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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 %
MKC
2326
M. Kraus & Co
Vermont
$493K – – –
GC
2327
Gibson Capital
Pennsylvania
$493K +$27.1K +378 +6%
SFFS
2328
Stonehage Fleming Financial Services
Jersey
$492K – – –
AW
2329
Alteri Wealth
California
$492K +$10K +140 +2%
BFWA
2330
Benchmark Financial Wealth Advisors
Florida
$491K +$27.3K +381 +6%
EWM
2331
Elevatus Welath Management
New York
$491K +$6.09K +85 +1%
CWP
2332
Capital Wealth Planning
Florida
$491K +$2.51K +35 +0.5%
OC
2333
Optima Capital
Oregon
$491K +$576 +8 +0.1%
FFA
2334
First Foundation Advisors
California
$491K -$208K -2,902 -30%
CIM
2335
Contravisory Investment Management
Massachusetts
$489K +$488K +6,807 +29,596%
KL
2336
KWMG LLC
Kansas
$489K – – –
FGA
2337
Fortis Group Advisors
New Jersey
$488K +$64.7K +903 +15%
DIM
2338
Delta Investment Management
California
$488K +$56.8K +793 +13%
BWP
2339
Burling Wealth Partners
Illinois
$488K -$132K -1,849 -21%
HBWM
2340
Hollow Brook Wealth Management
New York
$486K – – –
WDG
2341
Wealth Dimensions Group
Ohio
$486K -$37.8K -528 -7%
HTHT
2342
Hemenway Trust Hemenway Trust
New Hampshire
$486K -$77K -1,075 -14%
GPWM
2343
Grant Private Wealth Management
California
$485K +$21.1K +294 +5%
USWIA
2344
UP Strategic Wealth Investment Advisors
Pennsylvania
$483K – – –
CHP
2345
Cable Hill Partners
Oregon
$482K -$44.3K -610 -8%
T. Rowe Price Investment Management
2346
T. Rowe Price Investment Management
Maryland
$481K +$481K +6,706 New
SRC
2347
Shufro Rose & Co
New York
$480K – – –
MA
2348
Mezzasalma Advisors
New Jersey
$477K -$6.66K -93 -1%
LWM
2349
Lodestone Wealth Management
Washington
$476K +$1.93K +27 +0.4%
TVAMP
2350
Tennessee Valley Asset Management Partners
Tennessee
$476K +$52.3K +730 +12%
92 93
94
95 96