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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 %
LF
1776
LifeSteps Financial
California
$983K – – –
CIG
1777
Cullen Investment Group
Louisiana
$983K -$100K -1,398 -9%
AOWM
1778
Alpha Omega Wealth Management
Virginia
$982K +$34.2K +477 +4%
WAM
1779
Weinberger Asset Management
California
$980K -$5.59K -78 -0.6%
PPWP
1780
Premier Path Wealth Partners
New Jersey
$978K +$25.6K +358 +3%
AIC
1781
Archer Investment Corporation
Indiana
$977K +$297K +4,151 +44%
LIM
1782
Lathrop Investment Management
Arkansas
$977K -$16.5K -231 -2%
GRQ
1783
Gardner Russo & Quinn
Pennsylvania
$977K -$33.3K -465 -3%
VCM
1784
Virtue Capital Management
Tennessee
$976K +$265K +3,703 +37%
TIA
1785
Traphagen Investment Advisors
New Jersey
$976K -$2.29K -32 -0.2%
MAM
1786
Morse Asset Management
Connecticut
$973K +$6.45K +90 +0.7%
PTB
1787
Pioneer Trust Bank
Oregon
$972K – – –
OL
1788
one8zero8 LLC
North Carolina
$971K -$67.7K -945 -7%
NDSI
1789
Newman Dignan & Sheerar Inc
Rhode Island
$971K – – –
ECM
1790
Exchange Capital Management
Michigan
$970K -$130K -1,814 -12%
CPWM
1791
Cypress Point Wealth Management
Texas
$968K – – –
TM
1792
TigerOak Management
New Mexico
$966K +$21.2K +296 +2%
FCFC
1793
First Commonwealth Financial Corp
Pennsylvania
$966K +$966K +13,482 New
CCA
1794
Childress Capital Advisors
Texas
$965K -$38K -530 -4%
SMG
1795
Smart Money Group
Texas
$965K +$173K +2,419 +22%
FFBTD
1796
First Financial Bank - Trust Division
Ohio
$965K +$45.8K +640 +5%
SC
1797
Saybrook Capital
North Carolina
$963K – – –
LA
1798
Lifeworks Advisors
Michigan
$961K -$37.7K -527 -4%
MCM
1799
MV Capital Management
Maryland
$959K -$104K -1,452 -10%
ICA
1800
Infrastructure Capital Advisors
New York
$956K +$404K +5,638 +73%
70 71
72
73 74