 +0.8%
SL
1503
Salomon & Ludwin
Virginia
$1.49M -$5.01K -75 -0.4%
CFG
1504
Cooper Financial Group
California
$1.49M +$248K +3,711 +22%
DBRC
1505
D.B. Root & Company
Pennsylvania
$1.49M -$68.3K -1,023 -5%
FCM
1506
Firestone Capital Management
Florida
$1.49M +$804K +12,045 +138%
Edgewood Management
1507
Edgewood Management
Connecticut
$1.48M -$63.4K -950 -4%
GSB
1508
Greenfield Savings Bank
Massachusetts
$1.48M +$64.6K +968 +5%
SIAP
1509
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.48M +$273K +4,086 +25%
RFA
1510
ROI Financial Advisors
Oregon
$1.48M -$85.4K -1,279 -6%
RWB
1511
RMR Wealth Builders
New Jersey
$1.48M +$81K +1,213 +6%
CAM
1512
Congress Asset Management
Massachusetts
$1.48M -$19.4K -290 -1%
PFSC
1513
Peoples Financial Services Corp
Pennsylvania
$1.48M
LAIC
1514
Lederer & Associates Investment Counsel
California
$1.48M
TPI
1515
Trust Point Inc
Wisconsin
$1.48M -$150K -2,239 -10%
HFS
1516
Heritage Financial Services
Massachusetts
$1.48M -$6.68K -100 -0.5%
ACA
1517
Anchor Capital Advisors
Massachusetts
$1.47M -$121K -1,815 -8%
SHWM
1518
Smith & Howard Wealth Management
Georgia
$1.47M -$33.7K -504 -2%
V
1519
VeraBank
Texas
$1.47M +$4.07K +61 +0.3%
UCB
1520
United Community Bank
South Carolina
$1.47M -$1.79M -26,798 -57%
TCPW
1521
Twin City Private Wealth
North Carolina
$1.47M -$99.7K -1,493 -7%
BFO
1522
Biltmore Family Office
North Carolina
$1.47M
BDLIB
1523
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.46M -$214K -3,200 -13%
NA
1524
Navellier & Associates
Nevada
$1.46M -$334K -5,005 -20%
BCP
1525
Berkeley Capital Partners
Georgia
$1.46M +$8.88K +133 +0.7%

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.