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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 %
SMH
2351
Sanders Morris Harris
Texas
$475K – – –
DSC
2352
Duncker Streett & Co
Missouri
$475K – – –
PWM
2353
Paulson Wealth Management
Illinois
$474K -$6.95K -97 -1%
DFP
2354
Defined Financial Planning
California
$474K +$35K +487 +8%
API
2355
Asset Planning Inc
California
$474K – – –
BSC
2356
Brown Shipley & Co
United Kingdom
$473K – – –
KWM
2357
Kaydan Wealth Management
Michigan
$472K -$10.2K -143 -2%
HFS
2358
Hughes Financial Services
Virginia
$471K +$12.4K +173 +3%
BFPW
2359
BOK Financial Private Wealth
Colorado
$470K -$67.8K -939 -13%
BIAS
2360
Beacon Investment Advisory Services
New Jersey
$470K -$43.2K -603 -8%
CCM
2361
Crew Capital Management
Ohio
$470K +$20K +279 +4%
FIM
2362
Freedom Investment Management
Connecticut
$470K -$52.9K -739 -10%
PCI
2363
Planning Center Inc
Illinois
$470K +$12.8K +179 +3%
NFTC
2364
North Forty Two & Co
Oregon
$470K +$501 +7 +0.1%
Financial Engines Advisors
2365
Financial Engines Advisors
California
$468K -$271K -3,783 -37%
IP
2366
Integras Partners
Georgia
$467K – – –
WAG
2367
Wallace Advisory Group
California
$467K -$1.12K -18 -0.2%
SFS
2368
Strategic Financial Services
New York
$466K -$24.1K -337 -5%
Loomis, Sayles & Company
2369
Loomis, Sayles & Company
Massachusetts
$466K -$6.77M -94,572 -94%
SAM
2370
Sawgrass Asset Management
Florida
$465K -$12.8K -179 -3%
EIG
2371
Ellenbecker Investment Group
Wisconsin
$464K – – –
CWM
2372
Circle Wealth Management
New Jersey
$464K +$16.1K +225 +4%
ACG
2373
Allen Capital Group
Nebraska
$462K +$95.3K +1,331 +26%
LC
2374
Landaas & Company
Wisconsin
$461K – – –
KWM
2375
Keebeck Wealth Management
Illinois
$460K +$40.9K +567 +10%
93 94
95
96 97