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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
MCM
1526
Monument Capital Management
Virginia
$1.46M +$65.5K +981 +5%
AB
1527
Atlas Brown
Kentucky
$1.46M -$42.8K -641 -3%
HA
1528
Hanover Advisors
South Carolina
$1.45M
BCFS
1529
Butensky & Cohen Financial Security
Florida
$1.45M -$1.21M -18,182 -47%
CPSAC
1530
Chas P. Smith & Associates (CPS)
Florida
$1.45M -$105K -1,567 -7%
SWM
1531
Sendero Wealth Management
Texas
$1.45M +$125K +1,874 +10%
MLA
1532
My Legacy Advisors
Oregon
$1.44M -$7.28K -109 -0.5%
DMBA
1533
Deseret Mutual Benefit Administrators
Utah
$1.44M +$9.55K +143 +0.7%
WP
1534
WealthShield Partners
North Carolina
$1.44M +$186K +2,780 +16%
NCM
1535
Novare Capital Management
North Carolina
$1.44M -$140K -2,100 -9%
CCM
1536
Canal Capital Management
Virginia
$1.43M -$66.8K -1,000 -5%
DTC
1537
Davidson Trust Company
Washington
$1.43M -$245K -3,663 -15%
RIL
1538
Rothschild Investment LLC
Illinois
$1.43M -$1.6K -24 -0.1%
MW
1539
Members Wealth
Pennsylvania
$1.43M +$1.87K +28 +0.1%
TC
1540
Truvestments Capital
Florida
$1.43M -$1.82M -27,203 -58%
SA
1541
Sovran Advisors
California
$1.43M +$394K +5,894 +43%
4WM
1542
49 Wealth Management
Texas
$1.43M +$212K +3,172 +19%
BMC
1543
Beaton Management Company
Massachusetts
$1.42M -$334 -5 -0%
IA
1544
Inspire Advisors
Idaho
$1.42M -$200 -3 -0%
EA
1545
Everpar Advisors
Oklahoma
$1.42M +$212K +3,176 +19%
TC
1546
TwinBeech Capital
New York
$1.42M -$6.52M -97,677 -83%
BCA
1547
Bay Colony Advisors
Massachusetts
$1.42M -$80.7K -1,208 -6%
LNB
1548
Ledyard National Bank
$1.42M -$117K -1,755 -8%
FL
1549
FreeGulliver LLC
Louisiana
$1.42M +$5.54K +83 +0.4%
1C
1550
111 Capital
France
$1.41M +$1.32M +19,714 New

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.