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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 %
OCM
1976
Orser Capital Management
Texas
$778K -$7.16K -100 -0.9%
HBT
1977
Heartland Bank & Trust
Illinois
$777K +$103K +1,440 +15%
HPBT
1978
Hickory Point Bank & Trust
Illinois
$777K +$28.6K +400 +4%
FCMT
1979
Founders Capital Management (Texas)
Texas
$776K -$321K -4,478 -29%
MGWA
1980
Monument Group Wealth Advisors
Massachusetts
$774K – – –
RIA
1981
Richwood Investment Advisors
Ohio
$774K +$16.8K +234 +2%
UAG
1982
United Advisor Group
Ohio
$774K -$186K -2,587 -19%
EIP
1983
Ellis Investment Partners
Pennsylvania
$772K +$21.5K +300 +3%
DCM
1984
Driehaus Capital Management
Illinois
$771K +$771K +10,763 New
WGC
1985
Watts Gwilliam & Co
Arizona
$771K +$63K +880 +9%
HWP
1986
Highline Wealth Partners
California
$769K +$13.5K +189 +2%
FIB
1987
First Interstate Bank
Montana
$767K -$68.3K -954 -8%
FH
1988
FWG Holdings
Florida
$767K +$59.8K +826 +8%
CNB
1989
Camden National Bank
Maine
$766K +$343K +4,783 +81%
FBB
1990
Fulton Breakefield Broenniman
Maryland
$766K -$28.2K -394 -4%
PWM
1991
Partners Wealth Management
California
$765K -$9.02K -126 -1%
BT
1992
Brandywine Trust
Delaware
$765K – – –
VAS
1993
Vestmark Advisory Solutions
Massachusetts
$764K +$286K +3,988 +60%
LSA
1994
L & S Advisors
California
$763K -$72 -1 -0%
SCM
1995
Spreng Capital Management
Ohio
$762K – – –
SOS
1996
Silver Oak Securities
Tennessee
$762K +$44.3K +630 +6%
PWP
1997
Phillips Wealth Planners
Mississippi
$761K +$496K +6,940 +187%
BWA
1998
BlueChip Wealth Advisors
Georgia
$759K -$2.51K -35 -0.3%
PWM
1999
Prentice Wealth Management
New York
$758K +$14.4K +201 +2%
SFSG
2000
Sound Financial Strategies Group
Mississippi
$758K -$218K -3,040 -22%
78 79
80
81 82