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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 %
SRIM
2051
Saratoga Research & Investment Management
California
$709K -$5.89M -82,272 -89%
RW
2052
Regimen Wealth
Georgia
$708K – – –
HCM
2053
Hodges Capital Management
Texas
$707K -$186K -2,600 -21%
OPWM
2054
Oregon Pacific Wealth Management
Oregon
$706K -$1.15K -16 -0.2%
RTC
2055
Real Talk Capital
Tennessee
$705K +$3.44K +48 +0.5%
FZCM
2056
Flynn Zito Capital Management
New York
$705K -$316K -4,407 -31%
NFG
2057
Nadler Financial Group
Illinois
$704K +$52.1K +728 +8%
SWMG
2058
Sard Wealth Management Group
Georgia
$704K -$215 -3 -0%
RCA
2059
Resonant Capital Advisors
Wisconsin
$703K +$132K +1,836 +23%
GXJ
2060
Global X Japan
Japan
$700K +$147K +2,048 +26%
TFO
2061
Tarbox Family Office
California
$700K – – –
CS
2062
Capital Square
Tennessee
$699K +$14K +195 +2%
WF
2063
WoodTrust Financial
Wisconsin
$699K -$75K -1,046 -10%
AIM
2064
Aspen Investment Management
Michigan
$697K +$2.22K +31 +0.3%
MCA
2065
Magnolia Capital Advisors
Mississippi
$697K -$39K -545 -5%
DI
2066
DAGCO Inc
Ohio
$695K +$2.22K +31 +0.3%
JAG
2067
Journey Advisory Group
Kentucky
$692K -$13.2K -184 -2%
CSI
2068
Cross Staff Investments
New York
$691K – – –
GLLW
2069
Graves Light Lenhart Wealth
Virginia
$691K +$19.8K +276 +3%
SIG
2070
Spinnaker Investment Group
California
$690K -$23.9K -334 -3%
CIA
2071
Cladis Investment Advisory
Montana
$689K -$7.16K -100 -1%
TCM
2072
Tributary Capital Management
Nebraska
$688K +$688K +9,600 New
RMCM
2073
Reynders McVeigh Capital Management
Massachusetts
$687K -$16.6K -232 -2%
BWM
2074
BCS Wealth Management
Tennessee
$686K -$38.3K -534 -5%
OAM
2075
Occidental Asset Management
California
$686K -$358 -5 -0.1%
81 82
83
84 85