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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
ERSOT
151
Employees Retirement System of Texas
Texas
$116M +$25.3M +379,269 +31%
BG
152
Bahl & Gaynor
Ohio
$115M +$2.15M +32,171 +2%
CCMG
153
Clark Capital Management Group
Pennsylvania
$115M +$50.7M +758,446 +89%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$115M -$3.43M -51,429 -3%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$114M -$1.03M -15,380 -1%
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$114M -$3.12M -46,715 -3%
Janus Henderson Group
157
Janus Henderson Group
United Kingdom
$113M -$517K -7,734 -0.5%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$112M -$1.37M -20,524 -1%
William Blair & Company
159
William Blair & Company
Illinois
$111M -$1.22M -18,225 -1%
SAM
160
Scopus Asset Management
New York
$110M +$7.01M +105,000 +7%
MSV
161
MN Services Vermogensbeheer
Netherlands
$108M -$7.49M -112,200 -7%
QP
162
Quilter Plc
United Kingdom
$108M +$2.77M +41,526 +3%
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$107M -$12.1M -181,697 -11%
JIC
164
Johnson Investment Counsel
Ohio
$107M +$1.95M +29,155 +2%
Mariner
165
Mariner
Kansas
$106M +$5.05M +75,659 +5%
Robeco Institutional Asset Management
166
Robeco Institutional Asset Management
Netherlands
$105M +$11.5M +171,736 +13%
Comerica Bank
167
Comerica Bank
Texas
$105M -$927K -13,877 -0.9%
CLOS
168
Compagnie Lombard Odier SCmA
Switzerland
$104M -$4.43M -66,377 -4%
Toronto Dominion Bank
169
Toronto Dominion Bank
Ontario, Canada
$103M -$36.7M -548,832 -28%
State of Tennessee, Department of Treasury
170
State of Tennessee, Department of Treasury
Tennessee
$102M -$3.98M -59,652 -4%
A
171
AustralianSuper
Australia
$102M +$88M +1,317,468 +1,224%
RAM
172
Resona Asset Management
Japan
$101M +$6.67M +99,805 +8%
State of New Jersey Common Pension Fund D
173
State of New Jersey Common Pension Fund D
New Jersey
$99M -$8.7M -130,234 -9%
HTC
174
Haverford Trust Company
Pennsylvania
$99M -$1.65M -24,637 -2%
CA
175
Cullinan Associates
Kentucky
$97.6M -$601K -9,002 -0.7%

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.