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Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2326
BankPlus Wealth Management
Mississippi
$447K +$469K +7,180 New
BIAS
2327
Beacon Investment Advisory Services
New Jersey
$446K +$15.1K +232 +3%
NI
2328
Natural Investments
California
$446K +$468K +7,167 New
AW
2329
Apricus Wealth
South Carolina
$445K -$1.63K -25 -0.3%
TA
2330
TFB Advisors
Kansas
$444K -$20.3K -311 -4%
HA
2331
HC Advisors
Georgia
$444K +$118K +1,803 +34%
EM
2332
ELCO Management
New York
$442K
SIM
2333
SSI Investment Management
California
$442K -$261 -4 -0.1%
HAC
2334
Harbor Advisory Corp
New Hampshire
$442K
OFS
2335
Orrstown Financial Services
Pennsylvania
$440K -$15K -230 -3%
TC
2336
Trust Company
Kansas
$439K -$49.5K -759 -10%
AFT
2337
Alpha Family Trust
California
$439K
RB
2338
Renasant Bank
Mississippi
$438K -$150K -2,294 -25%
SWP
2339
Semus Wealth Partners
Florida
$436K -$7.31K -112 -2%
KIC
2340
Keating Investment Counselors
Florida
$436K
SPC
2341
Spirepoint Private Client
Florida
$435K +$326 +5 +0.1%
FWM
2342
FFT Wealth Management
Pennsylvania
$435K +$43.9K +672 +11%
DIP
2343
Davis Investment Partners
North Carolina
$434K
PWM
2344
Provident Wealth Management
Tennessee
$433K
CG
2345
Clarus Group
Texas
$433K +$3.65K +56 +0.8%
IWP
2346
Invenio Wealth Partners
Florida
$430K +$9.2K +141 +2%
PWA
2347
Prairie Wealth Advisors
Nebraska
$430K -$10.1K -155 -2%
MKC
2348
M. Kraus & Co
Vermont
$429K
SFFS
2349
Stonehage Fleming Financial Services
Jersey
$428K
AP
2350
Advisors Preferred
Maryland
$428K -$40.9K -626 -8%

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.