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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
CCP
1626
Cassia Capital Partners
North Carolina
$1.26M +$82.5K +1,236 +8%
PCH
1627
PGIM Custom Harvest
New Jersey
$1.26M -$145K -2,169 -11%
HCP
1628
Hexagon Capital Partners
Arkansas
$1.26M +$3.61K +54 +0.3%
FCAS
1629
First Command Advisory Services
Texas
$1.25M +$17.6K +264 +2%
CAGAS
1630
Capital Advisory Group Advisory Services
Minnesota
$1.25M +$50.5K +756 +5%
ITFISA
1631
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.25M -$1.66M -24,861 -59%
CANC
1632
Culbertson A N & Co
Virginia
$1.25M +$22.5K +337 +2%
MIC
1633
Means Investment Company
Maine
$1.25M -$100K -1,500 -8%
FTC
1634
Farmers Trust Company
Ohio
$1.24M -$82.8K -1,240 -7%
GSC
1635
G&S Capital
Colorado
$1.24M +$1.2K +18 +0.1%
CPIA
1636
Cornell Pochily Investment Advisors
New York
$1.24M -$17.7K -265 -2%
AC
1637
Apella Capital
Connecticut
$1.24M +$461K +6,909 +64%
MSWM
1638
McGlone Suttner Wealth Management
Wisconsin
$1.24M +$47K +704 +4%
NAM
1639
NorthCrest Asset Manangement
Minnesota
$1.24M +$206K +3,078 +22%
TSW
1640
Thompson Siegel & Walmsley
Virginia
$1.24M +$152K +2,283 +15%
RGF
1641
Retirement Guys Formula
Ohio
$1.24M +$162K +2,429 +16%
GFP
1642
Gryphon Financial Partners
Ohio
$1.23M +$95.8K +1,435 +9%
RLWM
1643
RF&L Wealth Management
Massachusetts
$1.23M
AA
1644
Aire Advisors
California
$1.23M -$50.4K -754 -4%
AWM
1645
Aberdeen Wealth Management
Illinois
$1.22M -$6.68K -100 -0.6%
ZI
1646
ZEGA Investments
Florida
$1.22M -$401 -6 -0%
CNBT
1647
Cornerstone National Bank & Trust
Illinois
$1.22M -$32.5K -486 -3%
ORC
1648
O'Rourke & Company
Massachusetts
$1.22M -$57.2K -856 -5%
GBT
1649
Grove Bank & Trust
Florida
$1.22M +$377K +5,643 +49%
BA
1650
Ballast Advisors
Minnesota
$1.22M

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.