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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 %
QC
1726
Quent Capital
New York
$1.07M +$94K +1,312 +10%
LAM
1727
L2 Asset Management
Massachusetts
$1.07M +$98.7K +1,378 +10%
HAS
1728
HBW Advisory Services
California
$1.07M +$98.8K +1,379 +10%
MFG
1729
Mainsail Financial Group
Washington
$1.06M +$75.4K +1,053 +8%
AP
1730
Adero Partners
California
$1.06M +$51.7K +722 +5%
KFS
1731
Keynote Financial Services
Connecticut
$1.06M -$1.43K -20 -0.1%
IP
1732
Investment Partners
Ohio
$1.06M – – –
FAM
1733
Formidable Asset Management
Ohio
$1.05M -$8.45K -118 -0.8%
TWM
1734
Thrive Wealth Management
Pennsylvania
$1.05M -$50.3K -702 -5%
HP
1735
Hilltop Partners
Indiana
$1.05M -$132K -1,844 -11%
UWPG
1736
Ullmann Wealth Partners Group
Florida
$1.05M +$57.4K +801 +6%
BFG
1737
Berger Financial Group
Minnesota
$1.05M +$2.58K +36 +0.2%
DE
1738
Diversified Enterprises
Delaware
$1.05M +$132K +1,840 +14%
LC
1739
LCNB Corp
Ohio
$1.04M +$50.1K +699 +5%
CA
1740
Continuum Advisory
Idaho
$1.04M -$19.1K -267 -2%
AL
1741
Aspiriant LLC
California
$1.04M -$135K -1,890 -12%
CBT
1742
Crews Bank & Trust
Florida
$1.03M -$26.9K -375 -3%
THCM
1743
Taylor Hoffman Capital Management
Virginia
$1.03M +$43.1K +600 +4%
TSMHT
1744
Thurston Springer Miller Herd & Titak
Indiana
$1.03M -$41.5K -579 -4%
WAG
1745
Wiser Advisor Group
Arizona
$1.03M +$33.2K +463 +3%
RF
1746
Roxbury Financial
New Jersey
$1.03M -$85K -1,193 -8%
YIA
1747
YHB Investment Advisors
Connecticut
$1.02M +$43.7K +610 +4%
JWWM
1748
Johnson & White Wealth Management
Pennsylvania
$1.02M +$21K +293 +2%
JSC
1749
Jackson Square Capital
California
$1.02M -$112K -1,561 -10%
MAWA
1750
Moss Adams Wealth Advisors
Washington
$1.02M +$142K +1,963 +16%
68 69
70
71 72