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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
RMDI
1576
R.M. Davis Inc
Maine
$1.35M +$21.3K +319 +2%
DAM
1577
Delta Asset Management
Tennessee
$1.35M -$9.75K -146 -0.8%
AA
1578
Alta Advisers
United Kingdom
$1.35M +$414K +6,200 +49%
AWM
1579
Avior Wealth Management
Nebraska
$1.35M -$175K -2,617 -12%
FA
1580
Fiduciary Alliance
South Carolina
$1.35M +$44K +659 +4%
MHS
1581
M Holdings Securities
Oregon
$1.35M +$1.26M +18,813 New
CD
1582
Chapin Davis
Maryland
$1.34M +$231K +3,459 +23%
AF
1583
Alerus Financial
North Dakota
$1.34M
EA
1584
Emerald Advisors
Washington
$1.34M +$63.1K +945 +5%
CWM
1585
Cordatus Wealth Management
Pennsylvania
$1.34M +$94.6K +1,416 +8%
BTC
1586
Bank & Trust Company
Illinois
$1.34M -$22K -329 -2%
BFC
1587
Blue Fin Capital
Rhode Island
$1.34M -$25.5K -382 -2%
MFP
1588
Meridian Financial Partners
Virginia
$1.34M +$8.01K +120 +0.6%
TPA
1589
Trivium Point Advisory
Connecticut
$1.34M -$111K -1,655 -8%
HW
1590
Hedeker Wealth
Illinois
$1.33M -$21.4K -321 -2%
3IP
1591
3Chopt Investment Partners
Virginia
$1.33M +$1.23M +18,390 New
WFI
1592
West Family Investments
California
$1.32M +$183K +2,741 +17%
CCG
1593
Ceeto Capital Group
Florida
$1.32M
HVP
1594
Hudson Value Partners
Florida
$1.32M
MA
1595
MONECO Advisors
Connecticut
$1.32M +$50.8K +760 +4%
CAC
1596
Core Alternative Capital
Georgia
$1.32M -$17K -255 -1%
LWL
1597
Leo Wealth LLC
Texas
$1.32M -$895K -13,403 -42%
ST
1598
Smithfield Trust
Pennsylvania
$1.31M -$43.5K -651 -3%
MFWM
1599
Motley Fool Wealth Management
Virginia
$1.31M -$134K -1,999 -10%
MG
1600
Marex Group
$1.31M +$828K +12,395 +212%

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.