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Coca-Cola
KO

Overview Fund Activity

3,323 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 258 funds opening new positions, 1,236 increasing their positions, 1,385 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,323
Holders Change
+80
Holders Change %
+2.47%
% of All Funds
45.12%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
258
Increased
1,236
Reduced
1,385
Closed
117
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$1.21B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.17B
3
Boston Partners
Boston Partners
Massachusetts
+$642M
4
BlackRock
BlackRock
New York
+$482M
5
Bank of America
Bank of America
North Carolina
+$428M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.17B
2
Citadel Advisors
Citadel Advisors
Florida
-$684M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$423M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$328M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
1651
Proficio Capital Partners
Massachusetts
$1.21M +$429K +5,988 +55%
CPA
1652
Court Place Advisors
Maryland
$1.2M -$45.3K -633 -4%
MFG
1653
MidWestOne Financial Group
Iowa
$1.2M -$4.3K -60 -0.4%
GA
1654
Guerra Advisors
Florida
$1.2M -$463K -6,470 -28%
TAM
1655
Townsend Asset Management
North Carolina
$1.2M -$99.9K -1,395 -8%
AFP
1656
Ausdal Financial Partners
Iowa
$1.2M +$189K +2,644 +19%
OWA
1657
Opal Wealth Advisors
New York
$1.2M +$93.2K +1,301 +8%
TL
1658
Tradewinds LLC
North Carolina
$1.19M +$280K +3,914 +31%
GAAM
1659
Guinness Atkinson Asset Management
California
$1.19M +$83.2K +1,161 +7%
CFCI
1660
Comprehensive Financial Consultants Institutional
Indiana
$1.19M -$19.6K -274 -2%
SWMG
1661
Signature Wealth Management Group
Georgia
$1.19M +$30K +419 +3%
MCM
1662
Mainstay Capital Management
Michigan
$1.19M – – –
FPW
1663
Fairvoy Private Wealth
Alabama
$1.19M -$2.56M -35,688 -68%
BA
1664
Bridgewater Advisors
New York
$1.19M +$89K +1,230 +8%
HWA
1665
Heritage Wealth Advisors
Virginia
$1.18M -$6.02K -84 -0.5%
WA
1666
Waddell & Associates
Tennessee
$1.18M -$35.8K -500 -3%
WI
1667
WrapManager Inc
California
$1.18M +$62.3K +870 +6%
ALAM
1668
Asahi Life Asset Management
Japan
$1.18M -$9.88K -138 -0.8%
PL
1669
Plancorp LLC
Missouri
$1.18M +$245K +3,416 +26%
AGP
1670
Autumn Glory Partners
Texas
$1.18M -$306K -4,266 -21%
VFA
1671
Voya Financial Advisors
Connecticut
$1.18M +$61.9K +880 +6%
CF
1672
Claris Financial
Virginia
$1.17M – – –
ECM
1673
EagleClaw Capital Management
Massachusetts
$1.17M – – –
PCM
1674
Piedmont Capital Management
Montana
$1.17M +$137 +2 +0%
RBC
1675
Romano Brothers & Co
Illinois
$1.17M -$1.79K -25 -0.2%
65 66
67
68 69