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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 %
BONST
1951
Bank of Nova Scotia Trust
Ontario, Canada
$803K -$48.1K -672 -6%
BZWA
1952
Blue Zone Wealth Advisors
California
$801K -$35.4K -494 -4%
ABWM
1953
Alpine Bank Wealth Management
Colorado
$801K +$801K +11,179 New
BSB
1954
Bangor Savings Bank
Maine
$800K – – –
HCP
1955
Hardin Capital Partners
South Carolina
$800K +$7.16K +100 +0.9%
PPH
1956
Pure Portfolios Holdings
Oregon
$800K +$6.37K +89 +0.8%
NAMP
1957
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$799K -$20.1K -280 -2%
CCWM
1958
Cassaday & Co Wealth Management
Virginia
$797K -$82.1K -1,147 -9%
KMWM
1959
Keudell/Morrison Wealth Management
Oregon
$796K +$1.29K +18 +0.2%
AAM
1960
Alken Asset Management
United Kingdom
$795K – – –
AG
1961
AIA Group
Hong Kong
$795K -$853K -11,916 -52%
RPSA
1962
Richard P. Slaughter Associates
Texas
$795K +$795K +11,100 New
SCI
1963
S&CO Inc
Massachusetts
$794K -$20.8K -290 -3%
CW
1964
Cook Wealth
North Carolina
$791K -$114K -1,600 -13%
RRA
1965
Round Rock Advisors
Connecticut
$789K +$4.51K +63 +0.6%
LCWP
1966
Legacy Capital Wealth Partners
Arkansas
$789K -$107K -1,493 -12%
WIC
1967
Willis Investment Counsel
Georgia
$788K -$2.36K -33 -0.3%
WFM
1968
Wolff Financial Management
Michigan
$786K – – –
LIA
1969
LS Investment Advisors
Michigan
$784K -$50.1K -700 -6%
FMTC
1970
Farmers & Merchants Trust Company
California
$784K +$32K +447 +4%
DWM
1971
Drive Wealth Management
Utah
$780K +$17.7K +245 +2%
SC
1972
Savoie Capital
Illinois
$780K – – –
HC
1973
Hendley & Co
Ohio
$779K -$326K -4,550 -29%
SPA
1974
Sherbrooke Park Advisers
New York
$779K +$779K +10,875 New
IPAM
1975
Investment Partners Asset Management
New Jersey
$779K +$224K +3,126 +40%
77 78
79
80 81