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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 %
PH
2101
Pinnacle Holdings
Oklahoma
$662K -$81.9K -1,144 -11%
CA
2102
Cambridge Advisors
Nebraska
$662K -$57.3K -800 -8%
CWI
2103
Conscious Wealth Investments
Florida
$662K -$14.5K -205 -2%
RBFC
2104
Roman Butler Fullerton & Co
Missouri
$662K +$5.61K +78 +0.9%
KOC
2105
Koss-Olinger Consulting
Florida
$661K +$661K +9,228 New
CWS
2106
Cypress Wealth Services
California
$661K -$6.45K -90 -1%
VCM
2107
Vivaldi Capital Management
Illinois
$660K +$29K +405 +5%
SAM
2108
S.A. Mason
Michigan
$659K +$35.8K +500 +6%
MS
2109
Maven Securities
Jersey
$659K +$381K +5,314 +137%
HGWM
2110
Horst & Graben Wealth Management
Oregon
$653K +$15.5K +216 +2%
SHGA
2111
Sand Hill Global Advisors
California
$652K +$84.2K +1,175 +15%
HAG
2112
HF Advisory Group
Maryland
$651K +$53.5K +747 +9%
CSC
2113
Caldwell Sutter Capital
California
$650K -$4.23K -59 -0.6%
LSIA
2114
LaSalle St. Investment Advisors
Illinois
$650K +$168K +2,343 +35%
BWA
2115
BCU Wealth Advisors
Illinois
$648K -$33.4K -467 -5%
SFG
2116
Snider Financial Group
Washington
$646K – – –
CF
2117
Cantor Fitzgerald
New York
$645K +$645K +9,000 New
PMSA
2118
Patrick M. Sweeney & Associates
Illinois
$644K – – –
SCP
2119
Sivia Capital Partners
California
$644K +$62.9K +878 +11%
FAFN
2120
First Affirmative Financial Network
Colorado
$641K +$71.5K +999 +13%
FNBSF
2121
First National Bank Sioux Falls
South Dakota
$639K +$639K +8,926 New
NWMG
2122
Nicholson Wealth Management Group
South Carolina
$639K – – –
MP
2123
McDonald Partners
Ohio
$639K -$70.1K -978 -10%
LWM
2124
Liberty Wealth Management
California
$638K -$6.23K -87 -1%
MWM
2125
Maridea Wealth Management
New York
$636K +$636K +8,882 New
83 84
85
86 87