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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 %
DOA
1876
D'Orazio & Associates
Virginia
$876K +$98.3K +1,372 +13%
AIM
1877
Alhambra Investment Management
Florida
$875K -$2.22K -31 -0.3%
AF
1878
Advisornet Financial
Minnesota
$874K +$4.94K +69 +0.6%
LOIP
1879
Live Oak Investment Partners
Texas
$873K +$873K +12,189 New
CCFM
1880
Clear Creek Financial Management
Washington
$872K +$21.9K +306 +3%
LPT
1881
Legacy Private Trust
Wisconsin
$869K -$91.7K -1,281 -10%
IPW
1882
Invictus Private Wealth
Colorado
$868K -$89.1K -1,244 -9%
FDS
1883
First Dallas Securities
Texas
$868K +$14.5K +203 +2%
LA
1884
LM Advisors
California
$867K +$4.8K +67 +0.6%
RA
1885
Ransom Advisory
Rhode Island
$861K +$861K +12,023 New
MWA
1886
Midland Wealth Advisors
Illinois
$861K -$50.3K -703 -6%
GWMR
1887
GC Wealth Management RIA
Massachusetts
$861K +$46.1K +643 +6%
JWCA
1888
J.W. Coons Advisors
Ohio
$860K +$69.5K +970 +9%
HFW
1889
Horizon Family Wealth
Illinois
$857K +$857K +11,967 New
WAC
1890
William Allan Corp
Colorado
$857K +$58.4K +815 +7%
SIA
1891
Sit Investment Associates
Minnesota
$856K – – –
HI
1892
Hendershot Investments
Virginia
$856K +$7.16K +100 +0.8%
PIMG
1893
Patriot Investment Management Group
Tennessee
$855K -$50.6K -706 -6%
KCAM
1894
Kagan Cocozza Asset Management
New Jersey
$853K +$39.2K +548 +5%
AF
1895
Apexium Financial
Texas
$852K +$71.4K +993 +9%
FPWM
1896
FSB Premier Wealth Management
Iowa
$849K -$22.9K -320 -3%
KAS
1897
KPP Advisory Services
Kentucky
$849K +$522K +7,289 +160%
CWM
1898
Chemistry Wealth Management
New York
$848K -$87.9K -1,228 -9%
TWM
1899
Trueblood Wealth Management
Ohio
$846K – – –
PWMG
1900
Prestige Wealth Management Group
New Jersey
$845K +$14.1K +196 +2%
74 75
76
77 78