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Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
1951
Mine & Arao Wealth Creation & Management
California
$725K -$3.13K -48 -0.4%
EFA
1952
Evernest Financial Advisors
Indiana
$724K -$184K -2,816 -19%
NCFG
1953
New Century Financial Group
New Jersey
$724K -$3.46K -53 -0.5%
FA
1954
Faithward Advisors
Pennsylvania
$722K -$238K -3,649 -24%
PA
1955
PFG Advisors
Arizona
$721K -$45.3K -694 -6%
BONH
1956
Bank of New Hampshire
New Hampshire
$720K -$6.53K -100 -0.9%
CWM
1957
Centurion Wealth Management
Virginia
$719K -$67.5K -1,034 -8%
MAM
1958
Madison Asset Management
Wisconsin
$718K -$12.1K -186 -2%
MIA
1959
Madison Investment Advisors
Wisconsin
$718K +$752K +11,528 New
PWMG
1960
Prestige Wealth Management Group
New Jersey
$717K +$46K +704 +7%
HAIM
1961
Hunter Associates Investment Management
Pennsylvania
$717K +$60.5K +927 +9%
FTUS
1962
Flow Traders U.S.
New York
$713K +$747K +11,445 New
FMP
1963
Financial Management Professionals
Texas
$713K +$58.1K +890 +8%
GBT
1964
Grove Bank & Trust
Florida
$713K +$15.3K +235 +2%
FDCP
1965
Foster Dykema Cabot & Partners
Massachusetts
$712K -$35.6K -546 -5%
NAMP
1966
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$712K
WMA
1967
West Michigan Advisors
Michigan
$710K +$24.8K +380 +3%
GWA
1968
Geometric Wealth Advisors
District of Columbia
$710K +$653 +10 +0.1%
GWMR
1969
GC Wealth Management RIA
Massachusetts
$708K +$6.07K +93 +0.8%
SCI
1970
S&CO Inc
Massachusetts
$708K
KCAM
1971
Kagan Cocozza Asset Management
New Jersey
$708K +$742K +11,364 New
ISFAN
1972
Investor's Fiduciary Advisor Network
Washington
$706K +$740K +11,340 New
IWA
1973
IVC Wealth Advisors
Pennsylvania
$701K -$65.7K -1,006 -8%
RC
1974
Rahlfs Capital
Texas
$701K +$735K +11,264 New
GIA
1975
GHP Investment Advisors
Colorado
$700K -$16.3K -249 -2%

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.