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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 %
EM
2301
ELCO Management
New York
$509K – – –
SIM
2302
SSI Investment Management
California
$509K -$72 -1 -0%
HAC
2303
Harbor Advisory Corp
New Hampshire
$508K – – –
CP
2304
Canopy Partners
Ohio
$507K +$32.1K +448 +7%
CPA
2305
Capital Performance Advisors
California
$507K +$507K +7,083 New
AFM
2306
Armstrong Fleming & Moore
District of Columbia
$507K -$99.2K -1,385 -16%
HTIM
2307
Harbour Trust & Investment Management
Indiana
$505K -$35.8K -500 -7%
AW
2308
Apricus Wealth
South Carolina
$504K -$7.16K -100 -1%
APW
2309
Austin Private Wealth
Texas
$504K +$23.3K +325 +5%
BWP
2310
Balboa Wealth Partners
Arizona
$503K +$20.6K +287 +4%
SWP
2311
Semus Wealth Partners
Florida
$500K -$2.15K -30 -0.4%
FFG
2312
Fortress Financial Group
Minnesota
$499K +$20.7K +289 +4%
AAS
2313
Annex Advisory Services
Wisconsin
$498K -$67.1K -937 -12%
PWM
2314
Provident Wealth Management
Tennessee
$498K – – –
CG
2315
Clarus Group
Texas
$498K – – –
PWA
2316
Prairie Wealth Advisors
Nebraska
$498K – – –
KLWA
2317
Kelly Lawrence W & Associates
California
$496K +$8.81K +123 +2%
XWM
2318
Xcel Wealth Management
Florida
$496K -$229K -3,200 -32%
BWM
2319
BKM Wealth Management
Wisconsin
$496K +$11.4K +159 +2%
GSWA
2320
Good Steward Wealth Advisors
Tennessee
$496K +$496K +6,919 New
TAM
2321
Titleist Asset Management
Texas
$495K -$54K -754 -10%
WFAG
2322
Wescott Financial Advisory Group
Pennsylvania
$493K +$9.45K +132 +2%
CAWM
2323
Capital Advisors Wealth Management
Washington
$493K -$24.5K -342 -5%
MAM
2324
Marotta Asset Management
Virginia
$493K – – –
CAM
2325
Costello Asset Management
Pennsylvania
$493K +$433K +6,048 +719%
91 92
93
94 95