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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
NRI
1651
NFP Retirement Inc
California
$1.22M -$6.95K -104 -0.6%
IIC
1652
Integrated Investment Consultants
Michigan
$1.22M -$256K -3,838 -18%
NONA
1653
Ninety One North America
New York
$1.22M -$181K -2,717 -14%
SP
1654
Successful Portfolios
Florida
$1.22M
SIA
1655
SkyView Investment Advisors
New Jersey
$1.22M +$289K +4,327 +34%
PIM
1656
Provident Investment Management
Michigan
$1.22M -$46.7K -700 -4%
FFO
1657
Fiduciary Family Office
Florida
$1.22M +$1.14M +17,000 New
CWP
1658
Core Wealth Partners
California
$1.22M -$119K -1,778 -9%
WSC
1659
Wellington Shields & Co
New York
$1.22M -$6.68K -100 -0.6%
PWPS
1660
Pinnacle Wealth Planning Services
Ohio
$1.21M +$55.4K +830 +5%
GM
1661
GeoWealth Management
Illinois
$1.21M -$321K -4,813 -22%
GAG
1662
GM Advisory Group
New York
$1.21M -$28.4K -425 -2%
MAG
1663
Mayfair Advisory Group
Alabama
$1.21M -$40.2K -602 -3%
VWM
1664
Venturi Wealth Management
Texas
$1.21M -$12.8K -192 -1%
CFA
1665
Capstone Financial Advisors
Illinois
$1.21M -$19.8K -297 -2%
IWA
1666
Icon Wealth Advisors
Texas
$1.21M +$5.94K +89 +0.5%
AFIA
1667
America First Investment Advisors
Nebraska
$1.21M
BCM
1668
Blume Capital Management
California
$1.21M +$200 +3 +0%
AWM
1669
Allen Wealth Management
North Carolina
$1.21M +$18.7K +280 +2%
PCP
1670
Proficio Capital Partners
Massachusetts
$1.21M +$400K +5,988 +55%
CPA
1671
Court Place Advisors
Maryland
$1.2M -$42.3K -633 -4%
MFG
1672
MidWestOne Financial Group
Iowa
$1.2M -$4.01K -60 -0.4%
GA
1673
Guerra Advisors
Florida
$1.2M -$432K -6,470 -28%
TAM
1674
Townsend Asset Management
North Carolina
$1.2M -$93.2K -1,395 -8%
AFP
1675
Ausdal Financial Partners
Iowa
$1.2M +$177K +2,644 +19%

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.