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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 %
JWM
2126
Jeppson Wealth Management
California
$635K -$4.23K -59 -0.7%
T
2127
Transce3nd
Texas
$635K -$43.8K -611 -6%
TWP
2128
Triad Wealth Partners
Kansas
$634K +$61.9K +864 +11%
BFA
2129
Buttonwood Financial Advisors
Maryland
$634K -$2.29K -32 -0.4%
CS
2130
Crescent Sterling
Louisiana
$633K -$10.3K -144 -2%
OWA
2131
Octavia Wealth Advisors
Ohio
$633K -$1.04M -14,454 -62%
FB
2132
First Bancorp
Maine
$633K – – –
MWA
2133
Monograph Wealth Advisors
California
$631K -$54.5K -756 -8%
MWM
2134
Mattern Wealth Management
Kansas
$631K +$7.23K +101 +1%
LFA
2135
Laraway Financial Advisors
Minnesota
$630K -$14.3K -200 -2%
RWP
2136
Revolve Wealth Partners
New Jersey
$629K -$931 -13 -0.1%
EP
2137
Edgestream Partners
New Jersey
$628K +$628K +8,770 New
QPWM
2138
Quadrant Private Wealth Management
Pennsylvania
$628K +$64.6K +895 +11%
NRC
2139
New Republic Capital
North Carolina
$625K +$10K +139 +2%
TT
2140
TI-Trust
Illinois
$624K -$65.2K -911 -9%
WMWM
2141
Wilkins Miller Wealth Management
Alabama
$624K – – –
JTWM
2142
Jackson Thornton Wealth Management
Alabama
$623K +$623K +8,539 New
FA
2143
Fagan Associates
New York
$623K – – –
MFF
2144
Michels Family Financial
Texas
$623K +$9.1K +127 +1%
DWMS
2145
Dominguez Wealth Management Solutions
Virginia
$622K -$10.4K -145 -2%
TNA
2146
True North Advisors
Texas
$621K +$7.09K +99 +1%
KPWG
2147
KFA Private Wealth Group
Virginia
$621K +$198K +2,771 +47%
IAP
2148
Indie Asset Partners
Indiana
$620K -$47.1K -658 -7%
SFA
2149
Souders Financial Advisors
Ohio
$620K +$184K +2,567 +42%
KFA
2150
Kelleher Financial Advisors
New York
$619K -$58.5K -817 -9%
84 85
86
87 88