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Coca-Cola

3,365 hedge funds and large institutions have $225B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 259 funds opening new positions, 1,255 increasing their positions, 1,403 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 259 | Existing positions closed: 119

59% more call options, than puts

Call options by funds: $2.72B | Put options by funds: $1.71B

31% more funds holding in top 10

Funds holding in top 10: 6788 (+21)

15% more capital invested

Capital invested by funds: $195B → $225B (+$29.7B)

3% more funds holding

Funds holding: 3,2783,365 (+87)

0.88% more ownership

Funds ownership: 72.17%73.05% (+0.88%)

11% less repeat investments, than reductions

Existing positions increased: 1,255 | Existing positions reduced: 1,403

Holders
3,365
Holders Change
+87
Holders Change %
+2.65%
% of All Funds
45.11%
Holding in Top 10
88
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+31.34%
% of All Funds
1.18%
New
259
Increased
1,255
Reduced
1,403
Closed
119
Calls
$2.72B
Puts
$1.71B
Net Calls
+$1.01B
Net Calls Change
+$726M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
176
M&T Bank
New York
$97.2M -$4.9M -73,393 -5%
JHP
177
James Hambro & Partners
United Kingdom
$96.8M +$2.71M +40,636 +3%
ZIC
178
ZWJ Investment Counsel
Georgia
$96.4M +$71.6K +1,072 +0.1%
Allianz Asset Management
179
Allianz Asset Management
Germany
$95.9M -$22M -330,096 -20%
LF
180
Lansforsakringar Fondforvaltning
Sweden
$93.5M -$2.1M -31,490 -2%
LGF
181
LGT Group Foundation
Liechtenstein
$92.8M +$27.3M +409,445 +46%
BAMF
182
BI Asset Management Fondsmaeglerselskab
Denmark
$91.4M -$30.9M -462,900 -27%
ASC
183
Atalanta Sosnoff Capital
New York
$90.7M +$84.3K +1,263 +0.1%
ZIM
184
Zacks Investment Management
Illinois
$88M +$1.31M +19,643 +2%
SO
185
STRS Ohio
Ohio
$86.1M -$1.37M -20,456 -2%
ASRS
186
Arizona State Retirement System
Arizona
$86M +$844K +12,640 +1%
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
$86M +$8.53M +127,774 +12%
HMP
188
HS Management Partners
New York
$85.4M -$1.36M -20,350 -2%
Empower Advisory Group
189
Empower Advisory Group
Colorado
$85M +$2.78M +41,560 +4%
RFC
190
Regions Financial Corp
Alabama
$84.7M -$4.32M -64,737 -5%
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$82.5M +$3.83M +57,315 +5%
CWM
192
Congress Wealth Management
Massachusetts
$82.3M -$9.22M -137,998 -11%
KeyBank National Association
193
KeyBank National Association
Ohio
$81.3M -$1.14M -17,017 -1%
Baird Financial Group
194
Baird Financial Group
Wisconsin
$80.6M -$4.36M -65,315 -5%
Focus Partners Wealth
195
Focus Partners Wealth
Massachusetts
$79.9M +$463K +6,939 +0.6%
Osaic Holdings
196
Osaic Holdings
Arizona
$79M -$4.03M -60,383 -5%
MIM
197
MetLife Investment Management
New Jersey
$79M -$1.45M -21,663 -2%
SOMRS
198
State of Michigan Retirement System
Michigan
$78.2M -$127K -1,900 -0.2%
CI Investments Inc
199
CI Investments Inc
Ontario, Canada
$76.4M -$2.38M -35,597 -3%
WorldQuant Millennium Advisors
200
WorldQuant Millennium Advisors
New York
$75.8M +$70.7M +1,058,469 New

KO Hedge Fund Activity: Q1 2025 in Review

3,365 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2025, worth a combined $225B — up 15% from $195B a quarter earlier.

Buyers outnumbered sellers: 259 funds opened new KO positions and 119 closed out — a net gain of 140 holders — while 1,255 added to existing stakes and 1,403 trimmed.

The largest buyer was DZ Bank, adding an estimated $1.13B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.09B.

  • 3,365 institutional investors held Coca-Cola (KO) as of Q1 2025, up from 3,278 in Q4 2024.
  • Funds reported $225B of Coca-Cola stock for Q1 2025, up 15% quarter-over-quarter.
  • 259 funds opened new Coca-Cola positions in Q1 2025 and 119 closed out, a net change of +140 holders.
  • The largest Coca-Cola buyer in Q1 2025 was DZ Bank, an estimated $1.13B added.
  • The largest Coca-Cola seller in Q1 2025 was T. Rowe Price Associates, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2025.