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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
KFS
1601
Kurt F. Somerville
$1.31M -$76.1K -1,140 -6%
HDA
1602
Harold Davidson & Associates
California
$1.31M -$23.4K -350 -2%
WA
1603
WBH Advisory
Maryland
$1.3M -$34.9K -523 -3%
PFT
1604
Providence First Trust
Arizona
$1.3M
EBA
1605
Eagle Bay Advisors
New York
$1.3M +$7.81K +117 +0.7%
TIAAOA
1606
Teachers Insurance & Annuity Association of America
New York
$1.29M -$13.8K -207 -1%
PCA
1607
Private Capital Advisors
Connecticut
$1.29M
WCM
1608
Windsor Capital Management
Arizona
$1.29M -$3.54K -53 -0.3%
OPW
1609
Oxler Private Wealth
New York
$1.29M +$7.61K +114 +0.6%
PTC
1610
Philadelphia Trust Company
Pennsylvania
$1.29M
ST
1611
Spinnaker Trust
Maine
$1.29M +$26K +390 +2%
FWP
1612
FAS Wealth Partners
Kansas
$1.28M -$26K -390 -2%
HCM
1613
HMS Capital Management
Tennessee
$1.28M -$23.6K -353 -2%
LWAM
1614
Legacy Wealth Asset Management
Minnesota
$1.28M -$4.21K -63 -0.4%
BWA
1615
Beam Wealth Advisors
Louisiana
$1.28M -$12K -180 -1%
VIG
1616
Vienna Insurance Group
Poland
$1.27M +$4.34K +65 +0.4%
BCP
1617
Blackhawk Capital Partners
Wisconsin
$1.27M -$517K -7,735 -30%
APA
1618
Astoria Portfolio Advisors
New York
$1.27M +$76.5K +1,146 +7%
SDAM
1619
Shulman DeMeo Asset Management
New York
$1.27M +$3.87K +58 +0.3%
AC
1620
AXQ Capital
New Jersey
$1.26M +$1.18M +17,662 New
NCM
1621
Next Capital Management
New York
$1.26M -$668 -10 -0.1%
WA
1622
Wealth Alliance
New York
$1.26M +$189K +2,833 +19%
RMP
1623
Richards, Merrill & Peterson
Washington
$1.26M +$50K +749 +4%
BPC
1624
Bearing Point Capital
Minnesota
$1.26M -$33.7K -505 -3%
MCM
1625
Marathon Capital Management
Maryland
$1.26M -$3.34K -50 -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.