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Coca-Cola
KO

Overview Fund Activity

3,321 hedge funds and large institutions have $221B invested in Coca-Cola in 2025 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,236 increasing their positions, 1,384 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,321
Holders Change
+78
Holders Change %
+2.41%
% of All Funds
45.1%
Holding in Top 10
85
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+30.77%
% of All Funds
1.15%
New
257
Increased
1,236
Reduced
1,384
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 %
MFGM
2276
Marshall Financial Group (Maryland)
Maryland
$525K -$22.6K -315 -4%
OWP
2277
ORG Wealth Partners
Texas
$523K +$474K +6,596 +963%
SHF
2278
Safe Harbor Fiduciary
Florida
$522K -$2.58K -36 -0.5%
AFC
2279
AFT Forsyth & Company
Florida
$522K – – –
AIA
2280
AssuredPartners Investment Advisors
Florida
$521K -$55.4K -774 -10%
FCFC
2281
First Citizens Financial Corp
Iowa
$519K – – –
GA
2282
Greenspring Advisors
Maryland
$518K – – –
SPWM
2283
Spartan Planning & Wealth Management
North Carolina
$517K +$517K +7,225 New
TCBWMS
2284
Texas Capital Bank Wealth Management Services
Texas
$517K +$174K +2,434 +51%
RIM
2285
Redwood Investment Management
Arizona
$516K +$516K +7,200 New
VCM
2286
Vision Capital Management
Oregon
$515K – – –
JF
2287
Jump Financial
Illinois
$515K -$18.1M -252,581 -97%
FSCM
2288
Front Street Capital Management
Montana
$515K -$9.53K -133 -2%
DIP
2289
Davis Investment Partners
North Carolina
$515K – – –
JCM
2290
Jacobsen Capital Management
Utah
$515K +$79.5K +1,110 +18%
USB
2291
Union Savings Bank
Connecticut
$514K -$286 -4 -0.1%
1WM
2292
1858 Wealth Management
Ohio
$514K -$358 -5 -0.1%
SIS
2293
Sound Income Strategies
Florida
$513K -$203K -2,835 -28%
BAM
2294
Bosun Asset Management
Illinois
$513K -$9.1K -127 -2%
HA
2295
Herold Advisors
New York
$511K -$26.4K -368 -5%
HA
2296
HC Advisors
Georgia
$511K – – –
QWM
2297
Quadcap Wealth Management
Texas
$510K -$6.37K -89 -1%
OHIS
2298
Oak Harvest Investment Services
Texas
$510K -$27.6K -385 -5%
VCAM
2299
Van Cleef Asset Management
Ohio
$510K -$157K -2,192 -24%
VC
2300
Vestor Capital
Illinois
$509K -$159K -2,221 -24%
90 91
92
93 94