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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 %
CFGW
1851
Chancellor Financial Group WB
Pennsylvania
$895K -$4.8K -67 -0.5%
CM
1852
Cornerstone Management
Georgia
$895K +$6.52K +91 +0.7%
MIP
1853
Marietta Investment Partners
Wisconsin
$894K – – –
JC
1854
JB Capital
Connecticut
$893K +$10.1K +141 +1%
GC
1855
Gilbert & Cook
Iowa
$893K -$93.9K -1,311 -10%
MA
1856
MJP Associates
Connecticut
$893K +$38K +530 +4%
CT
1857
Clearstead Trust
Maine
$892K -$61.6K -860 -6%
MA
1858
MBA Advisors
Pennsylvania
$891K +$10.2K +143 +1%
RSWM
1859
Robertson Stephens Wealth Management
California
$889K +$7.72K +107 +0.9%
AWM
1860
Aries Wealth Management
Maine
$889K +$14.3K +200 +2%
SEIA
1861
Signature Estate & Investment Advisors
California
$888K +$425K +5,930 +92%
RPGK
1862
Retirement Planning Group (Kansas)
Kansas
$888K +$25.7K +359 +3%
HWA
1863
HHM Wealth Advisors
Tennessee
$888K +$138K +1,930 +18%
FAM
1864
Fairtree Asset Management
South Africa
$886K -$1.33M -18,527 -60%
EFA
1865
Evernest Financial Advisors
Indiana
$885K +$52.1K +727 +6%
SFG
1866
SevenBridge Financial Group
Pennsylvania
$885K -$65.7K -945 -7%
GAA
1867
Global Assets Advisory
Florida
$884K +$502K +7,160 +131%
AFA
1868
AA Financial Advisors
Ohio
$884K +$13K +181 +1%
WA
1869
WealthTrust Axiom
Pennsylvania
$879K +$6.45K +90 +0.7%
RFA
1870
Register Financial Advisors
Georgia
$879K +$2.29K +32 +0.3%
CH
1871
Cromwell Holdings
Wyoming
$879K – – –
MTIC
1872
Missouri Trust & Investment Company
Missouri
$879K -$274K -3,820 -24%
SFG
1873
Seamount Financial Group
Colorado
$877K -$4.3K -60 -0.5%
VF
1874
Virtu Financial
New York
$876K -$1.56M -21,791 -64%
EC
1875
Enhancing Capital
Pennsylvania
$876K – – –
73 74
75
76 77