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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
WCM
1551
Winebrenner Capital Management
Kentucky
$1.41M -$17.7K -265 -1%
MW
1552
Marcum Wealth
Ohio
$1.41M +$103K +1,541 +9%
BLC
1553
Brown, Lisle/Cummings
Rhode Island
$1.4M +$5.08K +76 +0.4%
GIO
1554
Galilei Investment Office
United Kingdom
$1.4M
OFG
1555
OmniStar Financial Group
North Carolina
$1.4M +$1.08M +16,223 +487%
BMO
1556
Beck Mack & Oliver
New York
$1.4M +$147K +2,200 +13%
PA
1557
Promethium Advisors
Maryland
$1.4M -$21.8K -327 -2%
WW
1558
Waterfront Wealth
Kansas
$1.4M +$14.4K +215 +1%
CastleKeep Investment Advisors
1559
CastleKeep Investment Advisors
Connecticut
$1.4M +$15K +225 +1%
1SB
1560
1ST Source Bank
Indiana
$1.39M +$2.81K +42 +0.2%
HWA
1561
Heartwood Wealth Advisors
Virginia
$1.39M +$99K +1,483 +8%
SJIM
1562
St. Johns Investment Management
Florida
$1.39M -$1.33M -19,937 -51%
MWA
1563
MN Wealth Advisors
Kansas
$1.38M +$122K +1,834 +10%
BTWM
1564
Baker Tilly Wealth Management
Wisconsin
$1.38M +$184K +2,758 +17%
KC
1565
Knuff & Co
California
$1.38M -$4.41K -66 -0.3%
CWS
1566
Confluence Wealth Services
Pennsylvania
$1.37M +$64.1K +960 +5%
BFW
1567
Brady Family Wealth
Missouri
$1.37M +$868 +13 +0.1%
AA
1568
Advisory Alpha
Michigan
$1.36M +$116K +1,731 +10%
MC
1569
Martin & Co
Tennessee
$1.36M +$48.4K +724 +4%
GITFIT
1570
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.36M -$797K -11,933 -39%
IHL
1571
Investment House LLC
California
$1.36M -$254K -3,800 -17%
APWA
1572
Atlas Private Wealth Advisors
New Jersey
$1.36M -$722K -10,806 -36%
CCG
1573
Coastwise Capital Group
California
$1.35M +$197K +2,956 +19%
ZIG
1574
Zullo Investment Group
Pennsylvania
$1.35M +$19.6K +293 +2%
GWM
1575
GSB Wealth Management
Connecticut
$1.35M -$3.27K -49 -0.3%

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.