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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 %
RAM
1901
Redmond Asset Management
Virginia
$844K -$13.5K -188 -2%
FCG
1902
Fielder Capital Group
Tennessee
$843K -$28.2K -394 -3%
FS
1903
Ferguson Shapiro
Georgia
$841K – – –
RDWM
1904
Red Door Wealth Management
Tennessee
$841K -$36.4K -508 -4%
SFG
1905
Sovereign Financial Group
Connecticut
$841K -$2.36K -33 -0.3%
SFG
1906
Sather Financial Group
Texas
$839K +$94.5K +1,319 +13%
AP
1907
Atwood & Palmer
Missouri
$839K -$10.7K -150 -1%
LFP
1908
Lakeshore Financial Planning
Michigan
$838K -$15K -210 -2%
AC
1909
AlphaCore Capital
California
$837K +$837K +11,611 New
NICM
1910
Neo Ivy Capital Management
New York
$837K +$837K +11,690 New
PIP
1911
Peachtree Investment Partners
Florida
$837K +$35.8K +500 +4%
SIM
1912
Sentry Investment Management
Wisconsin
$837K -$735K -10,751 -47%
IWA
1913
IVC Wealth Advisors
Pennsylvania
$836K +$29.6K +413 +4%
MCCP
1914
Mission Creek Capital Partners
California
$836K -$69.9K -976 -8%
FMP
1915
Financial Management Professionals
Texas
$835K +$15.3K +214 +2%
MAWCM
1916
Mine & Arao Wealth Creation & Management
California
$834K – – –
CWM
1917
Connecticut Wealth Management
Connecticut
$834K -$15.2K -212 -2%
FMTCOCP
1918
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$833K +$29.1K +406 +4%
KA
1919
KLCM Advisors
Wisconsin
$833K +$181K +2,532 +28%
BI
1920
Bradyco Inc
Massachusetts
$832K -$53.7K -750 -6%
AWM
1921
Adams Wealth Management
Utah
$830K -$35K -488 -4%
CI
1922
CacheTech Inc
Utah
$830K -$35K -488 -4%
C
1923
Certuity
Florida
$829K -$162K -2,256 -16%
KJWM
1924
Kiley Juergens Wealth Management
Washington
$829K +$50.1K +700 +6%
KF
1925
Krilogy Financial
Missouri
$827K +$41.8K +584 +5%
75 76
77
78 79