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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 %
MWM
2176
MOKAN Wealth Management
Kansas
$597K -$19K -265 -3%
AWAP
2177
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$596K -$358 -5 -0.1%
AC
2178
ASB Consultores
Florida
$596K +$215K +3,003 +56%
FWP
2179
Firethorn Wealth Partners
Georgia
$596K -$77.3K -1,079 -11%
GCM
2180
Goldstream Capital Management
Hong Kong
$596K – – –
3F
2181
360 Financial
Minnesota
$595K -$9.17K -128 -2%
CP
2182
Castleview Partners
Texas
$594K +$134K +1,868 +29%
NG
2183
Novem Group
New York
$593K -$19.8K -276 -3%
CGA
2184
Crescent Grove Advisors
Illinois
$593K -$6.78K -94 -1%
AWA
2185
Arbor Wealth Advisors
Michigan
$592K +$143 +2 +0%
PGIM
2186
Pacific Global Investment Management
California
$592K -$192K -2,686 -25%
VI
2187
Versor Investments
New York
$591K -$698K -9,745 -54%
SI
2188
Seeds Investor
New York
$590K -$87.6K -1,223 -13%
GWA
2189
GGM Wealth Advisors
Maryland
$589K +$3.16K +44 +0.5%
SIA
2190
SeaBridge Investment Advisors
New Jersey
$588K – – –
ACA
2191
Affinity Capital Advisors
California
$588K -$13K -182 -2%
CWMS
2192
Cannon Wealth Management Services
North Carolina
$587K -$2.9K -40 -0.5%
WPA
2193
Wealth Preservation Advisors
Tennessee
$587K +$587K +8,195 New
OCM
2194
One Capital Management
California
$585K +$29.7K +415 +5%
KB
2195
Kimelman & Baird
New York
$585K – – –
FNC
2196
First National Corp
Massachusetts
$584K -$2.22K -31 -0.4%
PTP
2197
Platform Technology Partners
New York
$584K +$5.8K +81 +1%
CCFCSB
2198
Cape Cod Five Cents Savings Bank
Massachusetts
$583K – – –
GWA
2199
Gratus Wealth Advisors
Virginia
$583K -$187K -2,615 -24%
NC
2200
NovaPoint Capital
Georgia
$583K – – –
86 87
88
89 90